Estimated Net Worth
- $192 K - $580 K
Salary
- Unknown
Employment
- Started 12/01/2021
Records
Financial Disclosure Details - OGE Form 278e (03/23/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Senior Consultant | 2/2021 | |
2 | Cambridge, Massachusetts | Senior Data Strategist | 12/2020 | |
3 | Houston, Texas | Vice President | 12/2019 | |
4 | Redwood City, California | Board Member | 11/2020 | |
5 | Boston, Massachusetts | Board Member (unpaid) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Markle Foundation | Consulting Fees | $150,000 | |
2 | Harvard University/Opportunity Insights | Salary | $303,000 | |
3 | Arnold Ventures | Salary/Bonus | $275,000 | |
4 | Open Lattice, stock options (value not readily ascertainable): | None (or less than $201) | ||
5 | Arnold Ventures Retirement Account (Defined Contribution Plan) | |||
5.1 | Fidelity Freedom Index 2040 Fund | $100,001 - $250,000 | None (or less than $201) | |
6 | Harvard University/Opportunity Insights Retirement Account (Defined Contribution Plan) | |||
6.1 | BlackRock LifePath Index 2040 | $15,001 - $50,000 | None (or less than $201) | |
7 | CUNY TIAA Retirement Account | |||
7.1 | TIAA-CREF Lifecycle 2035 Fund Retirement Class Shares (TCLRX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Redwood City, California | Retain vested stock options. | 6/2020 | |
2 | Houston, Texas | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2017 | |
3 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2020 | |
4 | New York City, New York | I will continue to participate in this retirement plan, but the plan sponsor no longer makes contributions. | 8/2015 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | New York City, New York | Senior Consultant | |
2 | Cambridge, Massachusetts | Senior Data Strategist | |
3 | Houston, Texas | Vice President |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NewOrg Management Systems (Nonprofit Data Management) Equity interest in business (value not readily ascertainable) | None (or less than $201) | ||
2 | NewOrg Management Systems (Nonprofit Data Management) | salary, bonus |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Brokerage Account: | |||
2.1 | TIAA-CREF International Equity Index Fund Institutional Class Shares (TCIEX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | State Street Equity 500 Index Fund Service Class Shares (STBIX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | iShares Edge MSCI Min Vol EAFE Index Fund Class K Shares (BKEVX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | State Street Aggregate Bond Index Fund Class K Shares (SSFEX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $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 | Lending Club | $10,001 - $15,000 | 2019 | 3 years |
2 | AES | $15,001 - $50,000 | 1999 | 7 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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