Estimated Net Worth
- $890 K - $2.2 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Board Member | 1/2021 | |
2 | Syracuse, New York | Distinguished Professor of National Security Practice | 1/2021 | |
3 | Wilmington, Delaware | Head of National Security Policy and Planning | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP IRA Account | |||
1.1 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | T Rowe Price Government Money Fund, Inc (PRRXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Columbia University TIAA Retirement Plan for Officers | |||
2.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Columbia University TIAA Voluntary Savings Plan | |||
3.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA Account | |||
4.1 | Columbia Global Technology Growth Fund Institutional Class Shares (CMTFX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | T Rowe Price Capital Appreciation Fund (PRWCX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my resignation. | 9/2017 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my resignation. | 9/2017 |
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 | United Pilots Retirement Plan 401k | |||
1.1 | Pilots Target Date 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | T Rowe Price Government Money Fund, Inc (PRRXX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Account, US Bank | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
2 | Residential real estate, Baltimore, MD | $250,001 - $500,000 | Rent or Royalties | None (or less than $201) |
3 | Brokerage Account | |||
3.1 | AB Large Cap Growth Fund, Inc Advisor Class Shares (APGYX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3.2 | Alger Focus Equity Fund Class Z Shares (ALZFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3.3 | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.5 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | $15,001 - $50,000 | $201 - $1,000 | |
3.6 | ColumbiaGlobal Technology Growth Fund Institutional Class Shares (CMTFX) | $50,001 - $100,000 | None (or less than $201) | |
3.7 | Lord Abbett Micro Cap Growth CL F (LFMGX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alger Focus Equity Fund Class Z Shares (ALZFX) | Purchase | $50,001 - $100,000 | |
2 | Lord Abbett Micro Cap Growth CL F (LFMGX) | Purchase | $1,001 - $15,000 | |
3 | Invesco Oppenheimer Discovery Fund Class Y Shs (ODIYX) | Purchase | $15,001 - $50,000 | |
4 | Lord Abbett Developing Growth Fund Inc Class F Shares (LADFX) | Purchase | $1,001 - $15,000 | |
5 | PIMCO Income Fund Class I-2 Shares (PONPX) | Purchase | $15,001 - $50,000 | |
6 | Pioneer High Income Municipal Fund Class Y Shares (HIMYX) | Purchase | $15,001 - $50,000 | |
7 | Putnam Equity Income Fund Class Y Shares (PEIYX) | Purchase | $50,001 - $100,000 | |
8 | T Rowe Price Capital Appreciation Fund (PRWCX) | Purchase | $50,001 - $100,000 | |
9 | Western Asset Core Plus Bond Fund Class I Shares (WACPX) | Sale | $50,001 - $100,000 | |
10 | Wells Fargo Special Mid Cap Value Fund Institutional Class Shares (WFMIX) | Sale | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Freedom Mortgage | $1,000,001 - $5,000,000 | 2021 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Legacy Continental Airlines Pilot Retirement Plan. |
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