Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/19/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Washington Center for Equitable Growth 401k | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Shares | $500,001 - $1,000,000 | None (or less than $201) | |
2 | TIAA CREF 403b | |||
2.1 | CENTER FOR ECONOMIC AND POLICY RESEARCH 403(B) PLAN | |||
2.1.1 | TIAA Access Quant Small-Cap Equity Fund T4 | $100,001 - $250,000 | None (or less than $201) | |
2.1.2 | CREF Global Equities R1 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | CENTER FOR ECONOMIC AND POLICY RESEARCH 403(B) DC PLAN | |||
2.2.1 | CREF Global Equities R1 | $15,001 - $50,000 | None (or less than $201) | |
2.2.2 | CREF Money Market R1 | None (or less than $1,001) | None (or less than $201) | |
2.2.3 | TIAA Access Mid-Cap Growth Fund T4 | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I have a 401k with this employer, which they will not contribute to after I exit employment. | 12/2014 | |
2 | Washington, District of Columbia | I will continue to participate in 403(b) plan. The plan sponsor will not make further contributions after my separation. | 1/2003 |
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 | Roosevelt Institute | Salary | ||
2 | Roosevelt Institute 403B DC Plan | |||
2.1 | TIAA Access Lifecycle Fund 2045 T4 | $100,001 - $250,000 | None (or less than $201) | |
3 | Center for Economic and Policy Research 403(B) DC Plan | |||
3.1 | CREF Equity Index R1 | $1,001 - $15,000 | None (or less than $201) | |
3.2 | CREF Global Equities R1 | $1,001 - $15,000 | None (or less than $201) | |
3.3 | CREF Stock R1 | $1,001 - $15,000 | None (or less than $201) | |
4 | Traditional IRA (TIAA - CREF) | |||
4.1 | CREF Money Market R1 | $15,001 - $50,000 | None (or less than $201) | |
4.2 | TIAS-CREF Quant Small-Cap Equity Retirement | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard | |||
1.1 | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Long-Term Treasury Fund Investor Shares | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | Vanguard Small-Cap Index Fund Admiral Shares | $250,001 - $500,000 | $2,501 - $5,000 | |
1.4 | Vanguard STAR Fund | $1,001 - $15,000 | $201 - $1,000 | |
2 | Vanguard Wellesley Income Fund Admiral Shares | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | Residential Rental Property A, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Residential Rental Property B, Washington, DC | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
5 | Sol Systems | $1,001 - $15,000 | Solar Income | $1,400 |
6 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 01/15/2021 | $1,001 - $15,000 |
2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 02/02/2021 | $1,001 - $15,000 |
3 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 02/12/2021 | $1,001 - $15,000 |
4 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 03/02/2021 | $1,001 - $15,000 |
5 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 03/15/2021 | $1,001 - $15,000 |
6 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 04/01/2021 | $1,001 - $15,000 |
7 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 04/15/2021 | $1,001 - $15,000 |
8 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 04/30/2021 | $1,001 - $15,000 |
9 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 05/14/2021 | $1,001 - $15,000 |
10 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 06/02/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $100,001 - $250,000 | 2011 | 30 year fixed |
2 | Chase | $500,001 - $1,000,000 | 2016 | 30 year fixed |
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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