Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $4.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Bloomberg LP (BloombergNEF division) | Washington, District of Columbia | Head of Americas, BNEF | 7/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Bloomberg LP (BloombergNEF division) (Financial information provider / clean energy research provider) | Salary/Bonus | $349,549 | |
2 | Bloomberg LP, 401(k) plan: | |||
2.1 | LifePath Index Retirement non-Lendable | $100,001 - $250,000 | None (or less than $201) | |
2.2 | LifePath Index 2025 non-Lendable M | $15,001 - $50,000 | None (or less than $201) | |
2.3 | LifePath Index 2035 non-Lendable M | $250,001 - $500,000 | None (or less than $201) | |
2.4 | BlackRock Short Term Investment W | $15,001 - $50,000 | None (or less than $201) | |
3 | Gannett, 401(k) plan: | |||
3.1 | Vanguard target 2035 | $15,001 - $50,000 | None (or less than $201) | |
4 | Paramount, 401(k) plan: | |||
4.1 | Fidelity S&P 500 Index Fund | $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. | 1/2010 | |
2 | Gannett | McLean, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 11/2002 |
3 | Paramount | 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. | 9/1999 |
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 | Capital One | salary, bonus | ||
2 | Capital One, vested restricted stock | $1,001 - $15,000 | None (or less than $201) | |
3 | Capital One, 401(k) plan: | |||
3.1 | BR LifePath Index 2040 | $100,001 - $250,000 | None (or less than $201) | |
4 | Capital One, deferred compensation: | |||
4.1 | FIMM Govt Institutional | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Mercer Cr FXD Inc Yd3 | $15,001 - $50,000 | None (or less than $201) | |
4.3 | MERCER US LGCPEQ Y3 | $50,001 - $100,000 | None (or less than $201) | |
5 | Capital One, ESPP plan | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
6 | Capital One, unvested restricted stock | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage money market account (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | Brokerage account #1: | |||
2.1 | iShares MSCI KLD 400 Social ETF (DSI) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | iShares Russell 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | Nuveen Virginia Municipal Bond Fund Class I Shares (NMVAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.6 | Nuveen High Yield Municipal Bond Fund Class I Shares (NHMRX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.7 | Nuveen Limited Term Municipal Bond Fund Class I Shares (FLTRX) | $15,001 - $50,000 | $201 - $1,000 | |
2.8 | Cash Sweep Account | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Capital One Financial Corp. (COF) | Purchase | 07/31/2023 | $1,001 - $15,000 |
2 | Capital One Financial Corp. (COF) | Purchase | 08/31/2023 | $1,001 - $15,000 |
3 | Capital One Financial Corp. (COF) | Purchase | 09/30/2023 | $1,001 - $15,000 |
4 | Capital One Financial Corp. (COF) | Purchase | 10/31/2023 | $1,001 - $15,000 |
5 | Capital One Financial Corp. (COF) | Purchase | 11/30/2023 | $1,001 - $15,000 |
6 | Capital One Financial Corp. (COF) | Purchase | 12/31/2023 | $1,001 - $15,000 |
7 | Calvert High Yield Bond Fund Class I Shares (CYBIX) | Purchase | 10/04/2023 | $1,001 - $15,000 |
8 | Calvert Bond Fund Class I Shares (CBDIX) | Purchase | 10/04/2023 | $50,001 - $100,000 |
9 | iShares ESG MSCI EAFE ETF (ESGD) | Purchase | 10/04/2023 | $1,001 - $15,000 |
10 | Nuveen ESG Small-Cap ETF (NUSC) | Purchase | 10/04/2023 | $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 |
|---|---|---|
5 | 2 | Filer received a 208(b)(1) waiver for his spouse's interests in restricted and common stock received through employment. |
5 | 5 | Filer received a 208(b)(1) waiver for his spouse's interests in restricted and common stock received through employment. |
5 | 6 | Filer received a 208(b)(1) waiver for his spouse's interests in restricted and common stock received through employment. |
5 | 7 | Inadvertently reported these assets in Part 2 on New Entrant 278. |
6 | 2 | Inadvertently reported the assets in this account in both Part 5 (as an IRA) and Part 6 (as a brokerage) on the New Entrant 278. |
7 | 1 | Purchased through the ESPP plan. |
7 | 2 | Purchased through the ESPP plan. |
7 | 3 | Purchased through the ESPP plan. |
7 | 4 | Purchased through the ESPP plan. |
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