Estimated Net Worth
- $49 K - $385 K
Salary
- Unknown
Employment
- Started 03/11/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | District of Columbia, 457(b) | |||
1.1 | Vantagepoint PLUS Fund R10 | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Federal Money Market | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Institutional Index | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DFA US Core Equity 1 | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Small-Cap Index Instl | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Brown Cap Mgmt Small Co Instl | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American Funds New Perspective | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Harbor International Instl | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Virtus Vontobel Emerg Mkts Ops | $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 | I will continue to participate in the 457b defined contribution plan. The plan sponsor did not and will not make further contributions following my separation. | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank Checking Account | $15,001 - $50,000 | None (or less than $201) | |
2 | ISHARES S&P MIDCAP 400 INDEX | $1,001 - $15,000 | None (or less than $201) | |
3 | AMERICAN FUNDAMENTAL INV A - C | $1,001 - $15,000 | None (or less than $201) | |
4 | AMERICAN GR FD OF AMERICA A | $1,001 - $15,000 | None (or less than $201) | |
5 | INVESCO DEVELOPING MKTS A | $1,001 - $15,000 | None (or less than $201) | |
6 | JOHN HANCOCK DISC VAL MDCP A | $1,001 - $15,000 | None (or less than $201) | |
7 | MFS GLOBAL EQUITY A | $1,001 - $15,000 | None (or less than $201) | |
8 | PUTNAM ULTRA SHT DUR INC A | $15,001 - $50,000 | $15,001 - $50,000 | |
9 | New World Fund, Inc Class C Shares (NEWCX) | $1,001 - $15,000 | None (or less than $201) | |
10 | MFS Global Equity Fund Class C Shares (MWECX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Putnam Ultra Short Duration Income Fund Class A | Sale | 02/08/2022 | $15,001 - $50,000 |
2 | Putnam Ultra Short Duration Income Fund Class A | Sale | 02/09/2022 | $1,001 - $15,000 |
3 | Putnam Ultra Short Duration Income Fund Class A | Sale | 08/09/2022 | $1,001 - $15,000 |
4 | First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | Purchase | 02/17/2022 | $1,001 - $15,000 |
5 | First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | Purchase | 08/11/2022 | $1,001 - $15,000 |
6 | New World Fund Inc. Class C | Purchase | 02/08/2022 | $1,001 - $15,000 |
7 | MFS Global Equity Fund Class C | Purchase | 02/08/2022 | $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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