Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.1 M - $2.9 M
Salary
- $130 K
Employment
- Started 02/01/2022
Financial Disclosure Details - OGE Form 278e (10/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | WASHINGTON, District of Columbia | SENIOR ADVISOR TO THE CHIEF OF STAFF | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT FUND, Inc. | Salary | $7,123 | |
2 | Small IRA | |||
2.1 | ISHARES MSCI KLD 400 SCL ETF | $1,001 - $15,000 | None (or less than $201) | |
3 | Medium IRA | |||
3.1 | VANGUARD 500 INDX ADMIRAL | $15,001 - $50,000 | None (or less than $201) | |
3.2 | VANGUARD DIVERSIFIED EQ INV | $1,001 - $15,000 | None (or less than $201) | |
3.3 | VANGUARD EMER MKT STK IDX ADM | $1,001 - $15,000 | None (or less than $201) | |
3.4 | VANGUARD EXPLORER INV | $1,001 - $15,000 | None (or less than $201) | |
3.5 | VANGUARD INTL EXPLORER INDV | $1,001 - $15,000 | None (or less than $201) | |
3.6 | VANGUARD TOTAL BD MKT INDX ADM | $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 this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 11/2015 |
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 | Employer - District of Columbia Government | salary | ||
2 | IRA | |||
2.1 | ISHARES MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ISHARES MSCI EMERGING MKTS ETF (EEM) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | ISHARES RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | ISHARES RUSSELL MID-CAP ETF (IWR) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | SPDR S&P 500 ETF TRUST (SPY) | $1,001 - $15,000 | None (or less than $201) | |
3 | 401k | |||
3.1 | Vanguard Small Cap Growth Index Adm | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Fidelity Global ex US Index | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) #1 | $50,001 - $100,000 | Interest | None (or less than $201) |
2 | Cash in a Brockerage Account #1 | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank account (cash) #2 | $250,001 - $500,000 | $201 - $1,000 | |
4 | DC 529 Plan #1: | |||
4.1 | U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Non-U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.3 | U.S. Small Cap Equity Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | DC 529 Plan #2: | |||
5.1 | U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Non-U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Intel Corp. (INTC) | Sale | 06/18/2021 | $15,001 - $50,000 |
2 | Southwest Airlines Co. (LUV) | Sale | 05/21/2021 | $15,001 - $50,000 |
3 | McKesson Corp. (MCK) | Sale | 06/18/2021 | $15,001 - $50,000 |
4 | International Business Machines Corp. (IBM) | Sale | 06/18/2021 | $50,001 - $100,000 |
5 | PepsiCo, Inc. (PEP) | Sale | 06/18/2021 | $15,001 - $50,000 |
6 | Union Pacific Corp. (UNP) | Sale | 06/18/2021 | $15,001 - $50,000 |
7 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 05/21/2021 | $15,001 - $50,000 |
8 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 07/06/2021 | $100,001 - $250,000 |
9 | Invesco NASDAQ Next Gen 100 ETF (QQQJ) | Purchase | 07/06/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
7 | 1 | This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21. |
7 | 2 | This sale is reflected on filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 5/23/21 and value as $1k-15k. |
7 | 3 | This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21. |
7 | 4 | This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21 and value as $15k-50k. |
7 | 5 | This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21. |
7 | 6 | This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21. |
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