Estimated Net Worth
- $49 K - $385 K
Salary
- Unknown
Employment
- Started 10/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/02/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director | 2/2021 | |
2 | Washington, District of Columbia | Director, Coaching | Present | |
3 | Washington, District of Columbia | Board Member | 1/2021 | |
4 | Washington, District of Columbia | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Penn Hill Group | salary | $14,462 | |
2 | Leadership for Educational Equity | salary | $27,296 | |
3 | Leadership for Educational Equity 401(k) plan: | |||
3.1 | American Funds 2050 Target Date Retirement Fund Class R-6 (RFITX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | IRA: | |||
4.1 | Eaton Vance Atlanta Capital Select Equity Fund Class I (ESEIX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | SPDR Portfolio S&P 500 ETF (SPLG) | $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 | Filer will continue to participate in this defined contribution plan. The plan sponsor will continue to make contributions. | 4/2019 | |
2 | Washington, District of Columbia | Filer ceased participation in this defined contribution plan in March 2021. | 5/2017 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
2 | Morgan Stanley Active Assets Account | |||
2.1 | ALPS Medical Breakthroughs ETF (SBIO) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ARK Genomic Revolution ETF (ARKG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Artisan Developing World Fund Advisor Shares (APDYX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Eaton Vance Atlanta Capital Select Equity Fund Class I (ESEIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Goldman Sachs Small Cap Equity Insights Fund Institutional Class (GCSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | iShares Core US Aggregate Bond ETF (AGG) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | DFA International Core Equity Portfolio Institutional Class (DFIEX) | Sale | 03/26/2021 | $1,001 - $15,000 |
2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Sale | 03/26/2021 | $1,001 - $15,000 |
3 | Vanguard Strategic Equity Fund Investor Shares (VSEQX) | Sale | 03/26/2021 | $1,001 - $15,000 |
4 | American Funds AMCAP Fund Class R-6 (RAFGX) | Sale | 03/26/2021 | $15,001 - $50,000 |
5 | Vanguard Target Retirement 2035 Fund (VTTHX) | Sale | 03/26/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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