Observations
- Millionaire
Estimated Net Worth
- $6.4 M - $18.1 M
Salary
- Unknown
Employment
- Started 07/16/2021
Financial Disclosure Details - OGE Form 278e (06/20/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Fellow | 7/2021 | |
2 | Washington, District of Columbia | Visiting Scholar | 1/2021 | |
3 | New Haven, Connecticut | Part-time Lecturer | 6/2021 | |
4 | Greenwich, Connecticut | Part-time consultant | 1/2021 | |
5 | Basel, Outside U.S. | Academic Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Magellan Fund (FMAGX) | $100,001 - $250,000 | 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. | 2/2017 | |
2 | New Haven, Delaware | The teaching contract covers Aug 2020 to May 2021, with 10 equal payments. I will complete my teaching requirements in February, but payments will continue through May. | 8/2020 | |
3 | Washington, District of Columbia | I am on an unpaid leave of absence from January 20, 2021 to July 20, 2021. If confirmed, I will resign from my position. | 1/2021 |
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 | Baker Hostetler (Law firm) | salary, bonus | ||
2 | Baker Hostetler defined contribution plan | |||
2.1 | B&H Composite, managed fund by BakerHostetler with Fidelity as advisor, for defined contribution | Over $1,000,000 | $50,001 - $100,000 | |
2.2 | PIMCO Real Return Fund Institutional Class Shares (PRRIX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
2.3 | Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2.4 | Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
2.5 | Fidelity S&P 500 Index Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | Baker Hostetler, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
4 | IRA: Fidelity Government Income Fund (FGOVX) | $50,001 - $100,000 | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | US bank #2 (Cash) | $1,000,001 - $5,000,000 | Interest | $5,001 - $15,000 |
3 | US bank #3 (Cash) | $1,000,001 - $5,000,000 | Interest | $15,001 - $50,000 |
4 | US bank #4 (Cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | US bank #5 (Cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
6 | Calvert ultra short duration income fund | $100,001 - $250,000 | $1,001 - $2,500 | |
7 | Vanguard Windsor Fund Admiral Shares (VWNEX) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Templeton Global Smaller Companies | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
10 | T. Rowe Price Equity Income | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Cisco Systems, Inc. (CSCO) | Sale | 10/13/2021 | $1,001 - $15,000 |
2 | QUALCOMM, Inc. (QCOM) | Sale | 10/13/2021 | $1,001 - $15,000 |
3 | QUALCOMM, Inc. (QCOM) | Sale | 10/14/2021 | $1,001 - $15,000 |
4 | T Rowe Price Maryland Tax-Free Bond Fund (MDXBX) | Sale | 10/14/2021 | $50,001 - $100,000 |
5 | T Rowe Price Maryland Tax-Free Bond Fund (MDXBX) | Sale | 10/13/2021 | $250,001 - $500,000 |
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 |
|---|---|---|
1 | 1 | On an unpaid leave of absence. |
7 | 3 | One-half of these holdings of Qualcomm were held in book entry form and the sale of those shares were not executed as quickly as the shares held directly. |
7 | 4 | Sales were conducted over two days because of limits on the amount of sale on a single day. |
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