Observations
- Millionaire
Estimated Net Worth
- $4.5 M - $8.9 M
Salary
- $191 K
Financial Disclosure Details - OGE Form 278e (05/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chevy Chase, Maryland | co-trustee | Present | |
2 | Chevy Chase, Maryland | co-trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Trend Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Vanguard Institutional Index I | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | Vanguard Wellington Admiral | $100,001 - $250,000 | $1,001 - $2,500 |
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. | 1/1994 |
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 | U.S. bank account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Clearbridge All Cap Value A (SHFVX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3 | Wells Fargo Enterprise A (SENAX) | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Admiral (VFIAX) Shares | $15,001 - $50,000 | $201 - $1,000 | |
2 | Vanguard Developed Markets Index Fund Admiral Shares (VTMGX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | VEMAX Vanguard Emerging Markets Stock Index Admiral Shares | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | VMGMX Vanguard Mid-Cap Growth Index Admiral | $100,001 - $250,000 | $1,001 - $2,500 | |
5 | VMVAX Vanguard Mid-Cap Value Index Admiral | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | VMMXX Vanguard Prime Money Market | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | VSGAX Vanguard Small-Cap Growth Index Admiral | $50,001 - $100,000 | $201 - $1,000 | |
8 | VSIAX Vanguard Small-Cap Value Index Admiral | $15,001 - $50,000 | $1,001 - $2,500 | |
9 | Apple Inc. - Common Stock | $500,001 - $1,000,000 | Capital Gains Dividends | $1,001 - $2,500 |
10 | Fidelity Asset Manager 20% (FASIX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Health Care Index Fund ETF Class Shares (VHT) | Sale | 01/21/2021 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 01/20/2021 | $1,001 - $15,000 |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 03/25/2021 | $1,001 - $15,000 |
4 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | Purchase | 06/18/2021 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 06/28/2021 | $1,001 - $15,000 |
6 | Vanguard Health Care Index Fund ETF Class Shares (VHT) | Sale | 09/13/2021 | $1,001 - $15,000 |
7 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 09/28/2021 | $1,001 - $15,000 |
8 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | Purchase | 12/17/2021 | $1,001 - $15,000 |
9 | Vanguard Windsor II Fund Investor Shares (VWNFX) | Purchase | 12/20/2021 | $1,001 - $15,000 |
10 | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | Purchase | 12/20/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Joel R Marcus-Kurn that is missing from this database?
Drop us a line at [email protected].