Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 02/27/2023
Records
Financial Disclosure Details - OGE Form 278e
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 | Wallace Global Fund (401k) Retirement Plan Consultants | |||
1.1 | (Mutual Fund) GCBLX-Green Century Balanced Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | (Mutual Fund) PORIX-Trillium P21 Global Equity Fund Institutional Cl | $1,001 - $15,000 | None (or less than $201) | |
1.3 | (Mutual Fund) N/A-HIP Fossil Free Balanced Growth | $1,001 - $15,000 | None (or less than $201) | |
2 | (Other Defined Contributions) 403B Arca Foundation | |||
2.1 | (Mutual Fund) ODMAX-Invesco Oppenheimer Developing Markets Fund Clas | $1,001 - $15,000 | None (or less than $201) | |
2.2 | (Mutual Fund) RWMCX-Washington Mutual Investors Fund Class R-3 Share | $1,001 - $15,000 | None (or less than $201) | |
2.3 | (Mutual Fund) MEIAX-MFS Series Trust I - MFS Value Fund Class A | $1,001 - $15,000 | None (or less than $201) | |
2.4 | (Mutual Fund) GRMSX-Nationwide S&P 500 Index Fund Service Class | $1,001 - $15,000 | None (or less than $201) | |
2.5 | (Mutual Fund) LALDX-Lord Abbett Investment Trust Short Duration Inco | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wallace Global Fund | Washington, DC, US | 401K Plan - I continue to participate in my former employer's 401(k) plan. The employer does not continue to contribute to the plan on my behalf. | 07/2015 |
2 | Arca Foundation | Washington, DC, US | 403B - I continue to participate in my former employer's 403B plan. The employer does not continue to contribute to the plan on my behalf. | 05/2021 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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