Observations
- Millionaire
Estimated Net Worth
- $4.0 M - $11.5 M
Salary
- Unknown
Employment
- Started 04/14/2021
Financial Disclosure Details - OGE Form 278e (05/07/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Regulatory Policy | 4/2021 | |
2 | Washington, District of Columbia | Director | 4/2021 | |
3 | Washington, District of Columbia | Director | 4/2021 | |
4 | Washington, District of Columbia | Board of Regents | 10/2021 | |
5 | Washington, District of Columbia | Membership Committee Chair | 4/2021 | |
6 | New York, New York | Non resident Senior Fellow | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Southern Environmental Law Center | Salary | $71,660 | |
2 | Vanguard IRA | |||
2.1 | Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | None (or less than $1,001) | None (or less than $201) | |
2.3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard Value ETF (VTV) | $100,001 - $250,000 | None (or less than $201) | |
2.8 | Vanguard Utilities Index Fund ETF Shares (VPU) | None (or less than $1,001) | None (or less than $201) |
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 |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IAM Employer 401k | |||
1.1 | IAM Metro West Total Return Bond Fund | None (or less than $1,001) | None (or less than $201) | |
2 | IRA Account - T Rowe Price | |||
2.1 | T Rowe Price Retirement 2020 Fund (TRRBX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | T Rowe Price Cash Reserves Fund (TSCXX) | None (or less than $1,001) | None (or less than $201) | |
3 | IRA Account - Vanguard | |||
3.1 | Vanguard Emerging Markets Government Bond Index Fund Admiral Class Shares (VGAVX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX) | None (or less than $1,001) | None (or less than $201) | |
3.3 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $500,001 - $1,000,000 | None (or less than $201) | |
3.4 | Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Longleaf Partners Small-Cap Fund (LLSCX) | $50,001 - $100,000 | $201 - $1,000 | |
2 | U.S. Cash Bank Account | $15,001 - $50,000 | None (or less than $201) | |
3 | DexCom Stock (DXCM) | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland College Investment Plan | None (or less than $201) | ||
4.1 | Portfolio for Education Today | $100,001 - $250,000 | None (or less than $201) | |
5 | Family Trust (spouse is beneficiary) | Dissolution and dispersal of the trust corpus. | $297,420 | |
5.1 | Pepsico Inc Stock (PEP) | None (or less than $1,001) | None (or less than $201) | |
5.2 | Procter & Gamble Stock (PG) | None (or less than $1,001) | None (or less than $201) | |
5.3 | US Cash Bank Account # 2 | None (or less than $1,001) | None (or less than $201) | |
5.4 | United States Treasury Bond CPN: 5.20% | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Utilities Index Fund ETF Shares (VPU) | Sale | 04/20/2021 | $100,001 - $250,000 |
2 | Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX) | Sale | 01/04/2021 | $1,000,001 - $5,000,000 |
3 | Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | Sale | 08/11/2021 | $100,001 - $250,000 |
4 | Pepsico Inc Stock (PEP) | Sale | 02/17/2021 | $1,001 - $15,000 |
5 | Proctor & Gamble Stock (PG) | Sale | 02/17/2021 | $15,001 - $50,000 |
6 | First Eagle Global Fund Class A Shares (SGENX) | Sale | 02/17/2021 | $15,001 - $50,000 |
7 | Franklin Federal Tax-Free Income Fund Class A Shares (FFQAX) | Sale | 02/17/2021 | $1,001 - $15,000 |
8 | Franklin New York Tax-Free Income Fund Class A1 Shares (FNYTX) | Sale | 02/17/2021 | $100,001 - $250,000 |
9 | Putnam New York Tax Exempt Income Fund Class A Shares (PTEIX) | Sale | 02/17/2021 | $50,001 - $100,000 |
10 | Vanguard GNMA Fund Investor Shares (VFIIX) | Sale | 02/17/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
5 | 5 | Retirement payments |
6 | 5 | All stock and bond holdings in the trust were sold by January 28, 2021. |
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