Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $4.3 M
Salary
- Unknown
Employment
- Started 04/24/2023
Records
Financial Disclosure Details - OGE Form 278e (08/14/2023)
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 | IRA #1 | |||
1.1 | VFIAX - Vanguard 500 Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
1.2 | VTIVX - Vanguard Target Retirement 2045 Fund | $15,001 - $50,000 | 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 |
|---|---|---|---|---|
1 | Finnegan Henderson LLP (Law firm) | salary, bonus | ||
2 | Spouse IRA #1 | |||
2.1 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Chautauqua International Growth Fund Institutional Class Shares (CCWIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Eaton Vance Atlanta Capital SMID-Cap Fund Class I Shares (EISMX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | FPA New Income, Inc (FPNIX) | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | First Eagle Overseas Fund Class I Shares (SGOIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Polen Growth Fund Institutional Class Shares (POLIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Port Street Quality Growth Fund Institutional Class Shares (PSQGX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Washington DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Brokerage Account #1 | $50,001 - $100,000 | None (or less than $201) | |
2.1 | 3M Company (MMM) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Amplify Advanced Battery Metals and Materials ETF (BATT) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Packaging Corporation of America (PKG) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | SPDR S&P Kensho Smart Mobility ETF (HAIL) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | United Airlines Holdings, Inc. (UAL) | $1,001 - $15,000 | None (or less than $201) | |
3 | 529 DC College Savings Plan #1 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $100,001 - $250,000 | 2021 | 10 Year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | The BUILD Act of 2018 created the DFC out of the Overseas Private Investment Corporation and part of the US Agency for International Development |
6 | 10.9 | Now Block Inc. |
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