Observations
- Millionaire
Estimated Net Worth
- $4.0 M - $9.8 M
Salary
- Unknown
Employment
- Started 10/06/2021
Financial Disclosure Details - OGE Form 278e (05/05/2023)
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 | First American Government Obligations Fund Class Z Shares (FGZXX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Brown Advisory Sustainable Bond Fund Institutional Class Shares (BAISX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | Brown Advisory Intermediate Income Fund Investor Class Shares (BIAIX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | Brown Advisory Small-Cap Growth Fund Institutional Class Shares (BAFSX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Brown Advisory Flexible Equity Fund Institutional Class Shares (BAFFX) | $50,001 - $100,000 | $201 - $1,000 | |
6 | Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
7 | Georgetown University Defined Contribution Retirement Plan - 403(b) | $50,001 - $100,000 | ||
7.1 | Fidelity Freedom Index 2025 Fund Investor Class | $250,001 - $500,000 | None (or less than $201) | |
8 | Georgetown University Voluntary Contribution Retirement Plan - 403(b) | |||
8.1 | Fidelity Freedom Index 2025 Fund Investor Class | $100,001 - $250,000 | 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 my defined contribution and my voluntary contribution plans after my separation. The plan sponsor will not make further contributions after my separation. | 3/2013 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions. | 6/2003 |
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 | First American Government Obligations Fund Cl Z | $15,001 - $50,000 | None (or less than $201) | |
2 | Brown Advisory Intermediate Income Fund Cl Inv | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | Brown Advisory Sustainable Bond Fund Cl Inst | $100,001 - $250,000 | $1,001 - $2,500 | |
4 | Brown Advisory Total Return Fund Cl Inst | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | Brown Advisory Flexible Equity Fund Cl Inv | $100,001 - $250,000 | $201 - $1,000 | |
6 | Brown Advisory Global Leaders Fund Cl Inst | $100,001 - $250,000 | $201 - $1,000 | |
7 | Brown Advisory Small-Cap Growth Fund Institutional Class Shares (BAFSX) | $50,001 - $100,000 | None (or less than $201) | |
8 | University of Maryland | salary, bonus | ||
9 | The Ohio State University - 01/25/2022 | Honorarium | $2,500 | |
10 | Johns Hopkins University - 08/30/2022 | Honorarium | $1,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | First American Government Obligations Fund Cl Z | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | Organon & Co. | None (or less than $1,001) | None (or less than $201) | |
3 | Alphabet, Inc. Cl A | $15,001 - $50,000 | None (or less than $201) | |
4 | Alphabet, Inc. Cl C | $15,001 - $50,000 | None (or less than $201) | |
5 | Vontier Corp. | None (or less than $1,001) | None (or less than $201) | |
6 | Ecolab, Inc. | $1,001 - $15,000 | None (or less than $201) | |
7 | Bristol-Myers Squibb Co. | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | Costco Wholesale Corp. | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | Vanguard Emerging Markets Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
10 | Roper Technologies, Inc. | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Brown Advisory Tax Exempt Bond Fund Investor Class Shares (BIAEX) | Purchase | 03/18/2022 | $250,001 - $500,000 |
2 | Federated Hermes Municipal Ultrashort Bond Fund (FMUSX) | Purchase | 03/18/2022 | $50,001 - $100,000 |
3 | Brown Advisory Mortgage Securities Fund Institutional Class Shares (BAFZX) | Purchase | 03/18/2022 | $100,001 - $250,000 |
4 | Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Class Shares (BITEX) | Sale | 03/18/2022 | $500,001 - $1,000,000 |
5 | Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Class Shares (BITEX) | Purchase | 05/18/2022 | $250,001 - $500,000 |
6 | Brown Advisory Tax Exempt Bond Fund Institutional Class Shares (BTEIX) | Sale | 05/18/2022 | $250,001 - $500,000 |
7 | Vanguard GNMA Fund Admiral Shares (VFIJX) | Purchase | 08/23/2022 | $100,001 - $250,000 |
8 | Brown Advisory Mortgage Securities Fund Institutional Class Shares (BAFZX) | Sale | 08/23/2022 | $100,001 - $250,000 |
9 | Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) | Purchase | 08/23/2022 | $100,001 - $250,000 |
10 | Brown AdvisoryGlobal Leaders Fund Institutional Shares (BAFLX) | Sale | 08/23/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper #1 | $15,001 - $50,000 | 2013 | 10 years |
2 | Mr. Cooper #2 | $15,001 - $50,000 | 2013 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | under reporting threshold |
6 | 5 | under reporting threshold |
6 | 38 | This is a gifted asset. I have checked all available paperwork to determine whether oil, gas, or both are the subject of the lease, the location of the property, and the value of the asset. California Resources Corp is in Chapter 11 bankruptcy. I have contacted the company and the U.S. Bankruptcy Trustee to obtain the information, but they have not responded to my inquiries. |
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