Estimated Net Worth
- $101 K - $219 K
Salary
- Unknown
Employment
- Started 05/09/2021
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Rockefeller Foundation | New York, New York | Managing Director, Policy | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Rockefeller Foundation | Salary | $240,000 | |
2 | The Rockefeller Foundation, 401k | |||
2.1 | Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) | None (or less than $1,001) | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund Investor Shares (VGTSX) | None (or less than $1,001) | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Vanguard Total International Bond II Index Fund Institutional Shares (VTILX) | None (or less than $1,001) | None (or less than $201) | |
3 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The Rockefeller Foundation | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/2019 |
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 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Rockefeller 401k Voya | Exchange | 07/16/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $10,001 - $15,000 | 2005 | 20 years |
2 | Navient | $10,001 - $15,000 | 2002 | 20 years |
3 | Navient | $10,001 - $15,000 | 2002 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | The Rockefeller Foundation transitioned the management of its Retirement Savings Plan for Employees from Vanguard to Voya Financial effective July 16 |
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