Estimated Net Worth
- $103 K - $370 K
Salary
- Unknown
Employment
- 02/16/2021 - 06/01/2022
Departed Administration
- Yes
Post Appointment Role
- Vice President of Communications and Government Affairs (Institute for Higher Education Policy)
Records
Financial Disclosure Details - OGE Form 278e (05/24/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Troy, Michigan | Communications Officer | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | The Kresge Foundation 401(k) plan | |||
1.1 | Fidelity Freedom 2025 Fund: Class K (FSNPX) | $50,001 - $100,000 | $201 - $1,000 | |
2 | The Institute for Higher Education Policy 401(k) plan | |||
2.1 | Principal Global Investors LargeCap S&P 500 Index (PLSAX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Principal Real Estate Inv Real Estate Securities (PRRAX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Principal Global Investors Diversified International (PRWLX) | $1,001 - $15,000 | None (or less than $201) | |
3 | George Washington University 401(k) plan | |||
3.1 | Fidelity Freedom 2050 Fund: Class K (FNSBX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | George Washington University 401(k) plan | |||
4.1 | Fidelity Freedom 2050 Fund: Class K (FNSBX) | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Troy, Michigan | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2019 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2017 | |
3 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2011 | |
4 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2011 |
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 | East Jefferson Development Corporation | salary | ||
2 | Fabrick Design, LLC | consulting fees | ||
3 | University of Maryland (State of Maryland) | Teaching contract | ||
4 | Bonstra Haresign Architects 401(k) plan | |||
4.1 | Amerifunds 2050 TD Ret SASY (AALTX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | East Jefferson Development Corporation 401(k) plan | |||
5.1 | American Funds EuroPacific Growth Fund® SA6E (AEPGX) | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Southwest Airlines Co. (LUV) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | DTE Energy Co. (DTE) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
3 | U.S. bank #1 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | DTE Energy Co (DTE) | Sale | 12/09/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Navient Private Loan Trust | $10,001 - $15,000 | 2006 | 20 years |
2 | Navient Private Loan Trust | $10,001 - $15,000 | 2007 | 20 years |
3 | Navient Credit Finance Corp | $15,001 - $50,000 | 2009 | 30 years |
4 | Navient Private Loan Trust | $15,001 - $50,000 | 2008 | 30 years |
5 | Navient Private Loan Trust | $15,001 - $50,000 | 2008 | 30 years |
6 | Great Lakes Educational Loan Services | $15,001 - $50,000 | 2020 | 30 years |
7 | Great Lakes Educational Loan Services | $100,001 - $250,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
1 | Historic Kennett Square | Kennett Square, Pennsylvania | November 11-12 2021, travel (hotel, flight, rental car) for speaking engagement | 750 |
Endnotes
Section | # | Description |
---|---|---|
8 | 6 | Consolidation |
8 | 7 | Consolidation |
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