Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.5 M
Salary
- Unknown
Employment
- Started 06/01/2022
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Counsel | 1/2021 | |
2 | Philadelphia, Pennsylvania | Trustee | Present | |
3 | Philadelphia, Pennsylvania | Trustee | Present | |
4 | Philadelphia, Pennsylvania | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Wilmer Cutler Pickering Hale and Dorr (401K) | |||
1.1 | Global Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Institutional Target Retirement 2050 Fund (VTRLX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | American Cent Mid Cap Value R6 (AMDVX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Loomis Sayles Growth Fund N (LGRNX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Tax-Managed SC Adm Sh (VTMSX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | American Cent Emg Mkt Inv (TWMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | MFS Mid Cap Growth Fund Class R3 Shares (OTCHX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Oakmark International Fund Investor Class Shares (OAKIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Harbor Large Cap Value Fund Institutional Class Shares (HAVLX) | $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, but the plan sponsor no longer makes contributions. | 2/2013 |
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 | Kitamba Management, Inc. (Consulting) | salary, bonus | ||
2 | Kitamba Management, Inc. (401K) | |||
2.1 | Vanguard Target Retirement 2050 Inv Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | TRP MX - T. Rowe Price Retirement I 2050 (MDRC Savings Plan) | $1,001 - $15,000 | None (or less than $201) | |
4 | NJ Public Employees Retirement System (state pension) | $15,001 - $50,000 | ||
5 | Marsh & McLennan Companies 401(k) Savings and Investment Plan | |||
5.1 | Invesco Fixed Income Fund (AGOVX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | BlackRock LifePath Index 2050 Fund N (LIPIX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Personal Account - IRA | |||
6.1 | CYBIX - CALVERT HIGH YIELD BOND CLASS I | $1,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank 1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | DC College Savings 2037 Portfolio (529 Account) | $1,001 - $15,000 | ||
3 | US Bank 2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | US Bank 3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | US Brokerage Account 1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | US Brokerage Account 2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | Plenty Unlimited, Inc. (vertical farming company), partial passive equity interest (value not readily ascertainable) | $15,001 - $50,000 | None (or less than $201) | |
8 | Metrical, Inc. (artificial intelligence for retail), partial passive equity interest (value not readily ascertainable) | $1,001 - $15,000 | None (or less than $201) | |
9 | Grow Progress, Inc. (artificial intelligence for persuasion), partial passive equity interest (value not readily ascertainable) | $1,001 - $15,000 | None (or less than $201) | |
10 | GST Family Trust (Excepted Trust) | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ISHARES ESG ADVANCED (DMXF) | Purchase | 05/14/2021 | $50,001 - $100,000 |
2 | ISHARES ESG AWARE (ESGD) | Sale | 05/14/2021 | $50,001 - $100,000 |
3 | Calvert Floating-Rate Advantage Fund Class I Shares (CFOIX) | Purchase | 05/13/2021 | $1,001 - $15,000 |
4 | TIAA-CREF Core Impact Bond Fund Institutional Class Shares (TSBIX) | Sale | 05/13/2021 | $1,001 - $15,000 |
5 | Calvert High Yield Bond Fund Class I Shares (CYBIX) | Sale | 05/13/2021 | $1,001 - $15,000 |
6 | Calvert Short Duration Income Fund Class I Shares (CDSIX) | Purchase | 05/13/2021 | $1,001 - $15,000 |
7 | ISHARES ESG ADVANCED (DMXF) | Purchase | 05/14/2021 | $50,001 - $100,000 |
8 | ISHARES ESG ADV HGH YLD (HYXF) | Purchase | 05/14/2021 | $1,001 - $15,000 |
9 | iShares Convertible Bond ETF (ICVT) | Purchase | 05/14/2021 | $1,001 - $15,000 |
10 | Nuveen ESG Small-Cap ETF (NUSC) | Sale | 05/14/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
6 | 10 | Spouse and dependent child each have a 1/15 remainder interest in the trust and in the annual net income of the trust. |
6 | 11 | Spouse has a 1/3 interest in remainder of trust. |
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