Observations
- Millionaire
Estimated Net Worth
- $4.3 M - $12.8 M
Salary
- Unknown
Employment
- Started 07/20/2022
Financial Disclosure Details - OGE Form 278e (04/16/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Member, Advisory Council | 7/2022 | |
2 | Washington, District of Columbia | Member of the Board of Advisors | 7/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Obama Foundation 403(B) Plan | |||
1.1 | BlackRock LifePath Index 2055 K (LIVKX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | Fidelity Equity Income (FEQIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Neuberger Berman Genesis Investor CL (NBGNX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 |
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 | Georgetown University | Salary | ||
2 | The Asia Group (Strategic advisory firm to companies working in the Asia-Pacific region) | Salary | ||
3 | Rio Tinto | consulting fees | ||
4 | Element Capital (Investment manager) | consulting fees | ||
5 | BlackBerry Government Solutions | director fees | ||
6 | Georgetown University 457(b) | |||
6.1 | Fidelity Freedom Index 2050 Fund (FFOPX) | $50,001 - $100,000 | None (or less than $201) | |
6.2 | Fidelity Freedom Index 2035 Fund (FFEZX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Rand Corporation 401(a) | |||
7.1 | TIAA Traditional Fixed Annuity | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Brokerage Account #1 | |||
1.1 | Cash | $15,001 - $50,000 | Interest | None (or less than $201) |
1.2 | ISHARES MSCI BRAZIL ETF (EWZ) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | Citigroup (C) | None (or less than $1,001) | Dividends | $201 - $1,000 |
1.4 | Visa (V) | None (or less than $1,001) | Capital Gains Dividends | $100,001 - $1,000,000 |
1.5 | iShares Select Dividend ETF (DVY) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | SPDR S&P Dividend ETF (SDY) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank Checking Account #1 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Visa, Inc. (V) | Sale | 08/31/2022 | $50,001 - $100,000 |
2 | Citigroup, Inc. (C) | Sale | 08/31/2022 | $1,001 - $15,000 |
3 | Apple, Inc. (AAPL) | Sale | 08/31/2022 | $100,001 - $250,000 |
4 | United Airlines Holdings, Inc. (UAL) | Sale | 08/31/2022 | $1,001 - $15,000 |
5 | Visa, Inc. (V) | Sale | 08/31/2022 | $100,001 - $250,000 |
6 | Visa, Inc. (V) | Sale | 03/01/2022 | $15,001 - $50,000 |
7 | Pacer US Cash Cows 100 ETF (COWZ) | Purchase | 09/08/2022 | $1,001 - $15,000 |
8 | iShares Select Dividend ETF (DVY) | Purchase | 09/08/2022 | $1,001 - $15,000 |
9 | SPDR S&P Dividend ETF (SDY) | Purchase | 09/08/2022 | $1,001 - $15,000 |
10 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 09/08/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $250,001 - $500,000 | 2013 | 30 Year Fixed |
2 | Bank of America | $50,001 - $100,000 | 2010 | 15 Year Fixed |
3 | USAA Visa | $10,001 - $15,000 | 2021 | Revolving |
4 | Wells Fargo | $500,001 - $1,000,000 | 2019 | 30 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 9.23 | Waiting for K-1. No information on this holding. |
6 | 9.25 | Went bankrupt in 2021; capital loss |
7 | 6 | Sold prior to confirmation |
8 | 1 | DC property #1 |
8 | 2 | second refinance; DC property #2 |
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