Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $2.8 M
Salary
- Unknown
Employment
- Started 02/22/2021
Records
Financial Disclosure Details - OGE Form 278e (04/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Climate and Energy Policy | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA - BB | |||
1.1 | AGTHX | $50,001 - $100,000 | None (or less than $201) | |
1.2 | VASGX | $15,001 - $50,000 | None (or less than $201) | |
1.3 | VIGAX | $15,001 - $50,000 | None (or less than $201) | |
1.4 | VTIAX | $1,001 - $15,000 | None (or less than $201) | |
2 | BlackRock LifePath Index 2045 Fund Class K Shares (LIHKX) | $15,001 - $50,000 | ||
3 | Bidisha CAP | CAP Salary | $15,844 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Defined contribution plan - no longer contributing | 7/2019 |
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 | Roth IRA | |||
1.1 | Welltower, Inc. (WELL) | $50,001 - $100,000 | None (or less than $201) | |
2 | Rowhouse, Washington DC | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
3 | VTI | $15,001 - $50,000 | None (or less than $201) | |
4 | Peer Street | $50,001 - $100,000 | Interest | $201 - $1,000 |
5 | Investment Real Estate, lot, Washington, DC | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
6 | Consulting Fees - National Housing Trust | Consulting fees | ||
7 | Traditional IRA | $100,001 - $250,000 | ||
7.1 | QCLN | $15,001 - $50,000 | ||
7.2 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $50,001 - $100,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 529 College Savings Account - DC College Saving Plan | $50,001 - $100,000 | None (or less than $201) | |
2 | PNC - savings | $15,001 - $50,000 | None (or less than $201) | |
3 | Bank of America - Savings | $15,001 - $50,000 | None (or less than $201) | |
4 | Bank of America - Checking | $1,001 - $15,000 | ||
5 | Wells Fargo account | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Stock option - DWAC stock | Purchase | $1,001 - $15,000 | |
2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Sale | 10/01/2021 | $50,001 - $100,000 |
3 | First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | Purchase | 10/01/2021 | $15,001 - $50,000 |
4 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | Purchase | 10/01/2021 | $50,001 - $100,000 |
5 | iShares Global Green Bond ETF (BGRN) | Purchase | 10/01/2021 | $15,001 - $50,000 |
6 | iShares Global Clean Energy ETF (ICLN) | Purchase | 10/01/2021 | $15,001 - $50,000 |
7 | Amplify High Income ETF (YYY) | Purchase | 10/01/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | IBKR Brokerage | $15,001 - $50,000 | 2022 | on demand |
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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