Observations
- Millionaire
Estimated Net Worth
- $9.3 M - $31.3 M
Salary
- Unknown
Employment
- Started 09/06/2022
Financial Disclosure Details - OGE Form 278e (04/12/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Visiting Professor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Center for American Progress Deferred Compensation Plan 457(b) | Cash distribution | $87,857 | |
1.1 | American Mutual Fund Class A Shares (AMRMX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Calvert Equity Fund Class A Shares (CSIEX) | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA 1 Traditional Rollover | Cash Payments | $101,699 | |
2.1 | IRA VHYAX High Dividend Yield Index Admiral | $250,001 - $500,000 | $5,001 - $15,000 | |
2.2 | VTTVX Target Retirement 2025 | $500,001 - $1,000,000 | $15,001 - $50,000 | |
2.3 | VMRXX Cash RES FED MM Admiral | $50,001 - $100,000 | None (or less than $201) | |
2.4 | VEXRX Explorer Fund Admiral | $250,001 - $500,000 | $1,001 - $2,500 | |
2.5 | VFWAX FTSE Allworld ex-US Admiral | $100,001 - $250,000 | $2,501 - $5,000 | |
2.6 | VBTLX Total Bond Index Admiral | $100,001 - $250,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | school in the Spring of 2024. | 1/2001 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor ceased to make further contributions upon my appointment to my current role. | 1/2001 | |
3 | New Haven, Connecticut | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2020 |
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 | Traditional IRA | Cash Payment | $612 | |
1.1 | U.S. bank #1 CD | $15,001 - $50,000 | None (or less than $201) | |
2 | Investment Company Institute 401k Plan | $500,001 - $1,000,000 | Cash Payment | $40,690 |
2.1 | TROWE RETIREMENT 2010 FUND | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | IRA MSP Traditional Rollover | $1,000,001 - $5,000,000 | Cash Payment | $86,521 |
3.1 | VWEAX High Yield Corp Fund Admiral | $250,001 - $500,000 | None (or less than $201) | |
3.2 | VFIDX Inter Invest GR Admiral | $100,001 - $250,000 | None (or less than $201) | |
3.3 | VTIAX Total Inter Stock Index Admiral | $50,001 - $100,000 | None (or less than $201) | |
3.4 | VBTLX Total Bond Market Index Admiral | $250,001 - $500,000 | None (or less than $201) | |
3.5 | VTSAX Total Stock Market Index Admiral | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | T Rowe International Discovery | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | T Rowe New Asia | $15,001 - $50,000 | $201 - $1,000 | |
3 | TRowe Retirement 2010 Fund | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Vanguard Extended Market ETF | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | Vanguard Total Stock Market ETF | $250,001 - $500,000 | $2,501 - $5,000 | |
6 | American Funds Growth Fund of America | $50,001 - $100,000 | $5,001 - $15,000 | |
7 | American Funds New Perspective | $50,001 - $100,000 | $2,501 - $5,000 | |
8 | American Funds Washington Mutual | $50,001 - $100,000 | $2,501 - $5,000 | |
9 | U.S. bank #2 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
10 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe Price Intermediate Tax-Free High Yield Fund, Inc (PRIHX) | Purchase | 12/12/2023 | $50,001 - $100,000 |
2 | T Rowe Price Tax-Free High Yield Fund, Inc (PRFHX) | Purchase | 12/12/2023 | $50,001 - $100,000 |
3 | T Rowe Price Retirement 2010 Fund (TRRAX) | Sale | 12/12/2023 | $100,001 - $250,000 |
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 | This is an uncompensated position. |
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