Observations
- Millionaire
Estimated Net Worth
- $5.4 M - $12.0 M
Salary
- Unknown
Employment
- Started 12/18/2021
Financial Disclosure Details - OGE Form 278e (03/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Fellow | Present | |
2 | Washington, District of Columbia | Volunteer Interview Corps | 12/2020 | |
3 | Santa Clara, California | Consultant | 7/2019 | |
4 | Indianapolis, Indiana | Member, Working Group | 12/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Brookings Institution | Salary | $248,539 | |
2 | Fidelity SEP-IRA | |||
2.1 | WisdomTree Emerging Mkts Small Cap Div | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Fidelity IRA-Rollover | |||
3.1 | Vanguard Real Estate (VNQ) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Total Bond Market (BND) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | iShares iBoxx Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Total Stock Market (VTI) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Developed Markets Index Fund ETF (VEA) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2007 | |
2 | 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. | 10/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Fellow conducting in-depth research that leads to new ideas for solving problems facing society at the local, national and global level. | |
2 | Santa Clara, California | Through Upwork, provided consultant services to Hewlett Packard's Idaho statewide study on education and the economy. | |
3 | Santa Cruz, Bolivia, Outside U.S. | Speaking event on creating prosperous cities. | |
4 | Palo Alto, California | Provided consultant services to Hewlett Packard's Idaho statewide study on education and the economy. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity IRA | |||
1.1 | SPDR Portfolio S&P 400 Mid Cap (SPMD) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | iShares Core MSCI Emerging Markets (IEMG) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Berkshire Hathaway Inc Class B (BRKB) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Vanguard 500 Index Admiral (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | WisdomTree Emerging Mkts Small Cap Div (DGS) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard Information Technology (VGT) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | DFA US Micro Cap (DFSCX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Fidelity International Index (FSPSX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Vanguard Developed Markets Index Fund ETF (VEA) | $15,001 - $50,000 | None (or less than $201) | |
3 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | |
4 | Morgan Stanley (MS) | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
5 | Fidelity Intl Discovery (FIGRX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | International Business Machines (IBM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7 | Matthews Pacific Tiger (MAPTX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | 529 - MA Portfolio 2024 Index | |||
8.1 | Fidelity Series Total Market Index Fund (FCFMX) | $15,001 - $50,000 | None (or less than $201) | |
8.2 | Fidelity Series Global Ex US Index Fund (FSGEX) | $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 | Select Portfolio Servicing | $500,001 - $1,000,000 | 2014 | 30 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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