Observations
- Lobbyist
Estimated Net Worth
- $204 K - $760 K
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/19/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washingon, District of Columbia | Vice President | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Economic Innovation Group 401K | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #1 | Dividends | ||
2.1 | Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Consumer Staples Select Sector SPDR Fund (XLP) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | 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 | Palladium Group LLC (consultancy group) | salary | ||
2 | Palladium Group 401K | |||
2.1 | FID Intl Discovery | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity US Bond Index Fund (FXNAX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Convertible Securities Fund (FCVSX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | 529 (DC College Savings) | $15,001 - $50,000 | None (or less than $201) | |
2.1 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.2 | DC College Savings 2028 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Great Lakes Borrowing | $15,001 - $50,000 | 2014 | 10 years |
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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