Observations
- Millionaire
Estimated Net Worth
- $3.6 M - $8.3 M
Salary
- $183 K
Employment
- Started 12/05/2021
Records
- OGE Form 278t (09/15/2023)
- OGE Form 278e (05/14/2023)
- OGE Form 278t (03/16/2023)
- OGE Form 278t (01/17/2023)
- OGE Form 278t (12/15/2022)
- OGE Form 278t (11/21/2022)
- OGE Form 278t (08/24/2022)
- OGE Form 278t (08/16/2022)
- OGE Form 278t (06/16/2022)
- OGE Form 278t (05/16/2022)
- OGE Form 278t (02/15/2022)
- OGE Form 278t (12/16/2021)
- OGE Form 278e (11/19/2021)
- Resume
- SF50
Financial Disclosure Details - OGE Form 278e (05/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Migration Policy Inst. 403b plan (managed by American United Life Insurance Co) | |||
1.1 | TIAACREF Lifecycle Index 2020 | $50,001 - $100,000 | None (or less than $201) | |
2 | Georgetown University - CREF retirement plan - Social Choice R3 | $50,001 - $100,000 | None (or less than $201) | |
3 | Rollover IRA - Fidelity Management Trust Co. Custodian | |||
3.1 | Fidelity International Small Cap Fund (FISMX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Fidelity Total Market Index Fund (FSKAX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Parnassus Mid Cap Fund Institutional (PFPMX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | HARLEY DAVIDSON INC NOTE (7/28/25) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | OFFICE PROPERTIES INCOME TR NOTE (mat. 6/15/26) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | GOLDMAN SACHS GRP (mat. 8/17/26) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | American United Life Insurance Company/Migration Policy Institute | Washington, District of Columbia | Defined contribution Retirement Plan | 7/2017 |
2 | TIAA/Georgetown University | Washington, District of Columbia | Funds remaining in retirement account established when employed by Georgetown University | 9/2007 |
3 | Migration Policy Inst. 403b plan (managed by American United Life Insurance Co) | Washington, District of Columbia | Retirement Account for Former Employer, | 7/2017 |
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 | Fidelity IRA | |||
1.1 | Fidelity Dividend Growth (FDGFX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.2 | Ariel Fund (ARGFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.3 | Ariel Appreciation (CAAPX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.4 | FIDELITY DIVERSIFIED INTERNATIONAL (FDIVX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | JANUS HENDERSON MID CAP VALUE T (JMCVX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.6 | Fidelity Government Cash Reserves (FDRXX) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | MFS Investment Management Multimarket Income Trust | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | Suntrust Personal Checking Account | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | Maryland College Investment Plan 529 Portfolio for College | $50,001 - $100,000 | None (or less than $201) | |
4 | CITIGROUP INC NOTE 3.37500% 03/01/2023 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
5 | GENERAL MTRS FINL CO INC NOTE 2.90000% 02/26/2025 CALL MAKE WHOLE | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
6 | GOLDMAN SACHS GROUP INC MTN 3.85000% 07/08/2024 CALL MAKE WHOLE | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
7 | KIMCO REALTY CORP NOTE CALL MAKE WHOLE 2.70000% 03/01/2024 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
8 | MARRIOTT INTL INC NEW NOTE 3.12500% 02/15/2023 CALL MAKE WHOLE | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
9 | VORNADO RLTY L P NOTE CALL MAKE WHOLE 2.15000% 06/01/2026 | $15,001 - $50,000 | Interest | $201 - $1,000 |
10 | WELLS FARGO &CO MTN 4.12500% 08/15/2023 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Berkshire Hathaway Inc. Com USDO.0033 CL | Sale | 02/11/2022 | $100,001 - $250,000 |
2 | MICROSOFT CORP | Sale | 02/11/2022 | $100,001 - $250,000 |
3 | SPARK NEW ZEALAND ADR | Sale | 02/11/2022 | $1,001 - $15,000 |
4 | HEALTH CARE SELECT SECTOR SPDR | Sale | 02/11/2022 | $50,001 - $100,000 |
5 | AT&T INC NOTE CALL MAKE WHOLE 2.62500% 12/01/2022 | Sale | 02/02/2022 | $15,001 - $50,000 |
6 | BALTIMORE GAS &ELEC CO NOTE 3.35000% 07/01/2023 CALL MAKE WHOLE | Sale | 02/02/2022 | $15,001 - $50,000 |
7 | BOEING CO NOTE CALL MAKE WHOLE 2.12500% 03/01/2022 | Sale | 02/02/2022 | $15,001 - $50,000 |
8 | EQUINIX INC NOTE CALL MAKE WHOLE 1.00000% 09/15/2025 | Sale | 02/02/2022 | $15,001 - $50,000 |
9 | HEWLETT PACKARD ENTERPRISE CO NOTE 1.45000% 04/01/2024 CALL MAKE WHOLE | Sale | 02/02/2022 | $15,001 - $50,000 |
10 | JABIL INC NOTE CALL MAKE WHOLE 1.70000% 04/15/2026 | Sale | 02/02/2022 | $15,001 - $50,000 |
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 | 36 | Inadvertently omited from prior report |
6 | 37 | Inadvertently omitted from prior report. |
6 | 38 | Inadvertently omited from prior report. |
6 | 45 | Inadvertently omitted from previous report. |
6 | 46 | Inadvertently omitted from previous report. |
7 | 37 | Redemption |
7 | 39 | Inadvertently not reported when sold. |
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