Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $5.0 M
Salary
- Unknown
Employment
- Started 01/05/2022
Financial Disclosure Details - OGE Form 278e (03/12/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Vice President and Chief Methodologist | Present | |
2 | Alexandria, Virginia | President, Board member | Present | |
3 | Chicago, Illinois | Member, Technical Advisory Group | Present | |
4 | Washington, District of Columbia | Member, Technical Expert Panel | Present | |
5 | Austin, Texas | Statistical Consultant | 5/2020 | |
6 | San Francisco, California | unpaid member, Impact Measurement Committee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Urban Institute Defined Contribution Retirement 403B Plan | . | ||
1.1 | TIAA Traditional | $50,001 - $100,000 | None (or less than $201) | |
2 | NORC Supplemental Retirement plan | |||
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | TIAA-CREF Quant Small-Cap Equity Institutional | $1,001 - $15,000 | None (or less than $201) | |
2.3 | TIAA-CREF Large-Cap Value Fund - Institutional Class | $1,001 - $15,000 | None (or less than $201) | |
2.4 | CREF Stock R2 | $15,001 - $50,000 | None (or less than $201) | |
2.5 | American Funds EuroPacific Growth Fund - R6 | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Wells Fargo Special Mid Cap Value R6 | $1,001 - $15,000 | None (or less than $201) | |
2.7 | CREF Global Equities R2 | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wash. DC, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/1999 | |
2 | Chicago, Illinois | I will continue to participate in these defined contribution plans. The plan sponsor no longer makes contributions. | 1/1997 | |
3 | Ann Arbor, Michigan | I will continue to participate in these defined contribution plans. The plan sponsor no longer makes contributions. | 1/1990 | |
4 | Philadelphia, Pennsylvania | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 10/1982 | |
5 | 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. | 8/2006 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Chicago, Illinois | I have been a paid member/consultant on Feeding America's Technical Advisory Group since 2003, compensated for intermittent hours of consulting, as (and if) requested | |
2 | Washington, District of Columbia | Vice president & Chief Methodologist |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Temple University 403B | |||
1.1 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Driehaus Emerging Markets Growth Institutional Class Shares | $1,001 - $15,000 | None (or less than $201) | |
1.3 | MFS Value Fund Class R4 | $15,001 - $50,000 | None (or less than $201) | |
1.4 | American Funds EuroPacific Growth R5 | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard Total International Stock Index Fund Institutional | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Extended Market Index Fund Institutional | $1,001 - $15,000 | None (or less than $201) | |
1.8 | MassMutual Select Mid Cap Growth Equity II Fund Class R5 | $1,001 - $15,000 | None (or less than $201) | |
1.9 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Undeveloped land, Edwards County, TX | $100,001 - $250,000 | None (or less than $201) | |
3 | TIAA-CREF Mutual Fund Acct | |||
3.1 | TIAA-CREF Growth & Income Fund - Retail Class TIIRX | $1,001 - $15,000 | None (or less than $201) | |
3.2 | TIAA-CREF International Equity Fund - Retail Class TIERX | $1,001 - $15,000 | None (or less than $201) | |
3.3 | TIAA-CREF Large-Cap Growth Fund - Retail Class TIRTX | $1,001 - $15,000 | None (or less than $201) | |
3.4 | TIAA-CREF Managed Allocation Fund - Retail Class TIMRX | $1,001 - $15,000 | None (or less than $201) | |
4 | TIAA-CREF Mutual Funds acct -- CoverDell Educational Savings for our children/grandchildren | |||
4.1 | TIAA-CREF Growth & Income Fund - Retail Class TIIRX | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Mortgage | $100,001 - $250,000 | 2012 | 30 yr |
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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