Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $6.7 M
Salary
- Unknown
Employment
- Started 07/06/2021
Financial Disclosure Details - OGE Form 278e (05/02/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Association of Marshall Scholars | Washington, District of Columbia | President | 7/2021 |
2 | Washington, District of Columbia | Board member | 7/2021 | |
3 | Coalition to Transform Advanced Care | Washington, District of Columbia | Board member | 7/2021 |
4 | MedStar Health | Columbia, Maryland | Vice President | 7/2021 |
5 | Maryland Dept. of Disabilities | Baltimore, Maryland | Member, Advisory Council (Assistive Technologies Program) | 7/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Freedom 2045 Class K | $100,001 - $250,000 | None (or less than $201) | |
2 | MedStar Health, bonus | $100,001 - $250,000 | Bonus paid out for performance prior to joining the federal government per employment contract. | $132,912 |
3 | Retirement Account, Filer | |||
3.1 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | $1,001 - $2,500 | |
3.2 | Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) | $50,001 - $100,000 | $201 - $1,000 | |
3.3 | Vanguard Mega Cap Value Index Fund ETF Shares (MGV) | $50,001 - $100,000 | $201 - $1,000 | |
3.4 | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $201 - $1,000 | |
3.6 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $15,001 - $50,000 | $201 - $1,000 | |
3.7 | Cash | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | EJ McCarthy Agency - Book Royalties for "The Unforgiving Minute" | None (or less than $1,001) | Rent or Royalties | $201 - $1,000 |
2 | EuroPacific Growth Fund Class 529-A Shares (CEUAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | American SMALLCAP World Fund, Inc Class 529-A Shares (CSPAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Growth Fund of America Class 529-A Shares (CGFAX) | $50,001 - $100,000 | None (or less than $201) | |
5 | American Funds Bond Fund of America 529-A (CFAAX) | $1,001 - $15,000 | None (or less than $201) | |
6 | US bank #1, checking & savings account | $50,001 - $100,000 | None (or less than $201) | |
7 | US bank #2, cash deposit accounts | $50,001 - $100,000 | None (or less than $201) | |
8 | Ibotta (privately-held coupon app company) | $250,001 - $500,000 | None (or less than $201) | |
9 | Trust Account, Dependent Child #1 | |||
9.1 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Lowes Companies Inc | Sale | 09/01/2021 | $1,001 - $15,000 |
2 | Lowes Companies Inc | Sale | 09/01/2021 | $1,001 - $15,000 |
3 | Microsoft Corp. (MSFT) | Sale | 09/01/2021 | $50,001 - $100,000 |
4 | Microsoft Corp. (MSFT) | Sale | 09/01/2021 | $50,001 - $100,000 |
5 | Abbott Laboratories (ABT) | Sale | 09/01/2021 | $1,001 - $15,000 |
6 | Adobe, Inc. (ADBE) | Sale | 09/01/2021 | $1,001 - $15,000 |
7 | Amazon.com, Inc. (AMZN) | Sale | 09/01/2021 | $1,001 - $15,000 |
8 | Boston Scientific Corp. (BSX) | Sale | 09/01/2021 | $1,001 - $15,000 |
9 | Comcast Corp. (CMCSA) | Sale | 09/01/2021 | $1,001 - $15,000 |
10 | Apple, Inc. (AAPL) | Sale | 09/01/2021 | $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 |
|---|---|---|
2 | 1 | MedStar Health defined contribution retirement plan |
2 | 2 | Formula used in calculating amount of bonus will not use any element of the company's performance after filer's resignation date -- SO |
6 | 8 | Infrequently valued; latest valuation as of August 2019 |
7 | 66 | less than $1000 |
7 | 178 | less than $1000 |
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