Estimated Net Worth
- $408 K - $1.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Collier County, Florida | Trustee | Present | |
2 | Collier County, Florida | Trustee | Present | |
3 | Collier County, Florida | Trustee | Present | |
4 | Washington, District of Columbia | Deputy Lead, National Security Appointments | 1/2021 | |
5 | Washington, District of Columbia | Consultant | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Quadrant Strategies LLC (Focus group consulting) | Consulting Fees | $1,100 | |
2 | PT Fund Inc. | Salary | $24,347 |
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 | |
2021 UPDATE: This plan was rolled into my TSP, so will no longer be included in future filings. |
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 | Schwab Roth IRA | |||
1.1 | ISHARES MSCI EAFE VALUE ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | SCHWAB US BROAD MARKET ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | VANGUARD SMALL CAP. | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American Funds EuroPacific Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
1.5 | American Funds EuroPacific Growth Fund® Class F-2 AEPFX | $1,001 - $15,000 | None (or less than $201) | |
1.6 | BARON EMERGING MARKETS | $1,001 - $15,000 | None (or less than $201) | |
1.7 | BARON EMERGING MARKETS | $1,001 - $15,000 | None (or less than $201) | |
1.8 | BLACKROCK EQUITY DIVIDEN | $1,001 - $15,000 | None (or less than $201) | |
1.9 | DIAMOND HILL LARGE CAP | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S.bank #1 (cash-savings) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Charles Schwab Joint Tenant | |||
3.1 | ISHARES MSCI EAFE VALUE ETF | $15,001 - $50,000 | None (or less than $201) | |
3.2 | SCHWAB INTERNATIONAL EQUITY ETF | $1,001 - $15,000 | None (or less than $201) | |
3.3 | SCHWAB US BROAD MARKET ETF | $1,001 - $15,000 | None (or less than $201) | |
3.4 | SCHWAB US SMALL CAP ETF | $1,001 - $15,000 | None (or less than $201) | |
3.5 | AMERICAN FUNDS EUROPACIF IC GROWTH F1 | $1,001 - $15,000 | None (or less than $201) | |
3.6 | BARON EMERGING MARKETS I NSTITUTIONAL | $1,001 - $15,000 | None (or less than $201) | |
3.7 | BLACKROCK EQUITY DIVIDEN D INV A | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Nothing reported in this section | ||
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