Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.8 M
Salary
- Unknown
Employment
- Started 05/10/2023
Records
Financial Disclosure Details - OGE Form 278e (07/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | White House Historical Association | Washington, District of Columbia | Senior Vice President and Director of David Rubenstein Center | Present |
2 | Washington, District of Columbia | Adjunct Professor | Present | |
3 | Loveland, Colorado | Chair of Board of Directors | Present | |
4 | Washington, District of Columbia | Seminar leader | Present | |
5 | Georgetown Sands HOA | Duck , North Carolina | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | White House Historical Association | Salary/Bonus | $408,087 | |
2 | Georgetown University | Salary | $7,250 | |
3 | IRA | |||
3.1 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Polen Growth Fund Institutional Class Shares (POLIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Federated International Equity Fund Institutional Class Shares (PIUIX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Harding Loevner International Small Companies Portfolio Institutional Class Shares (HLMRX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | BlackRock Real Estate Securities Fund Institutional Class Shares (BIREX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | T Rowe Price Mid-Cap Value Fund, Inc (TRMCX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | White House Historical Association | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2020 |
2 | White House Historical Association | Washington, District of Columbia | Pursuant to my employment agreement, I will receive a performance-based bonus for services rendered in fiscal year 2022. This bonus will be paid prior to my assuming the duties of the position of Archivist. | 2/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | White House Historical Association | Washington, District of Columbia | Senior Vice President of WHHA and Director of the David M. Rubenstein National Center for White House History; supervise all educational and scholarly functions of the organization. |
2 | Washington, District of Columbia | Adjunct professor in the Government Department; teach the American Political Development graduate seminar annually. | |
3 | Washington, District of Columbia | Serve as a facilitator for the Socrates program focusing on the history of Congress. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Stand Together (philanthropy) | salary, bonus | ||
2 | Rollover IRA | |||
2.1 | Fidelity Biotechnology Portfolio (FBIOX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Fidelity Select Leisure Portfolio (FDLSX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Canada Fund Canada Shares (FICDX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity Medical Technology and Devices Portfolio (FSMEX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | iShares Russell 1000 Value ETF (IWD) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares Russell 1000 Growth ETF (IWF) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Duck, NC | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
2 | American Funds Conservative Growth and Income Portfolio | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | American Funds Capital Income Builder | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | American Funds Growth Fund of America Class | $15,001 - $50,000 | $2,501 - $5,000 | |
5 | American Funds Capital World Growth and Income Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | American Funds Small Cap World Class A | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | American Funds Limited Term Tax Exempt Fund of America | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | American Funds Capital World Bond Class A | $15,001 - $50,000 | $201 - $1,000 | |
9 | Fidelity Select IT Services Portfolio (FBSOX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Fidelity Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC Bank | $250,001 - $500,000 | 2021 | 20 year fixed |
2 | U.S. Bank | $100,001 - $250,000 | 2019 | 30 year fixed |
3 | PNC Bank | $250,001 - $500,000 | 2015 | 30 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 5 | LLC is held, but is currently inactive. |
8 | 3 | This mortgage was paid off in 2021 when filer and spouse refinanced. |
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