Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.8 M
Salary
- Unknown
Employment
- Started 08/01/2023
Records
Financial Disclosure Details - OGE Form 278e (02/02/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington D.C., District of Columbia | Senior Vice President | Present | |
2 | eightfold ai | Santa Clara, California | Member of Advisory Board | Present |
3 | Creative Associates International | Chevy Chase, Maryland | Global Advisory Board | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | U.S. Chamber of Commerce | Salary/Bonus | $596,923 | |
2 | U.S. Chamber of Commerce, anticipated bonus | $100,001 - $250,000 | None (or less than $201) | |
3 | Eightfold AI common Stock Options-- eightfold ai is a technology company that provides an AI platform for talent management to help companies find, recruit, and retain workers. 14,400 shares vested. (value not readily ascertainable) - strike price is $.36/share; options expire on 8/20/2030. | None (or less than $201) | ||
4 | Interaction 401k | |||
4.1 | CREF Equity Index R1 (QCEQRX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | CREF Global Equities R1 (QCGLRX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | CREF Growth R1 (QCGRRX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | CREF Stock R1 (QCSTRX) | $15,001 - $50,000 | None (or less than $201) | |
4.5 | TIAA Real Estate (QREARX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington D.C., District of Columbia | annual year-end performance bonus due in march/april pursuant to employment compensation agreement | 10/2017 | |
2 | eightfold ai | Santa Clara, California | Stock options were pursuant to Advisor agreement to serve as a member of the advisory board to "eightfold ai". I will forfeit my unvested stock options upon separation. I will retain my vested stock options | 7/2019 |
3 | US Chamber of Commerce | Washington DC, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2017 |
4 | Washington DC | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2002 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington D.C., District of Columbia | Senior Vice President for International Strategy. Oversee all global initiatives, manage team that oversees G20, G7 and South Asia programs. | |
2 | eightfold ai | Santa Clara, California | Serve on the eightfold ai advisory board. i provide advice on emerging market strategies |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA Roth | |||
1.1 | Sweetgreen (SG) | $1,001 - $15,000 | None (or less than $201) | |
2 | Lumen 401k | |||
2.1 | $15,001 - $50,000 | None (or less than $201) | ||
3 | Jacobs 401k | |||
3.1 | Vanguard Target Retirement 2035 Trust Select | $100,001 - $250,000 | None (or less than $201) | |
4 | University of California 403b | |||
4.1 | UC Social Equity | $15,001 - $50,000 | None (or less than $201) | |
4.2 | UC Pathway 2030 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC 529 College Savings Plan | |||
1.1 | DC College Savings 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.2 | U.S. Socially Responsible Equity Portfolio | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Principal Protected Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DC College Savings 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.5 | U.S. Large Cap Equity Portfolio | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Principal Protected Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2 | US Bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | US Bank #2 (cash) | $250,001 - $500,000 | Interest | $201 - $1,000 |
4 | U.S. Credit Union (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | J.P. Morgan Chase Bank | $500,001 - $1,000,000 | 2020 | 30 year fixed |
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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