Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $4.4 M
Salary
- $170 K
Employment
- Started 12/05/2021
Financial Disclosure Details - OGE Form 278e (04/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | J Street - retirement plan | |||
1.1 | Voya Intermediate Bond Port S | $1,001 - $15,000 | None (or less than $201) | |
1.2 | VY TRowePrice Eqty Income Pt Srv | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Voya U.S. Stock Index Port Inst | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Victory Sycmr Sm Comp Opporty Fd R | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Inv Dev Mrkts Fd A | $15,001 - $50,000 | None (or less than $201) | |
2 | Burson-Marsteller WPP | |||
2.1 | Vanguard Target Retire 2040 | $100,001 - $250,000 | None (or less than $201) | |
3 | Fenton Communications - retirement plan | |||
3.1 | John Hancock Multimanager Growth LS | $15,001 - $50,000 | 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, but the plan sponsor no longer makes contributions. | 4/2017 | |
2 | Burson-Marsteller WPP | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2013 |
3 | Fenton Communications | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2003 |
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 | Venn Strategies (Consulting firm) | salary + bonuses + commissions | ||
2 | Convenntus (Consulting/ DC Hill events) | $1,001 - $15,000 | commissions + dividends (part ownership interest) | |
3 | Venn Strategies 401K Profit Sharing Plan | |||
3.1 | AMER FUNDS EUROPACFIC R6 | $50,001 - $100,000 | None (or less than $201) | |
3.2 | AMER FUNDS NEW WORLD R6 | $15,001 - $50,000 | None (or less than $201) | |
3.3 | AMER FUNDS SMALLCAP R6 | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard Small Cap Value Index ADM | $15,001 - $50,000 | None (or less than $201) | |
3.5 | VANG MIDCAP VAL INDEX ADM | $15,001 - $50,000 | None (or less than $201) | |
3.6 | VANG EQUITY INCOME ADM | $50,001 - $100,000 | None (or less than $201) | |
3.7 | VANG GROWTH INDEX ADM | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank account #2 | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | U.S. bank account #3 | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | DC College Savings 529 (DC #1) | None (or less than $201) | ||
4.1 | 2031 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
5 | DC College Savings 529 (DC #2) | None (or less than $201) | ||
5.1 | 2034 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
6 | T. Rowe Price 529 (DC #1) | None (or less than $201) | ||
6.1 | PORTFOLIO 2033 | $50,001 - $100,000 | None (or less than $201) | |
7 | Residential real estate #1, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | JPMorgan Emerging Markets Equity Fund Class I Shares (JEMSX) | Purchase | 05/19/2022 | $1,001 - $15,000 |
2 | JPMorgan Emerging Markets Research Enhanced Equity Fund Class I Shares (EMREX) | Purchase | 05/19/2022 | $1,001 - $15,000 |
3 | HLEIX | Purchase | 05/19/2022 | $1,001 - $15,000 |
4 | JEPIX | Purchase | 05/19/2022 | $1,001 - $15,000 |
5 | HLQVX | Purchase | 05/19/2022 | $1,001 - $15,000 |
6 | JPMorgan Growth Advantage Fund Class I Shares (JGASX) | Purchase | 05/19/2022 | $1,001 - $15,000 |
7 | JPMorgan International Research Enhanced Equity ETF JPMorgan International Research Enhanced Equity ETF (JIRE) | Purchase | 05/19/2022 | $1,001 - $15,000 |
8 | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | Purchase | 05/19/2022 | $1,001 - $15,000 |
9 | VSIEX | Purchase | 05/19/2022 | $1,001 - $15,000 |
10 | Artisan Value Fund Advisor Class Shares (APDLX) | Sale | 05/19/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SunTrust | $250,001 - $500,000 | 2015 | 30 years |
2 | Wells Fargo | $100,001 - $250,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | Paid off this mortgage in January of 2022 |
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