Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $9.3 M
Salary
- Unknown
Employment
- Started 05/08/2023
Financial Disclosure Details - OGE Form 278e (05/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Morgan Stanely | Arlington, Virginia | Executive Director | 5/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Morgan Stanely, ESOP account | $250,001 - $500,000 | Dividends | $5,001 - $15,000 |
2 | Morgan Stanley 401k | |||
2.1 | State Street US High Yield Bond Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | PIMCO Core Fixed Income Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.3 | BlackRock S&P 500 Index | $1,001 - $15,000 | None (or less than $201) | |
2.4 | T Rowe Price Large Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Black Rock S&P 400 Midcap Index | $1,001 - $15,000 | None (or less than $201) | |
2.6 | BlackRock Russel 2000 Index | $1,001 - $15,000 | None (or less than $201) | |
2.7 | BlackRock Emerging Markets Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.8 | SSGA Target Retirement 2030 Index | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/1988 | |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2012 | |
3 | Arlington, Virginia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2016 | |
4 | Morgan Stanely | Arlington, Virginia | My participation in the employee stock ownership plan will cease upon my separation from the firm. | 11/2017 |
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 | Comcast | salary, bonus | ||
2 | Comcast Employee Stock Ownership Plan | $250,001 - $500,000 | None (or less than $201) | |
3 | Comcast employee purchase plan | $1,001 - $15,000 | None (or less than $201) | |
4 | Comcast restricted stock units | $250,001 - $500,000 | None (or less than $201) | |
5 | Comcast stock options | $15,001 - $50,000 | None (or less than $201) | |
6 | Comcast 401K | |||
6.1 | Fidelity Small Mid Cap Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Fidelity Large Cap Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
6.3 | Comcast Stable Value Fund | $50,001 - $100,000 | None (or less than $201) | |
6.4 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank #2 (cash) | $250,001 - $500,000 | Dividends Interest | None (or less than $201) |
3 | Hanesbrands Inc Stock | $1,001 - $15,000 | Dividends | None (or less than $201) |
4 | College Savings 529 MPK | |||
4.1 | American US Govt Money Market CL 529 A | $50,001 - $100,000 | Dividends | $5,001 - $15,000 |
4.2 | American Balanced CL 529 A | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
5 | Ameriprise Annuity (LK FNM) | |||
5.1 | JPMorgan Global Act | $100,001 - $250,000 | None (or less than $201) | |
5.2 | AB Global Dynamic AI | $250,001 - $500,000 | None (or less than $201) | |
5.3 | American Fund Balan | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sequoia Fund, Inc (SEQUX) | Sale | 12/23/2023 | $15,001 - $50,000 |
2 | Comcast Corp. (CMCSA) | Sale | 08/28/2023 | $15,001 - $50,000 |
3 | Comcast Corp. (CMCSA) | Sale | 12/29/2023 | $50,001 - $100,000 |
4 | Comcast Corp. (CMCSA) | Sale | 08/04/2023 | $50,001 - $100,000 |
5 | Comcast Corp. (CMCSA) | Sale | 08/28/2023 | $1,001 - $15,000 |
6 | Sequoia Fund, Inc (SEQUX) | Sale | 12/28/2023 | $15,001 - $50,000 |
7 | Sequoia Fund, Inc (SEQUX) | Sale | 12/23/2023 | $15,001 - $50,000 |
8 | Comcast Corp. (CMCSA) | Sale | 08/28/2023 | $15,001 - $50,000 |
9 | Comcast Corp. (CMCSA) | Sale | 12/29/2023 | $50,001 - $100,000 |
10 | Comcast Corp. (CMCSA) | Sale | 08/04/2023 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | Employer - Comcast |
5 | 3 | Employer - Comcast |
5 | 4 | Employer- Comcast |
5 | 5 | Employer - Comcast |
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