Observations
- Millionaire
Estimated Net Worth
- $3.8 M - $8.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/11/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Professor | 12/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | American University | $1,001 - $15,000 | Summer stipend | $15,278 |
2 | Filer IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares ESG US Aggregate Bond ETF (EAGG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares ESG MSCI USA ETF (ESGU) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | iShares ESG USD Corporate Bond ETF (SUSC) | $15,001 - $50,000 | $201 - $1,000 | |
3 | American University defined contribution plan: | |||
3.1 | Vanguard Tgt Retire 2040 | $250,001 - $500,000 | None (or less than $201) | |
3.2 | T-C Lifecycle 2035-Inst | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Leave of absence (without pay); on leave through December 2023, when I resigned. No retirement contributions during leave. | 9/2022 | |
2 | Washington, District of Columbia | My life insurance cannot be waived; that is the only benefit I will continue to receive. | 9/2022 | |
3 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2011 |
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 | Earthjustice | salary | ||
2 | GE defined contribution plan: | |||
2.1 | Non40TP8I | $250,001 - $500,000 | None (or less than $201) | |
3 | Earthjustice defined contribution plan: | |||
3.1 | Vanguard 2035 Retirement Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Sam Rollover IRA | |||
4.1 | iShares ESG US Aggregate Bond ETF (EAGG) | $15,001 - $50,000 | $201 - $1,000 | |
4.2 | SPDR MSCIEmerging Markets Fossil Fuel Reserves Free ETF (EEMX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4.3 | SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) | $50,001 - $100,000 | $201 - $1,000 | |
4.4 | iShares ESG MSCI USA ETF (ESGU) | $50,001 - $100,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard European Stock Index Fund ETF Shares (VGK) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Versus Capital Multi-Manager Real Estate Income Fund (VCMIX) | $100,001 - $250,000 | $2,501 - $5,000 | |
3 | VanguardPacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | $15,001 - $50,000 | $201 - $1,000 | |
4 | SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Vanguard ESG US Stock ETF (ESGV) | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $50,001 - $100,000 | $201 - $1,000 | |
7 | iShares ESG MSCI USA ETF (ESGU) | $100,001 - $250,000 | $201 - $1,000 | |
8 | iShares ESG US Aggregate Bond ETF (EAGG) | $50,001 - $100,000 | $1,001 - $2,500 | |
9 | Versus Capital Real Assets Fund (VCRRX) | $50,001 - $100,000 | $201 - $1,000 | |
10 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Call SPX New S&P 500 Index (exp. 9/14/23) 100sh | Purchase | 09/18/2023 | $15,001 - $50,000 |
2 | Global X Uranium ETF (URA) | Sale | 07/25/2023 | $1,001 - $15,000 |
3 | Global X MLP & Energy Infrastructure ETF (MLPX) | Sale | 07/25/2023 | $15,001 - $50,000 |
4 | SPDR S&P Biotech ETF (XBI) | Sale | 07/25/2023 | $50,001 - $100,000 |
5 | Put SPX New S&P 500 Index (exp. 5/19/2023) 100sh | Purchase | 03/09/2023 | $1,001 - $15,000 |
6 | Vanguard Intl Equity Index Fds FTSE Europe ETF (VGK) | Sale | 01/11/2023 | $15,001 - $50,000 |
7 | Ishares TR ESG AM MSCI EAFE (ESGD) | Sale | 02/09/2023 | $1,001 - $15,000 |
8 | ISHARES TR ESG AWR US AGRGT (EAGG) | Sale | 02/22/2023 | $1,001 - $15,000 |
9 | PUT (SPX) NEW S & P 500 INDEX (exp. 5/19/23) 100sh | Purchase | 02/22/2023 | $1,001 - $15,000 |
10 | CALL (SPX) NEW S & P 500 INDEX (exp. 5/19/23) 100sh | Sale | 02/22/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | On leave without pay, effective Sept. 1, 2022 |
2 | 4 | Inadvertently omitted from prior report. |
5 | 2.1 | The filer has not been able to obtain more information about this fund, but because it is an EIF, it would not create conflicts. |
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