Estimated Net Worth
- $872 K - $2.3 M
Salary
- Unknown
Employment
- Started 02/08/2021
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | South Bend, Indiana | Professor of the Practice | 2/2021 | |
2 | New York, New York | Senior Adviser | 2/2021 | |
3 | New York , New York | Non Equity Partner | 2/2021 | |
4 | Baltimore, Maryland | Director | 2/2021 | |
5 | Washington, District of Columbia | Leadership Board Member | 2/2021 | |
6 | New York , New York | Board Member | 2/2021 | |
7 | Arlington , Virginia | Board Member | 2/2021 | |
8 | Silver Spring, Maryland | Board Member | 2/2021 | |
9 | Chicago , Illinois | Member of Steering Committee | 2/2021 | |
10 | Washington , District of Columbia | Non-Resident Scholar | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Catalyte | None (or less than $1,001) | Ordinary Income | $126,403 |
2 | University of Notre Dame, Keough School of Global Affairs | Salary | $18,327 | |
3 | WorkRise, a nonprofit organization focused on market research | Stipend | $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Baltimore, Maryland | Pursuant to my Ethics Agreement I forfeited my unvested stock options in Catalyte upon separation from the Catalyte Board, which occurred upon confirmation last February. At the same time and as reported in Part Two I divested my vested stock options in Catalyte. | 2/2021 | |
2 | Washington, District of Columbia | Pursuant to my agreement with Workrise as.a Leadership Board Member, I was scheduled to receive a $10,000 annual stipend in two parts: one for $5000 in January and another for $5000 in June. I resigned from the Workrise Leadership Board upon confirmation and forfeited the second $5000 payment. As reported in Part Two, I received the first $5000 payment in January 2021. | 1/2021 | |
3 | New York , New York | I have a 401a retirement fund at Markle. The Foundation no longer contributes to that fund. | 3/2017 | |
4 | South Bend, Indiana | This fund remains at Notre Dame. Notre Dame Keough School no longer contributes to the fund. | 8/2020 |
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 | Vets Community Connections | salary | ||
2 | IRA | |||
2.1 | U.S. Bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | CAAAX Calvert Growth Allocation CL A | $15,001 - $50,000 | None (or less than $201) | |
4 | Rollover IRA | |||
4.1 | CSIEX Calvert Equity CL A | $15,001 - $50,000 | None (or less than $201) | |
4.2 | CSIBX Calvert Bond CL A | $1,001 - $15,000 | None (or less than $201) | |
5 | Roth IRA | |||
5.1 | CSIEX Calvert Equity CL A | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | MD 529 College Savings Plan #1 | Cash Payment | $131,590 | |
2.1 | MD 529 T.Rowe Price Bond and Income Portfolio | $100,001 - $250,000 | None (or less than $201) | |
3 | MD 529 College Savings Plan #2 | |||
3.1 | MD 529 T.Rowe Price Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
4 | MD 529 College Savings Plan #3 | |||
4.1 | MD 529 T. Rowe Price Portfolio 2027 | $100,001 - $250,000 | None (or less than $201) | |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) Child 1 | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Catalyte | Sale | 05/14/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage | $250,001 - $500,000 | 2020 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | our joint account. at same bank as LLC but for spouse and me |
7 | 1 | Pursuant to my Ethics Agreement and as reported in Parts Two and Three of this filing, I divested of Catalyte Stock Options when I separated from the Catalyte Board. |
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