Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.9 M
Salary
- Unknown
Employment
- Started 04/11/2021
Records
Financial Disclosure Details - OGE Form 278e (02/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | senior policy analyst | 4/2021 | |
2 | Washington, District of Columbia | board member | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Center on Budget and Policy Priorities | Salary | $158,868 | |
2 | Center on Budget and Policy Priorities, 403(b) Plan | |||
2.1 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | $100,001 - $250,000 | None (or less than $201) | |
3 | George Washington University, 403(b) Plan | |||
3.1 | TIAA-CREF Lifecycle 2050 Fund Institutional Class Shares (TFTIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | State of California, CalPERS defined benefit plan | $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, but the plan sponsor no longer makes contributions. | 2/2016 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/2009 | |
3 | Sacramento, California | I will continue to participate in this defined benefit plan. | 12/2014 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Policy Analyst |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Amazon.com, Inc. | salary | ||
2 | Amazon.com, Inc., vested restricted stock units | $250,001 - $500,000 | None (or less than $201) | |
3 | Amazon.com, Inc., unvested restricted stock units | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Amazon.com, Inc., 401(k) plan | |||
4.1 | Vanguard Target Retirement 2050 Fund (VFIFX) | $100,001 - $250,000 | None (or less than $201) | |
5 | IRA | |||
5.1 | Vanguard Explorer Fund Investor Shares (VEXPX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Roth IRA | |||
6.1 | Vanguard Explorer Fund Investor Shares (VEXPX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | US bank account #1 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Windsor Fund Investor Shares (VWNDX) | $1,001 - $15,000 | None (or less than $201) | |
8 | US bank account #2 (cash account) | $15,001 - $50,000 | Interest | $201 - $1,000 |
9 | US bank account #3 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
10 | US bank account #4 (cash account) | $1,001 - $15,000 | None (or less than $201) |
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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