Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.9 M
Salary
- $130 K
Records
Financial Disclosure Details - OGE Form 278e (04/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Vice President and Chief Innovation Officer | 1/2021 | |
2 | Philadelphia, Pennsylvania | Co-trustee | Present | |
3 | Washington, District of Columbia | Team Captain HUD Review Team (volunteer) | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Urban Institute | $15,001 - $50,000 | Salary/Bonus/Pa yout of unused leave | $40,649 |
2 | IRA | |||
2.1 | Fidelity Contrafund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Growth and Income | None (or less than $1,001) | None (or less than $201) | |
3 | John D. and Catherine T. MacArthur Foundation, defined contribution plans | |||
3.1 | Vanguard Developed Markets Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Index Fund Institutional Shares | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Vanguard Intermediate-Term Bond Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard Mid-Cap Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Vanguard Total International Stock Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in the 403(b) and MacArthur Retirement Plan, both defined contribution plans, but the plan sponsor no longer makes contributions. | 7/2001 | |
2 | 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. | 5/2013 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash accounts) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | Ameren Corp. (AEE) | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
3 | Prosper Investment (internet based peer to peer lending platform, no knowledge of borrowers) | $1,001 - $15,000 | Interest | $1,001 - $2,500 |
4 | Calvert Balanced Fund-A | $1,001 - $15,000 | $201 - $1,000 | |
5 | Fidelity Series Government Money Market Fund (FGNXX) | $1,001 - $15,000 | None (or less than $201) | |
6 | GeorgePutnam Balanced Fund Class A Shares (PGEOX) | $1,001 - $15,000 | $201 - $1,000 | |
7 | Vanguard/Wellington Fund, Inc Investor Shares (VWELX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | Illinois 529 Plan | |||
8.1 | Indexed Conservative Age-Based Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
9 | Virginia 529 Plan |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Eaton Corp. Plc (ETN) | Sale | 04/07/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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