Estimated Net Worth
- $682 K - $2.0 M
Salary
- Unknown
Employment
- Started 11/02/2021
Records
Financial Disclosure Details - OGE Form 278e (02/01/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Economic Pod Leader for Cabinet Confirmations for Biden-Harris transition | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Bennet for Colorado | salary | $3,984 | |
2 | Colorado Common Sense | salary | $10,956 | |
3 | Bennet for America | salary | $7,968 | |
4 | U.S. Senator Michael Bennet (personal) | consulting fees | $10,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Denver, Colorado | Served as an advisor to the campaign. | |
2 | Denver, Colorado | Served as an advisor to the campaign. | |
3 | Washington, District of Columbia | Served as an advisor for this leadership political action committee. | |
4 | Denver, Colorado | Performed consulting services related to my senate duties. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Education Forward DC | salary | ||
2 | Morgan Stanley Consulting Group Advisor IRA | |||
2.1 | Ishares Core High Dividend ETF | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | MFS Intl Diversification I | $1,001 - $15,000 | None (or less than $201) | |
2.4 | PGIM Jennison Growth Z | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Virtus Vontobel Emrg Mkt Opp I | $1,001 - $15,000 | None (or less than $201) | |
3 | Debevoise & Plimpton LLP 401(k) | |||
3.1 | Vanguard Instl Index Fund Instl Plus Shares | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Real Estate Index Fund Instl Shares | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | US credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | New York 529 | cash distribution | $10,000 | |
3.1 | Aggressive Age-Based Option: Conservative Growth Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Value Stock Index Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | Virginia 529 #1 | cash distribution | $10,000 | |
4.1 | American Funds Capital World Growth and Income Fund Class 529-A | $1,001 - $15,000 | None (or less than $201) | |
4.2 | American Funds Capital World Growth and Income Fund Class 529-C | $1,001 - $15,000 | None (or less than $201) | |
4.3 | American Funds EuroPacific Growth Fund Class 529-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 |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage | $500,001 - $1,000,000 | 2012 | 30 years |
2 | U.S. Senate Federal Credit Union | $100,001 - $250,000 | 2017 | 10 years |
3 | EdFinancial Services | $15,001 - $50,000 | 2001 | 25 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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