Observations
- Millionaire
Estimated Net Worth
- $50.6 M - $51.9 M
Salary
- Unknown
Employment
- Started 11/29/2021
Records
Financial Disclosure Details - OGE Form 278e (12/07/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Philanthropic Partnerships | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | American Federation of Teachers, 401(k) plan | |||
1.1 | Dodge & Cox International Stock Fund (DODFX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | MetWest High Yield Bond Fund Class M Shares (MWHYX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Morley Stable Value Fund | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | None (or less than $201) | |
1.5 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard US Growth Fund Admiral Shares (VWUAX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $250,001 - $500,000 | None (or less than $201) |
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, but the plan sponsor no longer makes contributions. | 3/2012 | |
2 | Washington, District of Columbia | I will continue to participate in this health reimbursement arrangement, but the arrangement sponsor no longer makes contributions. | 3/2012 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | WASHINGTON, District of Columbia | Director of Philanthropic Partnerships |
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. bank #1 (cash) | Over $50,000,000 | None (or less than $201) | |
2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
3 | BARCLAYS BANK PLC 3Y U.S. EQUITY CONTINGENT COUPON | $1,001 - $15,000 | None (or less than $201) | |
4 | UTZ brand incorporated Com | None (or less than $1,001) | None (or less than $201) | |
5 | U.S. brokerage account | |||
5.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | MFS Research Fund Class I Shares (MRFIX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Wasatch Small Cap Growth Fund Institutional Class Shares (WICVX) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | $1,001 - $15,000 | 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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