Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $7.9 M
Salary
- Unknown
Employment
- Started 01/20/2021
Records
Financial Disclosure Details - OGE Form 278e (05/20/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Volunteer performing chief of staff duties for Janet Yellen during Biden Presidential transition | 1/2021 | |
2 | Washington, District of Columbia | Global Head of Public Policy | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Lifepath Index 2035 non-lendable fund M | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Federal Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Fidelity Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $100,001 - $250,000 | None (or less than $201) | |
6 | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) | $100,001 - $250,000 | None (or less than $201) | |
7 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $250,001 - $500,000 | None (or less than $201) | |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | None (or less than $201) | |
9 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $50,001 - $100,000 | None (or less than $201) | |
10 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Global Head of Public Policy |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Softbank International Group | salary, bonus | ||
2 | Softbank International Group, defined contribution plan | |||
2.1 | American Funds 2035 Trgt Date Retire R5E | $100,001 - $250,000 | None (or less than $201) | |
3 | IRA 1 | |||
3.1 | Vanguard FTSE All-World ex-US Index Fund (VFWAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Intermediate-Term Investment- Grade Fund (VFIDX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Vanguard Short-Term Investment-Grade Fund (VFSUX) | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Vanguard Total Bond Market Index Fund A (VBTLX) | $250,001 - $500,000 | None (or less than $201) | |
3.5 | Vanguard Total International Bond Index Fund (VTABX) | $100,001 - $250,000 | None (or less than $201) | |
3.6 | Vanguard Total Stock Market Index Fund (VTSAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC College Savings 2028 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | DC College Savings 2025 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Virginia 529 2027 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | Virginia 529 2024 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | DC College Savings 2022 Portfolio | $100,001 - $250,000 | None (or less than $201) | |
6 | DC College Savings 2028 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
7 | Virginia College Savings Plan, American Funds College 2021 Fund Class 529-A Shares (CTOAX) | $250,001 - $500,000 | None (or less than $201) | |
8 | Virginia College Savings Plan, American Funds College 2027 Fund Class 529-A Shares (CSTAX) | $100,001 - $250,000 | None (or less than $201) | |
9 | U.S. federal credit union (cash account) | $100,001 - $250,000 | Interest | $201 - $1,000 |
10 | U.S. bank (cash account) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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