Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.9 M
Salary
- $155 K
Employment
- Started 02/09/2023
Financial Disclosure Details - OGE Form 278e (04/16/2024)
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 | IRA #1 | |||
1.1 | Vanguard LifeStrategy Growth Fund (VASGX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Vanguard LifeStrategy Growth Fund (VASGX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Boston Consulting Group 401(k) Administered by Vanguard | |||
3.1 | Vanguard Target Retirement 2045 Trust Plus | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Bethesda, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2017 |
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 | Covington & Burling LLP (Law firm) | salary, bonus | ||
2 | IRA #3 | |||
2.1 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Mid-Cap ETF (VO) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market ETF (VTI) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard Dividend Appreciation ETF (VIG) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Total International Stock ETF (VXUS) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | PIMCO Active Bond Exchange-Traded Fund (BOND) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #4 | |||
3.1 | 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) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | None (or less than $1,001) | Interest | $201 - $1,000 |
3 | Brokerage account #1 | |||
3.1 | Vanguard LifeStrategy Income Fund Investor Shares (VASIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | Brokerage account #2 | |||
4.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $100,001 - $250,000 | $201 - $1,000 | |
4.2 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | Nevada College Savings Plan, Child #1 | |||
5.1 | Vanguard Target Enrollment 2032/2033 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab Indexed Retirement Trust Fund 2040 (SIRT 2040) (Pension plan) | Purchase | 09/29/2023 | $15,001 - $50,000 |
2 | Schwab Indexed Ret Tr FD 2060(SX160) (401k account) | Purchase | 10/24/2023 | $100,001 - $250,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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