Observations
- Millionaire
Estimated Net Worth
- $4.5 M - $16.2 M
Salary
- Unknown
Employment
- 01/20/2021 - 02/22/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (12/21/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hewlett Foundation | Menlo Park, California | Program Director | 1/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Hewlett Foundation | Salary/Bonus | $444,717 | |
2 | Hewlett Foundation | Mortgage Assistance | $148,402 | |
3 | IRA | |||
3.1 | Vanguard Roth IRA (VIGAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Hewlett Foundation | |||
4.1 | Vanguard Institutional Target Retirement 2025 Fund Institutional Class Shares (VRIVX) | $250,001 - $500,000 | None (or less than $201) | |
5 | WRI | |||
5.1 | Capital Income Builder Class R6 Shares (RIRGX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Calvert Balanced Fund Class I Shares (CBAIX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Hewlett Foundation | Menlo Park, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2017 |
2 | WRI | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2003 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Hewlett Foundation | Menlo Park, California | Environment Program Director |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ICF (Consulting Company) | salary, bonus | ||
2 | ICFI Stock | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity 401k | |||
3.1 | PGIM Jennison Growth Fund Class Z Shares (PJFZX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity Extended Market Index Fund (FSMAX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | EuroPacific Growth Fund Class R5 Shares (RERFX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Columbia Small Cap Value Fund II Institutional Class Shares (NSVAX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | MFS Value Fund Class R4 Shares (MEIJX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Capital World Growth & Income Fund Class R5 Shares (RWIFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate - Redwood City, CA | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | Vanguard Growth Index (VIGRX/VIGAX) | $250,001 - $500,000 | None (or less than $201) | |
3 | American Century Ultra (TWCUX) | $250,001 - $500,000 | None (or less than $201) | |
4 | JPMorgan Managed Fund | $500,001 - $1,000,000 | None (or less than $201) | |
5 | JPMorgan Brokerage | |||
5.1 | ClearBridge Value Trust Class C Shares (LMVTX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | ClearBridge Value Trust Class A Shares (LGVAX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Phillips Financial Strategies | $1,000,001 - $5,000,000 | None (or less than $201) | |
6.1 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
6.2 | AFFIRM HLDGS INC COM CL A (AFRM) | $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 | Chase | $1,000,001 - $5,000,000 | 2017 | 30 years |
2 | Navient | $50,001 - $100,000 | 2003 | 30 years |
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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