Observations
- Millionaire
Estimated Net Worth
- $1.8 M - $3.1 M
Salary
- $181 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (06/26/2023)
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 | United Nations Joint Staff Pension Fund, defined benefit plan | $500,001 - $1,000,000 | None (or less than $201) | |
2 | CEIP Retirement Account American Century US Government Money Market Fund Investor Class Shares (TCRXX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Thrift Savings Plan | $100,001 - $250,000 | None (or less than $201) | |
3.1 | Thrift Savings Plan L Income | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Thrift Savings Plan L 2030 | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Thrift Savings Plan L 2040 | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Thrift Savings Plan S Fund | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined benefit plan although the plan sponsor is no longer making contributions to the plan. | 10/1994 | |
2 | CEIP Retirement Account American Century US Government Money Market Fund Investor Class Shares (TCRXX) | Arlington, Virginia | Continuing to hold retirement account from previous employment at Carnegie Endowment. | 2/2017 |
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 | Family Heart Foundation | Salary | $180,000 | |
2 | Mutual of America Institutional Funds, Inc Equity Index Fund (MAEQX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Mutual of America Interest Accumulation | $15,001 - $50,000 | None (or less than $201) | |
4 | Mutual of America Aggressive Allocation | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank (cash checking) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank (cash savings) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank (cash savings for DC1) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. Bank (cash savings for DC2) | $1,001 - $15,000 | None (or less than $201) | |
5 | TIAA-CREF Equity Index Fund (TINRX) for DC2 | $15,001 - $50,000 | $201 - $1,000 | |
6 | Virginia 529 College Savings Plans | |||
6.1 | Aggressive Growth for DC1 | $1,001 - $15,000 | None (or less than $201) | |
6.2 | 2024 Portfolio for DC2 | $1,001 - $15,000 | None (or less than $201) | |
6.3 | 2027 Portfolio for DC1 | $1,001 - $15,000 | None (or less than $201) | |
6.4 | 2024 Portfolio for DC2 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Virginia 529 | Sale | 10/11/2022 | $1,001 - $15,000 |
2 | Virginia 529 | Sale | 11/08/2022 | $1,001 - $15,000 |
3 | Virginia 529 | Sale | 12/15/2022 | $1,001 - $15,000 |
4 | NH 529 | Sale | 01/06/2022 | $1,001 - $15,000 |
5 | NH 529 | Sale | 02/11/2022 | $1,001 - $15,000 |
6 | NH 529 | Sale | 03/16/2022 | $1,001 - $15,000 |
7 | NH 529 | Sale | 04/14/2022 | $1,001 - $15,000 |
8 | NH 529 | Sale | 06/06/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
2 | 1 | The employer is no longer making contributions to this pension fund. |
6 | 11 | Value of percentage of real estate investment inherited in 2022 and related rental income. |
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