Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $18.8 M - $39.9 M
Salary
- $129 K
Employment
- 01/01/2020 - 04/01/2023
Financial Disclosure Details - OGE Form 278e (05/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | GOLDMAN SACHS BANK USA DEPOSIT (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
1.2 | ISHARES MSCI PACIFIC EX JAPAN ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | VANGUARD FTSE EUROPEAN ETF ETF | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | ISHARES CORE MSCI EMERGING MARKETS ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | ISHARES, INC. - ISHARES MSCI UNITED KINGDOM ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | ISHARES MSCI EUROZONE ETF | $50,001 - $100,000 | $1,001 - $2,500 | |
1.8 | ISHARES CORE DIVIDEND GROWTH ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | ISHARES CORE S&P SMALL-CAP ETF | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continue to participate in this defined contribution plan. The employer no longer makes contributions. | 9/1993 |
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 | NYU University | Salary | ||
2 | Bob Bauer PLLC (professional consulting) | $50,001 - $100,000 | Business income | |
3 | IRA #1 | |||
3.1 | U.S. TREASURY NOTE 1.625000% 05/15/2031 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3.2 | U.S. TREASURY NOTE 1.875000% 02/15/2032 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3.3 | U.S. TREASURY NOTE 0.875000% 11/15/2030 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3.4 | U.S. TREASURY NOTE 2.875000% 05/15/2032 | $1,001 - $15,000 | Interest | $201 - $1,000 |
3.5 | U.S. TREASURY NOTE 1.500000% 02/15/2030 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3.6 | U.S. TREASURY NOTE 1.375000% 12/31/2028 | $50,001 - $100,000 | Interest | $201 - $1,000 |
3.7 | U.S. TREASURY NOTE 0.750000% 01/31/2028 | $50,001 - $100,000 | Interest | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2 | Brokerage Account #1 | |||
2.1 | U.S. TREASURY NOTE 3.500000% 02/15/2033 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2.2 | U.S. TREASURY NOTE 1.875000% 02/15/2032 | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
2.3 | U.S. TREASURY NOTE 1.250000% 08/15/2031 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2.4 | U.S. TREASURY NOTE 0.875000% 11/15/2030 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2.5 | U.S. TREASURY NOTE 1.375000% 11/15/2031 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2.6 | U.S. TREASURY NOTE 0.250000% 10/31/2025 | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
2.7 | U.S. TREASURY NOTE 1.750000% 11/15/2029 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2.8 | U.S. TREASURY NOTE 1.750000% 01/31/2029 | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core Dividend Growth ETF (DGRO) | Purchase | 06/16/2023 | $1,001 - $15,000 |
2 | iShares MSCIPacific ex Japan ETF (EPP) | Purchase | 06/16/2023 | $1,001 - $15,000 |
3 | iShares Core S&P Small-Cap ETF (IJR) | Purchase | 06/16/2023 | $1,001 - $15,000 |
4 | iShares Core S&P Small-Cap ETF (IJR) | Purchase | 06/16/2023 | $15,001 - $50,000 |
5 | iShares Russell 1000 Value ETF (IWD) | Purchase | 06/16/2023 | $15,001 - $50,000 |
6 | iShares MSCIPacific ex Japan ETF (EPP) | Purchase | 06/28/2023 | $1,001 - $15,000 |
7 | iShares Core S&P Small-Cap ETF (IJR) | Purchase | 06/28/2023 | $1,001 - $15,000 |
8 | BNY Mellon S/C Multi-Strategy Fund | Sale | 11/21/2023 | $15,001 - $50,000 |
9 | iShares Core S&P Small-Cap ETF (IJR) | Sale | 11/22/2023 | $1,001 - $15,000 |
10 | iShares Core S&P Mid-Cap ETF (IJH) | Purchase | 11/22/2023 | $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 |
|---|---|---|
6 | 13 | Also has long-term care benefit |
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