Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $5.8 M - $16.6 M
Salary
- Unknown
Employment
- Started 05/17/2022
Financial Disclosure Details - OGE Form 278e (05/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | President - dormant since 06-2022 | Present | |
2 | Washington, District of Columbia | Managing partner | 6/2022 | |
3 | Washington, District of Columbia | Trustee | Present | |
4 | Washington, District of Columbia | Co-Trustee | Present | |
5 | Washington, District of Columbia | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Akre Focus Fund Institutional Class Shares (AKRIX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | DoubleLine Low Duration Bond Fund Class I Shares (DBLSX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Invesco S&P 500 Equal Weight ETF (RSP) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | iShares Core US Aggregate Bond ETF (AGG) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | iShares Core S&P 500 ETF (IVV) | $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 | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 6/2021 |
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 | IRA #1 | |||
1.1 | Akre Focus Fund Institutional Class Shares (AKRIX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Alerian MLP ETF (AMLP) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | DoubleLine Low Duration Bond Fund Class I Shares (DBLSX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Invesco S&P 500 Equal Weight ETF (RSP) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | iShares Core US Aggregate Bond ETF (AGG) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Account | |||
1.1 | Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.2 | Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.3 | U.S. Investment Account Cash | $100,001 - $250,000 | $201 - $1,000 | |
1.4 | 3M Co. (MMM) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | DoubleLine Low Duration Bond Fund Class I Shares (DBLSX) | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | Hubbell, Inc. (HUBB) | $50,001 - $100,000 | $201 - $1,000 | |
1.8 | Intel Corp. (INTC) | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Amdocs Limited Ord | Sale | 07/01/2022 | $1,001 - $15,000 |
2 | Sba Communications Corp New CL A | Sale | 07/01/2022 | $1,001 - $15,000 |
3 | Dish Network Corp Class A | Sale | 07/01/2022 | $1,001 - $15,000 |
4 | Crown Castle Intl | Sale | 07/01/2022 | $1,001 - $15,000 |
5 | Lumen Technologies Inc Isin Us5502411037 Sedol BMDH249 | Sale | 07/01/2022 | $1,001 - $15,000 |
6 | Digital Realty Trust Inc REIT | Sale | 07/01/2022 | $1,001 - $15,000 |
7 | Akamai Technologies | Sale | 07/01/2022 | $1,001 - $15,000 |
8 | Ericsson Sek 10 New 2002 ADR | Sale | 07/01/2022 | $1,001 - $15,000 |
9 | Liberty Global PLC CL A New | Sale | 07/01/2022 | $1,001 - $15,000 |
10 | Equinix Inc Com Par $0.001 | Sale | 07/01/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Newrez | $1,000,001 - $5,000,000 | 2021 | 30 Year Fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Inter-American Development Bank | Washington, District of Columbia | Panama City March 2023 (hotel, meals, event) | 1,777.45 |
2 | Inter-American Development Bank | Washington, District of Columbia | Denver, Colorado April 2023 (hotel, meals, transportation) | 1,202.54 |
Endnotes
Section | # | Description |
|---|---|---|
2 | 4 | Largely focused on international trade, intellectual property and access to medicines |
5 | 3 | Advice on long term strategy, crisis management and politics. |
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