Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.6 M
Salary
- Unknown
Employment
- Started 03/08/2021
Records
Financial Disclosure Details - OGE Form 278e (01/24/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | McLean, Virginia | Trustee | Present | |
2 | McLean, Virginia | Trustee | Present | |
3 | McLean, Virginia | Trustee | Present | |
4 | Rochester, New York | Trustee | Present | |
5 | Bethesda, Maryland | Consultant | 3/2021 | |
6 | Washington, District of Columbia | Executive Coach | 3/2021 | |
7 | Silver Spring, Maryland | Consultant | 2/2020 | |
8 | Rochester, New York | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Foundation for the National Institutes of Health | Consulting Fees | $89,175 | |
2 | Partnership for Public Service | Fees for Executive Coaching Services | $12,200 | |
3 | Palladian Partners | Consulting Fees | $1,200 | |
4 | Ellen Siegal | one-time legal fee | $5,200 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Rockville, Maryland | Executive coaching and legal consulting services. | |
2 | Washington, District of Columbia | Executive coaching services for the NIH Executive Leadership Program. | |
3 | Bethesda, Maryland | one-time legal services |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Caterpillar Inc (=1/8 Value) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | CVS Caremark Corp (=1/8 value) | $1,001 - $15,000 | Dividends | None (or less than $201) |
3 | Eaton Vance Tax-Managed Global Diversified Equity Income Fund (=1/8 value) | None (or less than $1,001) | None (or less than $201) | |
4 | Goldman Sachs Group Inc Ser D Fit% Perpetual (=1/8 value) | $1,001 - $15,000 | Dividends | None (or less than $201) |
5 | Lowes Companies (=1/8 value) | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | McDonalds Corp Com (=1/8 value) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | US Bancorp (=1/8 value) | $1,001 - $15,000 | Dividends | None (or less than $201) |
8 | Vanguard Growth Index Fund | $50,001 - $100,000 | $201 - $1,000 | |
9 | Vanguard Lifestrategy Growth Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | Vanguard Money Market Fund | $50,001 - $100,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Congressional Federal Credit Union, Washington, DC | $10,001 - $15,000 | 2020 | On Demand |
2 | Chase Bank | $15,001 - $50,000 | 2020 | On Demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | Executive Coaching Services |
1 | 7 | Served as a consultant to the NIH All of Us Program to support the program's public-private partnerships. |
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