Observations
- Millionaire
Estimated Net Worth
- $5.4 M - $26.1 M
Salary
- Unknown
Employment
- Started 04/20/2021
Financial Disclosure Details - OGE Form 278e (04/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Security Action | |||
1.1 | State Street Target Retirement 2050 K | $1,001 - $15,000 | 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. The plan sponsor will not make further contributions after my separation. | 8/2019 |
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 | Bondi Partners International LLC (Management consulting, strategic communications) | $5,000,001 - $25,000,000 | salary, bonus,10% equity and LLC distribution | |
2 | Bondi Partners Australia Pty Ltd | 10% equity | ||
3 | Merrill Lynch / Bondi Partners 401k Plan (cash only) | $15,001 - $50,000 | None (or less than $201) | |
4 | Anchor Group LLC | $250,001 - $500,000 | Guaranteed payment and equity, single member LLC | |
5 | Vanguard Simple IRA | |||
5.1 | Vanguard Prime Money Market Fund Investor Shares (VMMXX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
6 | UBS Simple IRA | |||
6.1 | JPMorgan SmartRetirement 2050 Fund Class A Shares (JTSAX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | JPMorgan SmartRetirement 2050 Fund Class C Shares (JTSCX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo Bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Wells Fargo Brokerage | |||
2.1 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Transamerica Asset Allocation - Moderate Growth Portfolio Class A Shares (IMLAX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Invesco Diversified Dividend Fund Class A Shares (LCEAX) | None (or less than $1,001) | None (or less than $201) | |
3 | Acorns Investment Account | |||
3.1 | Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | |
4 | Acorns Investment Account | |||
4.1 | Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | iShares Core MSCI Total Int'l Stock ETF (IXUS) | $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 | Nelnet | $15,001 - $50,000 | 2016 | Open ended |
2 | Firstmark | $15,001 - $50,000 | 2009 | Open ended |
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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