Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $5.1 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/10/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Senior Scientist | Present | |
2 | Washington, District of Columbia | Professorial Lecturer | Present | |
3 | Poolesville, Maryland | Kayak instructor | Present | |
4 | Washington, District of Columbia | Secretary | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Natural Resources Defense Council 403b plan | |||
1.1 | FIDELITY MID CAP IDEX (FSMDX) | $250,001 - $500,000 | None (or less than $201) | |
1.2 | PARNASSUS CORE EQ IS (PRILX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | T ROWE PRICE SM CAP VALUE I (PRVIX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | MFS VALUE R6 (MEIKX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | CALVERT BOND I (CBDIX) | $100,001 - $250,000 | None (or less than $201) | |
1.6 | FIDELITY INTL INDEX (FSPSX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | FIDELITY 500 INDEX (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | FIDELITY EMERGING MKTS K (FKEMX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | FIDELITY FREEDOM 2030 K (FSNQX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2001 | |
2 | 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. | 1/2013 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Senior Scientist | |
2 | Washington, District of Columbia | Professorial Lecturer |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Baker Hostetler 401k plan | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | Fidelity Contrafund K6 Fund (FLCNX) | $250,001 - $500,000 | None (or less than $201) | |
1.3 | THE B & H COMPOSITE | $100,001 - $250,000 | None (or less than $201) | |
1.4 | METWEST TOT RTN BD P (MWTSX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | WF GOVT SECS IS (SGVIX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | FIDELITY INVESTMENTS MONEY MARKET GOVT INST (FRGXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Baker Hostetler | Salary | ||
3 | Calleva River School | Hourly pay for teaching kayaking lessons | ||
4 | Roth IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wealthfront Individual Investment Account (robo-advisor) | |||
1.1 | VOO Vanguard S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | VXF Vanguard Extended Market ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | VV Vanguard Large-Cap ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | VEA Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | SCHF Schwab International Equity ETF | $1,001 - $15,000 | None (or less than $201) | |
1.6 | VWO Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | IEMG iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | VIG Vanguard Dividend Appreciation | $1,001 - $15,000 | None (or less than $201) | |
1.9 | SCHD Schwab Dow Jones U.S. Dividend 100 Index | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $100,001 - $250,000 | 2013 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | Federal Advisory Committee Act (FACA) position |
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