Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.9 M - $11.3 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (01/08/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director of Advocacy
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Center for Public Representation
Salary/Bonus
$154,805
2
Center for Public Representation retirement plan
2.1
VALIC Fixed Account Plus
$1,001 - $15,000
None (or less than $201)
2.2
VALIC US Socially Responsible Fund
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Lifestrategy Growth
$50,001 - $100,000
None (or less than $201)
2.4
Vanguard LT Inv-Grade Fund
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard LT Treasury Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Northampton, Massachusetts
No further contributions will be made in this defined contribution plan after my separation.
9/2016

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Director of Advocacy

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
GEF Capital Partners, LLC (environmentally- focused private investment fund manager)
salary, bonus
2
Bluesource Capital Partners
2.1
Bluesource Capital Fund
Over $1,000,000
None (or less than $201)
2.1.1
Bluesource
3
Bluesource Capital Fund
Over $1,000,000
None (or less than $201)
3.1
Bluesource
4
GEF Water Partners
4.1
GEF Water Fund
None (or less than $1,001)
None (or less than $201)
4.1.1
EnviroMix
4.1.2
Digital Water, LLC

Other Assets and Income

#
Description
Value
Type
Amount
1
Citibank Checking Account
$15,001 - $50,000
None (or less than $201)
2
Citibank Savings Account
$1,001 - $15,000
None (or less than $201)
3
TD Bank Checking Account
$1,001 - $15,000
None (or less than $201)
4
TD Bank Dependent Savings Account (1)
$1,001 - $15,000
None (or less than $201)
5
TD Bank Dependent Savings Account (2)
$1,001 - $15,000
None (or less than $201)
6
American 529 Global GW Port A (CPGAX)
$15,001 - $50,000
$201 - $1,000
7
American 529 Global GW Port C (CPGCX)
$1,001 - $15,000
None (or less than $201)
8
American AMCAP 529A (CAFAX)
$100,001 - $250,000
$2,501 - $5,000
9
American AMCAP 529C (CAFCX)
$1,001 - $15,000
$201 - $1,000
10
American GR FD of Amer 529A (CGFAX)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
MorganStanley
$100,001 - $250,000
2020
Revolving
2
GEF Compost Partners
$50,001 - $100,000
2020
N/A
3
Bluesource Capital Fund
$15,001 - $50,000
2018
N/A
4
GEF Water Fund
$15,001 - $50,000
2020
N/A
5
GEF Latam Fund II-S
$15,001 - $50,000
2019
N/A
6
South Asia Growth Partners II
$15,001 - $50,000
2018
N/A

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
2.1
Allocated value & income is not ascertainable for underlying entities
5
2.1.1
Developing projects and providing advisory services to clients in the voluntary and compliance environmental markets (e.g., carbon offset services)
5
3
Allocated value & income is not ascertainable for underlying entities
5
3.1
Developing projects and providing advisory services to clients in the voluntary and compliance environmental markets (e.g., carbon offset services)
5
4.1
Allocated value & income is not ascertainable for underlying entities
5
4.1.1
Wastewater treatment facility products
5
4.1.2
Wastewater treatment facility management software
5
5
Allocated value & income is not ascertainable for underlying entities
5
5.1
Wastewater treatment facility products
5
5.2
Wastewater treatment facility products

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