Observations
- Millionaire
Estimated Net Worth
- $5.7 M - $12.6 M
Salary
- Unknown
Employment
- Started 05/15/2021
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Managing Member | Present | |
2 | Washington, District of Columbia | Director (Vice Chair 7/2019 - present; Acting Chair 10/20 to 12/20) | 6/2021 | |
3 | Washington, District of Columbia | Senior Advisor | 1/2021 | |
4 | Mooresville, North Carolina | Trustee | 6/2021 | |
5 | George Town, Outside U.S. | Director | 6/2021 | |
6 | Washington, District of Columbia | Center Fellow | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Kiernan PLLC | $1,001 - $15,000 | Legal Fees | $55,750 |
2 | SEP #1 | |||
2.1 | U.S. bank sweep account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | SPDR MSCI ACWI ex-US ETF (CWI) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard FTSE (VWE) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | U.S. bank sweep account (cash) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | This professional limited liability company will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service if I am confirmed for this position. I have a SEP IRA but the firm will make no further contributions if I am confirmed for this position. | 2/2021 |
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 | Holland & Knight (Law Firm) | partnership share | ||
2 | Holland & Knight Capital Account | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
3 | Holland & Knight, cash balance pension plan | $100,001 - $250,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | U.S. bank sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | IShares MSCI ACWI (ACWI) | $100,001 - $250,000 | None (or less than $201) | |
4.3 | iShares Core US Aggregate Bond ETF (AGG) | $100,001 - $250,000 | None (or less than $201) | |
4.4 | Baird Aggregate Bond Fund (BAGIX) | $15,001 - $50,000 | None (or less than $201) | |
4.5 | SPDR MSCI ACWI (EX-US) (CWI) | $15,001 - $50,000 | None (or less than $201) | |
4.6 | WisdomTree US Quality Divi (DGRW) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank checking (#1) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank money market (#1) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank HSA | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank checking (D) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 07/14/2021 | $15,001 - $50,000 |
2 | SPDR MSCI ACWI ex-US ETF (CWI) | Purchase | 07/14/2021 | $1,001 - $15,000 |
3 | Vanguard FTSE (VWD) | Purchase | 07/14/2021 | $1,001 - $15,000 |
4 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | Purchase | 07/14/2021 | $1,001 - $15,000 |
5 | Vanguard Small-Cap Index Fund ETF Shares (VB) | Purchase | 07/14/2021 | $1,001 - $15,000 |
6 | PGIMGlobal Total Return Fund Class R6 Shares (PGTQX) | Purchase | 12/01/2021 | $100,001 - $250,000 |
7 | Fidelity Managed Income Portfolio Fund Class 2 | Sale | 12/01/2021 | $1,001 - $15,000 |
8 | Harbor Capital Appreciation Fund Institutional Class Shares (HACAX) | Sale | 12/01/2021 | $15,001 - $50,000 |
9 | Fidelity US Bond Index Fund (FXNAX) | Sale | 12/01/2021 | $100,001 - $250,000 |
10 | Fidelity Total International Index Fund (FTIHX) | Purchase | 12/01/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC | $500,001 - $1,000,000 | 2017 | 30 years |
2 | PNC | $100,001 - $250,000 | 2017 | 7 years |
3 | American Express | $15,001 - $50,000 | 2021 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | professional limited liability company inactive during my government service |
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