Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.2 M
Salary
- Unknown
Employment
- Started 07/01/1999
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (03/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Institute for Human Centered Design | Boston, Massachusetts | Director, Board of Directors | Present |
2 | 2001 R.K.D. Trust | Arlington, Virginia | Trustee | Present |
3 | 2001 J.M. Trust | Arlington, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | DWS Core Equity Fund (SCDGX) | $250,001 - $500,000 | 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 | Institute for Human-Centered Design | Salary | ||
2 | IRA spouse | |||
2.1 | Nuveen ESG Small Cap ETF (NUSC) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Blackrock Global Long Short Equity BDMIX | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Calvert High Yield Bond CYBIX | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Calvert US Large Cap Core Responsible Index - CISIX | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Calvert Bond Instl - CBDIX | $100,001 - $250,000 | None (or less than $201) | |
2.6 | Calvert Emerging Markets Equity - CVMIX | $15,001 - $50,000 | None (or less than $201) | |
2.7 | $100,001 - $250,000 | None (or less than $201) | ||
2.8 | IShares 0-5 Year Tips Bond ETF - STIP | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | common stock - Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) | |
2 | common stock - Apple | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank #1 (cash) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | U.S. Bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. Bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank #4 (cash) | $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 | US Bank | $100,001 - $250,000 | 2015 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | filer's revocable trust |
1 | 3 | spouse's revocable trust |
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