Estimated Net Worth
  • estimated net worth
    $682 K - $2.0 M
Salary
  • salary
    Unknown

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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