Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.3 M
Salary
- Unknown
Employment
- Started 02/12/2024
Records
Financial Disclosure Details - OGE Form 278e (02/24/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Washington Center for Equitable Growth | Washington , District of Columbia | Director of Markets and Competition Policy | 1/2024 |
2 | Washington, District of Columbia | Adjunct Professor | 1/2023 | |
3 | The American Antitrust Institute | Washington, District of Columbia | Vice President of Policy | 9/2022 |
4 | Fairfax County, Virginia | Trustee | Present | |
5 | Fairfax County, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Washington Center for Equitable Growth | Salary | $228,349 | |
2 | Georgetown University Law Center | Salary | $1,500 | |
3 | The American Antitrust Institute | Salary | $120,686 | |
4 | IRA #1 | cash payments | $3,000 | |
4.1 | Vanguard Target Retirement 2045 Fund | $100,001 - $250,000 | None (or less than $201) | |
5 | IRA #2 (SEP) | |||
5.1 | Fidelity Freedom Index 2045 Fund | $50,001 - $100,000 | None (or less than $201) | |
6 | Washington Center for Equitable Growth, defined contribution plan: | |||
6.1 | $1,001 - $15,000 | None (or less than $201) | ||
7 | Kirkland & Ellis LLP, 401(k) plan: |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cohen Millstein Sellers & Toll | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2012 |
2 | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2008 | |
3 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2022 | |
4 | Washington, District of Columbia | Per a severance agreement, I have received a severance payment and will receive one more payment after my separation from the former employer. I will also receive a COBRA subsidy that stops when my health benefits from the FTC become effective. | 2/2024 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | The Washington Center for Equitable Growth | Washington , District of Columbia | Services as Director of Markets and Competition Policy |
2 | The American Antitrust Institute | Washington, District of Columbia | Services as Vice President of Policy |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Tusk Orthodontics LLC (Orthodontic Dentistry Provider) | $250,001 - $500,000 | business income | |
2 | IRA #4 (Rollover) | |||
2.1 | Vanguard Emerging Markets Stock Index Fund (VEMAX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard European Stock Index (VEUSX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Vanguard Growth Index Fund (VIGAX) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | Vanguard Mid-Cap Index Fund (VIMAX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Pacific Stock Index (VPADX) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #5 (SEP) | |||
3.1 | Vanguard Emerging Markets Stock Index Fund (VEMAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Bumpass, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Brokerage #1 | |||
2.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $100,001 - $250,000 | $2,501 - $5,000 | |
2.2 | Vanguard High Yield Corp Fund (VWEHX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Brokerage #2 | |||
3.1 | Vanguard 500 Index Fund | $250,001 - $500,000 | $2,501 - $5,000 | |
3.2 | Vanguard International Explorer Fund | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | Vanguard High Yield Corp Fund | None (or less than $1,001) | $201 - $1,000 | |
3.4 | PIMCO Investment Grade Credit Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Dimensional US Marketwide Value ETF (DFUV) | $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 | U.S. Bank National Association | $250,001 - $500,000 | 2021 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 4 | this trust does not hold any reportable assets |
1 | 5 | this trust does not hold any reportable assets |
3 | 4 | The final severance payment was received on March 1, 2024, which is outside of the reporting period for this report. |
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