Estimated Net Worth
  • estimated net worth
    $11 K - $165 K
Salary
  • salary
    Unknown
Employment
  • Started 01/01/2022

Financial Disclosure Details - OGE Form 278e (04/10/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The Center for Law and Social Policy
Washington, District of Columbia
Senior Policy Analyst
12/2021
2
Washington, District of Columbia
State Policy Analyst
5/2020
3
Leading2Leap, LLC
Jackson, Mississippi
Independent Contractor
12/2021
4
RYSE Local Ventures
Washington, District of Columbia
Independent Contractor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
1.2
Schwab International Small-Cap Equity ETF (SCHC)
$1,001 - $15,000
None (or less than $201)
1.3
SPDR S&P 600 Small Cap Growth ETF (SLYG)
$1,001 - $15,000
None (or less than $201)
1.4
3M Co. (MMM)
$1,001 - $15,000
None (or less than $201)
2
Center for Law and Social Policy, 403(b) plan
2.1
Index R6 Fund (CSXRX)
$1,001 - $15,000
None (or less than $201)
2.2
JP Morgan Large Cap Growth R6 Fund (JLGMX)
$1,001 - $15,000
None (or less than $201)
2.3
Delaware Ivy Mid Cap Growth R6 Fund (IGRFX)
$1,001 - $15,000
None (or less than $201)
2.4
Franklin Small Cap Growth R6 Fund (FSMLX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will not participate in this defined contribution plan after my separation.
11/2020

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
Brokerage Account
1.1
VanEck Vectors Uranium+Nuclear Energy ETF (NLR)
$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
FedLoan Servicing
$50,001 - $100,000
2015
180 months
2
Suntrust Bank DBA Lightstream
$10,001 - $15,000
2021
36 months
3
Suntrust Bank DBA Lightstream
$10,001 - $15,000
2023
48 months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
3
I periodically provided data and survey analysis for Leading2Leap on a contracted basis and turned that analysis into shareable PowerPoint presentations.

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