Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $6.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Executive Assistant/Couns el | 1/2021 | |
2 | Washington, District of Columbia | Trustee | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Retirement Account | $1,000,001 - $5,000,000 | None (or less than $201) | |
1.1 | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | John Hancock Bond Fund Class I Shares (JHBIX) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | AFT Retirement Plan 401(K) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 529 Maryland Senator Edward J. Kasemeyer College Investment Plan | |||
1.1 | Maryland Portfolio 2024 | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 1 | Held entirely in Vanguard Target Retirement 2035 Fund |
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