Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/04/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Adjunct Professor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Mark Freeman Roth IRA | $100,001 - $250,000 | None (or less than $201) | |
1.1 | iShares Core Aggressive Allocation ETF (AOA) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Real Estate ETF (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total Stock Market ETF (VTI) | $50,001 - $100,000 | None (or less than $201) | |
2 | Georgetown University Law Center | Stipend | $750 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Ongoing during my government service. I am co- teaching an evening seminar once per week at Georgetown Law Center with a DOJ colleague in the spring 2024 semester. I may or may not be invited to teach again in the future; I have no current agreement or arrangement to do so. | 3/2023 |
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 | McKinsey & Company Retirement Program | |||
1.1 | McKinsey Passive US Equities Fund | $250,001 - $500,000 | None (or less than $201) | |
1.2 | McKinsey Passive Non-US Equities Fund | $100,001 - $250,000 | None (or less than $201) | |
1.3 | McKinsey Target Retirement 2045 | $250,001 - $500,000 | None (or less than $201) | |
1.4 | McKinsey Target Retirement 2040 | None (or less than $1,001) | None (or less than $201) | |
2 | Advisory Board for the Arts | salary | ||
3 | Karen Freeman Roth IRA | |||
3.1 | iShares Core Aggressive Allocation ETF (AOA) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Real Estate ETF (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Total Stock Market ETF (VTI) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 - cash accounts | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | T Rowe Price Balanced Fund (RPBAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | Virginia 529 College Savings Plan | $250,001 - $500,000 | None (or less than $201) | |
6.1 | Virgina529: 2024 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
6.2 | Virginia529: 2027 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
6.3 | Virginia529: Moderate Growth Fund | $50,001 - $100,000 | None (or less than $201) | |
6.4 | Virginia529: Moderate Growth Fund | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe Price Balanced Fund, Inc (RPBAX) | Purchase | 01/13/2023 | $1,001 - $15,000 |
2 | T Rowe Price Balanced Fund, Inc (RPBAX) | Purchase | 12/19/2023 | $1,001 - $15,000 |
3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 12/12/2023 | $1,001 - $15,000 |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 12/12/2023 | $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 |
|---|---|---|
5 | 1 | Retirement account with former employer |
5 | 1.1 | Only total investment value available. Dividends are automatically reinvested and are not separately reported from change in overall investment value. |
5 | 1.2 | Only total investment value available. Dividends are automatically reinvested and are not separately reported from change in overall investment value. |
5 | 1.3 | Only total investment value available. Dividends are automatically reinvested and are not separately reported from change in overall investment value. |
5 | 1.4 | Only total investment value available. Dividends are automatically reinvested and are not separately reported from change in overall investment value. |
5 | 2 | Former employer. Ended mid-2023. |
5 | 6 | To be realized, if at all, upon future sale of business |
5 | 7.1 | Newly created 401(k) for partnership. Created and funded in spring 2024 for tax year 2023, so reporting here for completeness. |
6 | 6.3 | For older child |
6 | 6.4 | For younger child |
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