Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.9 M
Salary
- Unknown
Employment
- Started 12/06/2021
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | National Railroad Passenger Corp. (Amtrak) | salary, bonuses, and awards. | ||
2 | Vanguard Rollover IRA Brokerage Account | |||
2.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Vanguard SEP-IRA Brokerage Account | |||
3.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard Roth IRA Brokerage Account | |||
4.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Arnold & Porter LLP 401(k) | |||
5.1 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $250,001 - $500,000 | None (or less than $201) | |
5.2 | Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Investment Residential Real Estate, Washington, D.C. | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | Cash Account | $15,001 - $50,000 | None (or less than $201) | |
5 | Foresters Financial Life Universal Life Policy | $100,001 - $250,000 | None (or less than $201) | |
6 | Foresters Financial Universal Life Policy | $100,001 - $250,000 | None (or less than $201) | |
7 | F&G Annuities Whole Life Policy | $15,001 - $50,000 | None (or less than $201) | |
8 | District of Columbia College Savings Plan | |||
8.1 | U.S. Total Stock Market Index Portfolio | $15,001 - $50,000 | None (or less than $201) | |
8.2 | Non-U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | Sale | 10/20/2022 | $1,001 - $15,000 |
2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 10/20/2022 | $1,001 - $15,000 |
3 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Purchase | 12/28/2022 | $1,001 - $15,000 |
4 | T Rowe Price Mid-Cap Growth Fund, Inc Class I Shares (RPTIX) | Purchase | 12/13/2022 | $1,001 - $15,000 |
5 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Purchase | 09/22/2022 | $1,001 - $15,000 |
6 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Purchase | 06/22/2022 | $1,001 - $15,000 |
7 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Purchase | 03/22/2022 | $1,001 - $15,000 |
8 | Vanguard Institutional Index Fund Institutional Shares (VINIX) | Purchase | 12/28/2022 | $1,001 - $15,000 |
9 | Vanguard Institutional Index Fund Institutional Shares (VINIX) - Multiple purchase every two weeks | Purchase | 01/01/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $250,001 - $500,000 | 2015 | 30 |
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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