Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $8.8 M
Salary
- Unknown
Employment
- Started 06/01/2023
Financial Disclosure Details - OGE Form 278e (04/22/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Board of Directors | Present | |
2 | Defend Students Action Fund | Washington, District of Columbia | Board of Directors | Present |
3 | Washington, District of Columbia | Counsel | 5/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Protect Democracy | Salary/Bonus | $54,453 | |
2 | Protect Democracy | Stipends (childcare, phone) | $3,125 | |
3 | 401k (Slavic) | |||
3.1 | iShares MSCI EAFE International Index Fund Class K Shares (BTMKX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX) | $50,001 - $100,000 | None (or less than $201) | |
4 | 401k (Sharebuilder) | |||
4.1 | SPDR Portfolio Developed World ex-US ETF (SPDW) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $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 (401k), but the plan sponsor no longer makes contributions. | 10/2021 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan (401k), but the plan sponsor no longer makes contributions. | 1/2018 |
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 | Williams & Connolly LLP - Distributable net income from partnership share | $1,000,001 - $5,000,000 | Distributable net income from partnership share | |
2 | Williams & Connolly LLP - Partnership equity/capital | $100,001 - $250,000 | None (or less than $201) | |
3 | Williams & Connolly LLP - Defined benefit pension plan | $50,001 - $100,000 | None (or less than $201) | |
4 | Williams & Connolly LLP - Defined contribution deferral/401k savings plan | |||
4.1 | Vanguard Target Ret Tr 2050 II | $250,001 - $500,000 | None (or less than $201) | |
5 | Williams & Connolly LLP - Defined contribution profit sharing plan I | $100,001 - $250,000 | None (or less than $201) | |
6 | Williams & Connolly LLP - Defined contribution profit sharing plan II | $15,001 - $50,000 | None (or less than $201) | |
7 | Williams & Connolly LLP - Defined contribution - rollover savings | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank (cash) #1 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | US Bank (cash) #2 | $50,001 - $100,000 | None (or less than $201) | |
3 | Brokerage Account | |||
3.1 | Crown Castle International Corp. (CCI) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3.2 | Fidelity Advisor Limited Term Municipal Income Fund Class I Shares (FISHX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity Advisor Real Estate Income Fund Class I Shares (FRIRX) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | Fidelity Advisor Strategic Dividend & Income Fund Class I Shares (FSIDX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.5 | SPDR S&PGlobal Infrastructure ETF (GII) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.6 | Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.7 | Gateway Fund Class Y Shares (GTEYX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BCE Inc. Common Stock (BCE) | Sale | 10/03/2023 | $1,001 - $15,000 |
2 | BCE Inc. Common Stock (BCE) | Sale | 10/03/2023 | $1,001 - $15,000 |
3 | STAG Industrial, Inc. (STAG) | Sale | 10/03/2023 | $15,001 - $50,000 |
4 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 08/17/2023 | $1,001 - $15,000 |
5 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 08/17/2023 | $1,001 - $15,000 |
6 | SPDR S&PGlobal Infrastructure ETF (GII) | Purchase | 11/01/2023 | $1,001 - $15,000 |
7 | SPDR S&PGlobal Infrastructure ETF (GII) | Purchase | 08/01/2023 | $1,001 - $15,000 |
8 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | Purchase | 11/01/2023 | $1,001 - $15,000 |
9 | SPDR S&PGlobal Infrastructure ETF (GII) | Purchase | 12/01/2023 | $1,001 - $15,000 |
10 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | Purchase | 08/01/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $15,001 - $50,000 | 2005 | 84 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
3 | 1 | No longer contribute. |
3 | 2 | No longer contribute. |
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