Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.1 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $12,000 | |
2 | University of Pennsylvania Retirement Plan: TIAA-CREF Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA # 1 | |||
3.1 | Cash Account | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | I will continue to participate in this plan but the plan sponsor is no longer making contributions | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account # 1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. Bank Account # 2 (cash) | $500,001 - $1,000,000 | Interest | $1,001 - $2,500 |
3 | U.S. credit union #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. credit union #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | Income Fund of America Class A Shares (AMECX) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | Washington Mutual Investors Fund Class A Shares (AWSHX) | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | New Perspective Fund Class A Shares (ANWPX) | $250,001 - $500,000 | $2,501 - $5,000 | |
8 | U.S. brokerage- Cash Account | $250,001 - $500,000 | None (or less than $201) | |
9 | US Treasury Notes | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
10 | Residential Rental Property (Falls Church, VA) | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
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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