Estimated Net Worth
- $46 K - $340 K
Salary
- Unknown
Employment
- Started 08/01/2022
Records
Financial Disclosure Details - OGE Form 278e (05/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Industry Coach | 4/2021 | |
2 | Holland, Michigan | Administrative Assistant | 5/2021 | |
3 | Reston, Virginia | Public Board Member | 8/2021 | |
4 | Holland, Michigan | Secretary through May 2022, now DMV Representative | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The George Washington University | Salary | $22,362 | |
2 | Hope College | Salary | $1,380 | |
3 | The George Washington University 403(b) Plan: | |||
3.1 | Fidelity Freedom 2050 Fund Class K (FNSBX) | $15,001 - $50,000 | None (or less than $201) | |
4 | The George Washington University 401(a) Plan: | |||
4.1 | Fidelity Freedom 2055 Fund Class K (FNSDX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this 403(b) defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2018 | |
2 | Washington, District of Columbia | I will no longer participate in this 401(a) defined contribution plan. | 7/2018 |
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 | Deloitte Consulting LLP (Management Consulting) | salary, bonus | ||
2 | Deloitte Consulting LLP, defined benefit plan | $1,001 - $15,000 | None (or less than $201) | |
3 | Deloitte Consulting LLP 401(k) plan | |||
3.1 | Vanguard Target Retirement 2060 Fund (VTTSX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual, whole life | $1,001 - $15,000 | None (or less than $201) | |
2 | Berkshire Hathaway Inc. Class B (BRK.B) | $1,001 - $15,000 | None (or less than $201) | |
3 | Columbia Select Large Cap Value Fund Institutional Class (CSVZX) | $1,001 - $15,000 | None (or less than $201) | |
4 | DFA U.S. Small Cap Portfolio Institutional Class (DFSTX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Dodge & Cox Stock Fund (DODGX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Fidelity Advisor International Capital Appreciation Fund Class I (FCPIX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Lattice Hartford Mltfctr Dev Mkts (ex-US) Str ETF (RODM) | $1,001 - $15,000 | None (or less than $201) | |
9 | Lord Abbett Growth Leaders Fund Class F (LGLFX) | $1,001 - $15,000 | None (or less than $201) | |
10 | MFS International Diversification Fund Class I (MDIJX) | $1,001 - $15,000 | 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 |
|---|---|---|---|---|
1 | Hope College Office of the Alumni Association | Holland, Michigan | Travel for Hope College Board Meetings | 578.83 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 4 | Position as Secretary ended 5/22. Remain on the board as DMV representative. |
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