Estimated Net Worth
- $891 K - $2.5 M
Salary
- Unknown
Employment
- Started 01/12/2022
Financial Disclosure Details - OGE Form 278e (03/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Associate Vice President | 1/2021 | |
2 | Washington, District of Columbia | Board Chair | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Fidelity Freedom 2035 | $15,001 - $50,000 | None (or less than $201) | |
2 | NJ Transit Defined Contribution Plan | |||
2.1 | NJ Transit Aggressive Profile | |||
2.1.1 | American Funds Europacific Growth RSE | $15,001 - $50,000 | None (or less than $201) | |
2.1.2 | JP Morgan Mid Cap Growth R5 | $15,001 - $50,000 | None (or less than $201) | |
2.1.3 | Wells Fargo Special Small Cap Value Inst | $1,001 - $15,000 | None (or less than $201) | |
2.1.4 | Columbia Mid Cap Index Inst | $1,001 - $15,000 | None (or less than $201) | |
2.1.5 | Victory Sycamore Established Value | $1,001 - $15,000 | None (or less than $201) | |
2.1.6 | American Funds Growth Fund of Amer RSE | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Newark, New Jersey | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2007 | |
2 | Kansas City, Missouri | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2017 | |
3 | Kansas City, Missouri | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Associate Vice President. | |
2 | Washington, District of Columbia | Pursuant to contract with HNTB, provided consulting services for capital delivery programming with a focus on business processes, invoice reviews, and procurement |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Traditional IRA | |||
1.1 | Vanguard S&P 500 Index ETF | $15,001 - $50,000 | None (or less than $201) | |
2 | ROTH IRA | |||
2.1 | Vanguard S&P 500 Index ETF | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Netflix | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Dependent UTMA Account | |||
1.1 | Disney | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Tesla | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard 500 Index Fund Admiral Shares | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Vanguard S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) | |
2 | Apple | $1,001 - $15,000 | Dividends Capital Gains Interest | $5,001 - $15,000 |
3 | Costco Wholesale Corp. (COST) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | 529 Education Plan (Utah My529) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2013 | 30 year |
2 | Community Loan Servicing | $500,001 - $1,000,000 | 2020 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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