Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $8.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/03/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | National Consumer Bankruptcy Rights Center | San Jose, California | Executive Director | 2/2023 |
2 | Boston, Massachusetts | Of Counsel | 2/2023 | |
3 | National Association of Consumer Bankruptcy Attorneys | Washington, District of Columbia | Director | 2/2023 |
4 | Dover, Delaware | Consumer Claims Trustee | 2/2023 | |
5 | Harrison Memorial Library Board of Trustees | Carmel, California | Trustee/Presiden t/Vice President/Treasu rer | 2/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP-IRA - T Rowe Price Retirement 2035 Fund (TRRJX) | $500,001 - $1,000,000 | None (or less than $201) | |
2 | IRA1-T Rowe Price Retirement 2035 Fund (TRRJX) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA2-T Rowe Price Retirement 2035 Fund (TRRJX) | $100,001 - $250,000 | None (or less than $201) | |
4 | National Consumer Bankruptcy Rights Center (reimbursement) | Reimbursement for employment- related costs incurred prior to government service | $3,750 | |
5 | National Consumer Bankruptcy Rights Center | Executive Director Income | $3,765 | |
6 | National Consumer Law Center | Of Counsel Income | $4,525 | |
7 | Ditech Holding Corporation Consumer Creditor Recovery Trust | Trustee Income | $93,050 |
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 | Triad National Security - May 2023 | Honorarium | $2,500 | |
2 | Massachusetts Institute of Techonology - July 2023 | Honorarium | $2,500 | |
3 | Nuclear Threat Initiative - September 2023 | Honorarium | $1,500 | |
4 | HII Mission Technologies (Defense) | Salary | ||
5 | IRA #1 | |||
5.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | T Rowe Price Science & Technology Fund, Inc Class I Shares (TSNIX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Notre Dame University - February 2023 | Honorarium | $750 | |
7 | Center for New American Security - January 2023 | Honorarium | $500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Rental Property - Carmel, CA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank (B) (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank (C) (cash) | $500,001 - $1,000,000 | Interest | $15,001 - $50,000 |
4 | U.S. bank (U) #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | Vanguard Value Index Fund Admiral Shares (VVIAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | Vanguard ESG US Stock ETF (ESGV) | $1,001 - $15,000 | None (or less than $201) | |
8 | T Rowe Price Dividend Growth Fund, Inc (PRDGX) | $15,001 - $50,000 | $1,001 - $2,500 | |
9 | U.S. bank (U) #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
10 | Boston Beer Co., Inc. (SAM) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Target Enrollment 2022/2023 (multiple) | Sale | $50,001 - $100,000 | |
2 | T. Rowe Price Retirement 2020 Fund (TRRBX) (multiple) | Sale | $15,001 - $50,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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