Observations
- Millionaire
Estimated Net Worth
- $3.0 M - $7.2 M
Salary
- Unknown
Employment
- Started 01/15/2021
Financial Disclosure Details - OGE Form 278e (02/11/2023)
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 | TIAA - International Crisis Group | |||
1.1 | TIAA Traditional | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | CREF Equity Index R1 | $50,001 - $100,000 | None (or less than $201) | |
1.3 | TIAA Access Growth & Income Fund T4 | $100,001 - $250,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2002 |
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 | Brown & Peisch PLLC (law firm) | salary, bonus, LLC distribution | ||
2 | Rollover IRA | |||
2.1 | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | IShares Inc ESG AWR MSCI EM | $50,001 - $100,000 | None (or less than $201) | |
2.3 | IShares S&P 500 | $100,001 - $250,000 | None (or less than $201) | |
2.4 | iShares Edge MSCI Min Vol USA ETF (USMV) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | IShares TR MSCI MIN Vol | $1,001 - $15,000 | None (or less than $201) | |
2.6 | iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | iShares Core Total USD Bond Market ETF (IUSB) | $100,001 - $250,000 | None (or less than $201) | |
2.8 | iShares 10-20 Year Treasury Bond ETF (TLH) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Madison Trust | None (or less than $201) | ||
2.1 | BNY Mellon NA Insured Dep Accnt | $100,001 - $250,000 | None (or less than $201) | |
2.2 | iShares TR Core S&P 500 | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Core S&P Mid-Cap ETF (IJH) | None (or less than $1,001) | None (or less than $201) | |
2.4 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Lazard Opportunistic Strategies Portfolio Institutional Shares (LCAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | IShares TR National MUN BD ETF | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Ishares INC Core MSCI Emerging Markets | None (or less than $1,001) | None (or less than $201) | |
2.8 | Vanguard International Equity Index | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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