Observations
- Millionaire
Estimated Net Worth
- $41.5 M - $60.7 M
Salary
- Unknown
Employment
- Started 09/22/2022
Records
Financial Disclosure Details - OGE Form 278e (09/10/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | Co-Trustee | Present | |
2 | Philadelphia, Pennsylvania | Co-Trustee | Present | |
3 | Philadelphia, Pennsylvania | managing member | Present | |
4 | Boonton, New Jersey | Co-Trustee | Present | |
5 | Los Angeles, California | Senior Fellow | Present | |
6 | Washington DC, District of Columbia | Board member | Present | |
7 | Washington DC, District of Columbia | Board member | Present | |
8 | Washington DC, District of Columbia | Member, Global Board of Governors | Present | |
9 | Philadelphia, Pennsylvania | member, Board of Managers | Present | |
10 | Philadelphia, Pennsylvania | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Philadelphia Inquirer, PBC 401(k) | |||
1.1 | Vanguard Institutional Index Fund | $250,001 - $500,000 | None (or less than $201) | |
2 | Traditional IRA | |||
2.1 | Great-West Lifetime 2020 Fund | $250,001 - $500,000 | None (or less than $201) | |
3 | George Washington University - 08/04/2021 | Honorarium | $500 | |
4 | Girl Reporter LLC (Property Management) Philadelphia, Pennsylvania | $1,001 - $15,000 | Rental Income | $22,400 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 6/2003 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Washington Post Company Defined Benefit Plan (value not readily ascertainable) | retirement payments | ||
2 | Graham Holdings Company Savings Plan (Def Contr Plan) | Cash Distribution | $84,212 | |
2.1 | Vanguard Federal Money Mkt Fund | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | Vanguard 500 Index Fund Investor Shares (VFINX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.3 | Sequoia Fund, Inc (SEQUX) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Graham Holdings Company | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Residential Rental Property - Boonton, New Jersey | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Trust (K.G.) UAD 01/12/00 | |||
4.1 | Cable One, Inc. (CABO) | Over $1,000,000 | Dividends | Over $1,000,000 |
4.2 | Graham Holdings Co. (GHC) | Over $1,000,000 | Dividends | $100,001 - $1,000,000 |
4.3 | U.S. brokerage account (cash) | Over $1,000,000 | Interest | $5,001 - $15,000 |
5 | U.S. Financial Institution | |||
5.1 | Cable One, Inc. (CABO) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Graham Holdings Co. (GHC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Caliber Home Loans | $250,001 - $500,000 | 2015 | 30 years |
2 | American Express | $15,001 - $50,000 | 2020 | revolving |
3 | JP Morgan Chase | $100,001 - $250,000 | 2007 | 15 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | LL.C is set up to receive rent from property in Boonton, New Jersey (Part 6 line 3), but does not own that property. |
1 | 8 | Filer changed position in October 2021 to member of the Global Advisory Council, a non-reportable position. |
1 | 10 | Trust holds family residential property interest in Philadelphia that is not reportable. |
1 | 11 | Trust expected to dissolve upon the end of a related probate period. |
2 | 1 | The Philadelphia Inquirer PBC was previously named the Philadelphia Media Network. It is the same 401(k) listed in Part 3 #1. |
3 | 1 | The Philadelphia Media Network changed its name to the Philadelphia Inquirer PBC. It is the same 401(k) listed in Part 2 #1. |
6 | 11 | Shares held within MetLife Policyholder Trust. |
6 | 12 | Filer has four accounts with Bank #3 (one Savings, two Checking, and one CD). |
6 | 30 | Income from "Personal History," by Katherine Graham. Random House/Vintage Press (value not readily ascertainable) |
8 | 1 | This is for the Boonton, NJ property. See entry in Part 6, #3. |
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