Estimated Net Worth
- $525 K - $1.4 M
Salary
- Unknown
Employment
- Started 01/22/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Estee Lauder Companies | New York, New York | Vice President | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Estee Lauder Companies | Wages/stock option income | $150,130 | |
2 | IRA #1 | |||
2.1 | Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Freedom 2030 Fund (FFFEX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Low-Priced Stock Fund (FLPSX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Invesco Exchange Traded FD TR II Nasdaq 100 ETF (QQQM) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Invesco Exchange Traded FD TR II Invesco PHLX SM (SOXQ) | None (or less than $1,001) | None (or less than $201) | |
2.8 | Global X Lithium & Battery Tech ETF (LIT) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The Estee Lauder Companies | New York, New York | Vested stock options can be exercised within 90 days of my last day of employment. Unvested stock options are forfeited as of my last day of employment. | 6/2017 |
2 | The Estee Lauder Companies | New York, New York | Restricted (unvested) stock is forfeited on my last day of employment. | 6/2017 |
3 | The Estee Lauder Companies | New York, New York | Vested stock does not expire and can be held indefinitely or until I choose to sell. | 6/2017 |
4 | The Estee Lauder Companies | New York, NY, New York | I will not participate in this defined contribution plan after my separation. | 6/2017 |
5 | The Estee Lauder Companies | New York, New York | I will defer payment on my company-provided pension until my normal retirement date. The pension will continue to earn interest until the date of distribution. | 6/2017 |
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 | Residential real estate, Washington, DC | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank #2 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | U.S. Bank (CD) | None (or less than $1,001) | Interest | $201 - $1,000 |
4 | The Estee Lauder Companies, stock | $50,001 - $100,000 | Capital Gains Dividends | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Estee Lauder Cos. (EL) | Sale | 04/23/2021 | $100,001 - $250,000 |
2 | Estee Lauder Cos. (EL) stock (options exercised) | Purchase | 04/23/2021 | $50,001 - $100,000 |
3 | Fidelity Contrafund (FCNTX) | Sale | 06/04/2021 | $1,001 - $15,000 |
4 | Fidelity Extended Market Index Fund (FSMAX) | Sale | 08/20/2021 | $1,001 - $15,000 |
5 | Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) (multiple sales) | Sale | $1,001 - $15,000 | |
6 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | Sale | 02/16/2021 | $1,001 - $15,000 |
7 | Vanguard International Growth Fund Investor Shares (VWIGX) | Purchase | 02/16/2021 | $1,001 - $15,000 |
8 | Vanguard Health Care Fund Investor Shares (VGHCX) (multiple sales) | Sale | $1,001 - $15,000 | |
9 | Vanguard International Growth Fund Investor Shares (VWIGX) | Sale | 05/28/2021 | $1,001 - $15,000 |
10 | Vanguard International Growth Fund Investor Shares (VWIGX) | Sale | 12/07/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $250,001 - $500,000 | 2013 | 30 years |
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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