Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.5 M - $6.4 M
Salary
  • salary
    Unknown
Employment
  • Started 01/03/2023

Financial Disclosure Details - OGE Form 278e (01/28/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Legal Aid Society of the District of Columbia
Washington, District of Columbia
Executive Director
3/2022
2
Washington, District of Columbia
Adjunct Professor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
iShares Core U.S. Aggregate Bond ETF (AGG)
$1,001 - $15,000
None (or less than $201)
1.2
Ares Capital Corporation Common Stock (ARCC)
$1,001 - $15,000
None (or less than $201)
1.3
BlackRock Credit Allocation Income Trust (BTZ)
$1,001 - $15,000
None (or less than $201)
1.4
Blackstone Mortgage Trust, Inc. (BXMT)
$1,001 - $15,000
None (or less than $201)
1.5
Crown Castle International Corp. (CCI)
$1,001 - $15,000
None (or less than $201)
1.6
First Trust Preferred Securities and Income ETF (FPE)
$1,001 - $15,000
None (or less than $201)
1.7
Golub Capital BDC Inc. Common Stock (GBDC)
$1,001 - $15,000
None (or less than $201)
1.8
Merck & Co., Inc. (MRK)
$1,001 - $15,000
None (or less than $201)
1.9
NextEra Energy, Inc. (NEE)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
GW Law School
Washington, Florida
Professorial Lecturer at Law - Fall Term
8/2023

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Legal Aid Society of the District of Columbia
Washington, District of Columbia
Executive Director
2
GW Law School
Washington, District of Columbia
Professorial Lecturer at Law

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Bread for the City
salary, bonus
2
Bread for the City, 403 (b) plan
2.1
iShares Core MSCIEmerging Markets ETF (IEMG)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Core MSCI International Developed Markets ETF (IDEV)
$15,001 - $50,000
None (or less than $201)
2.3
iShares Core U.S. Aggregate Bond ETF (AGG)
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX)
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard Value Index Fund Admiral Shares (VVIAX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Apple, Inc. (AAPL)
$100,001 - $250,000
Capital Gains Dividends
$100,001 - $1,000,000
2
Adobe, Inc. (ADBE)
$15,001 - $50,000
Capital Gains Dividends
$1,001 - $2,500
3
American Electric Power Co., Inc. (AEP)
$15,001 - $50,000
Capital Gains Dividends
$5,001 - $15,000
4
Applied Materials, Inc. (AMAT)
$15,001 - $50,000
Capital Gains Dividends
$15,001 - $50,000
5
Amazon.com, Inc. (AMZN)
$15,001 - $50,000
Capital Gains Dividends
$1,001 - $2,500
6
Ares Capital Corporation Common Stock (ARCC)
$1,001 - $15,000
Capital Gains Dividends
$1,001 - $2,500
7
Activision Blizzard, Inc. (ATVI)
$15,001 - $50,000
Capital Gains Dividends
$5,001 - $15,000
8
Bonanza Creek Energy, Inc. (BCEI)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
9
Booking Holdings Inc. (BKNG)
$15,001 - $50,000
Capital Gains Dividends
$5,001 - $15,000
10
BlackRock, Inc. (BLK)
$15,001 - $50,000
Capital Gains Dividends
$5,001 - $15,000

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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