Observations
- Millionaire
Estimated Net Worth
- $9.4 M - $17.8 M
Salary
- Unknown
Employment
- Started 01/15/2021
Records
- OGE Form 278t (10/22/2022)
- OGE Form 278t (10/02/2022)
- OGE Form 278t (08/29/2022)
- OGE Form 278t (08/18/2022)
- OGE Form 278t (06/12/2022)
- OGE Form 278t (05/30/2022)
- OGE Form 278e (05/16/2022)
- OGE Form 278t (05/01/2022)
- OGE Form 278t (03/13/2022)
- OGE Form 278t (01/22/2022)
- OGE Form 278t (12/21/2021)
- OGE Form 278t (11/14/2021)
- OGE Form 278t (09/26/2021)
- OGE Form 278t (08/15/2021)
- OGE Form 278t (07/11/2021)
- OGE Form 278t (06/06/2021)
- OGE Form 278t (06/01/2021)
- OGE Form 278e (05/04/2021)
- OGE Form 278t (05/04/2021)
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | Washington, District of Columbia | Board member | 1/2021 | |
3 | Washington, District of Columbia | Head of Presidential Appointments | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | ONE 401k | |||
1.1 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | American Century Sustainable Equity Fund Class R6 Shares (AFEDX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) | $1,001 - $15,000 | None (or less than $201) | |
2 | ASG 401k | |||
2.1 | MFS International Diversification Fund Class R4 Shares (MDITX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | AF NEW World R6 | $100,001 - $250,000 | None (or less than $201) | |
2.3 | MFS International New Discovery Fund Class R6 Shares (MIDLX) | $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 continue to participate in ASG's 401 (k) account. Neither ASG nor I have made or will make any additional contributions. | 11/2001 |
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 | Qualcomm | $250,001 - $500,000 | Salary | |
2 | Qualcomm | $100,001 - $250,000 | Bonus | |
3 | Qualcomm | Over $1,000,000 | Restricted stock units | |
4 | Qualcomm 401k | |||
4.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $250,001 - $500,000 | None (or less than $201) | |
5 | QUALCOMM, Inc. (QCOM) | Over $1,000,000 | Unrestricted stock unit | |
6 | Morgan Stanley Traditional IRA/S | |||
6.1 | ClearBridge Aggressive Growth Fund Class A Shares (SHRAX) | $100,001 - $250,000 | $15,001 - $50,000 | |
6.2 | ClearBridge All Cap Value Fund Class A Shares (SHFVX) | $100,001 - $250,000 | $1,001 - $2,500 | |
6.3 | ClearBridge Appreciation Fund Class A Shares (SHAPX) | $100,001 - $250,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC1 MS Scholar Choice 529 Legg Mason Sch Ch Age 16-18 | $250,001 - $500,000 | $15,001 - $50,000 | |
2 | DC2 MS Scholar Choice 529 Legg Mason Sch Ch Age 13-15 | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | DC3 MS Scholar Choice 529 Legg Mason Sch Ch Age 10-12 | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | MetLife Whole Life Insurance Policy | $500,001 - $1,000,000 | None (or less than $201) | |
5 | Rental condominium (Danbury, CT) | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
6 | Rosegrove Partners 1 LLP | $500,001 - $1,000,000 | Dividends Capital Gains | $15,001 - $50,000 |
7 | PRB Partners LLP | $500,001 - $1,000,000 | Capital Gains Dividends | $100,001 - $1,000,000 |
8 | Bank of America - ML Bank Deposit Program | $15,001 - $50,000 | Interest | $201 - $1,000 |
9 | Merrill Lynch Investment Account | |||
9.1 | Galena Park Texas Indpt | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Massachusetts St Port Auth | Purchase | 04/20/2021 | $1,001 - $15,000 |
2 | AB Municipal Income Shares (MISHX) | Purchase | 04/16/2021 | $1,001 - $15,000 |
3 | Ohio St Tpk Commn Tpk | Purchase | 04/15/2021 | $15,001 - $50,000 |
4 | Consumer Discretionary Select Sector SPDR Fund (XLY) | Sale | 04/14/2021 | $1,001 - $15,000 |
5 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | Sale | 04/14/2021 | $1,001 - $15,000 |
6 | First Trust Dow Jones Internet Index Fund (FDN) | Sale | 04/14/2021 | $1,001 - $15,000 |
7 | Communication Services Select Sector SPDR Fund (XLC) | Sale | 04/14/2021 | $1,001 - $15,000 |
8 | Metropolitan Transn Auth N Y | Sale | 03/11/2021 | $1,001 - $15,000 |
9 | XLF | Purchase | 03/11/2021 | $1,001 - $15,000 |
10 | Vanguard Industrials Index Fund ETF Class Shares (VIS) | Sale | 03/11/2021 | $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 |
|---|---|---|
1 | 3 | Known as PT Fund |
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