Estimated Net Worth
- $801 K - $2.0 M
Salary
- Unknown
Employment
- Started 11/01/2021
Records
Financial Disclosure Details - OGE Form 278e (11/18/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Consumer Reports | Washington, District of Columbia | Director, Financial Fairness and Legislative Strategy | 9/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Consumer Reports | Salary/Bonus | $371,962 | |
2 | Consumer Reports - 401(k) | |||
2.1 | Vanguard Inst Target Retirement 2040 | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Consumer Reports | Yonkers, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Consumer Reports | Washington, District of Columbia | Director, Financial Fairness and Legislative Strategy |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wilmer Hale 401(k) | |||
1.1 | Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Loomis Sayles Global Bond Fund Institutional Class (LSGBX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | MainStay MacKay High Yield Corporate Bond Fund Class A Shares (MHCAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American Century Mid Cap Value Fund Class R Shares (AMVRX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Delaware Ivy Small Cap Growth Fund (Class Y) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Loomis Sayles Global Growth Class N Shares (LSNGX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | MFS Global Growth Fund Class R3 Shares (MWOHX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Vanguard Tax-Managed Small Cap Fund | $15,001 - $50,000 | None (or less than $201) | |
1.9 | American Century Emerging Markets Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
2 | US bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Utah - 529 for child 1 | |||
3.1 | UESP's Fixed Income Fund UTSFX | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Target Enrollment 2024/2025 | $50,001 - $100,000 | None (or less than $201) | |
4 | DC - 529 for child 2 | |||
4.1 | DC College Savings 2028 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | DC College Savings 2028 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
5 | Utah - 529 for child 2 | |||
5.1 | UESP Fixed Income Fund | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Nothing reported in this section | ||
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