Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.1 M
Salary
- $110 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (02/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Los Angeles, California | Programs Director | 9/2020 | |
2 | Washington, District of Columbia | Deputy Cluster Lead | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $23,446 | |
2 | Roth IRA | |||
2.1 | Ishares ESG Aware MSCI EAFE | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Ishares ESG Aware MSCI USA | $1,001 - $15,000 | None (or less than $201) | |
3 | New York University, defined contribution plan: | |||
3.1 | Vanguard Inst Tg 50 Inst | $15,001 - $50,000 | None (or less than $201) | |
4 | University of Southern California, 401(a) plan: | |||
4.1 | Vanguard Institutional Target Retirement 2050 Fund | $15,001 - $50,000 | None (or less than $201) | |
5 | The Pacific Council on International Policy (The University of Southern California) | Salary | $83,479 | |
6 | University of Southern California, 403(b) plan: |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in these defined contribution plans. The plans sponsor does not make further contributions after my separation. | 5/2018 | |
2 | New York City, New York | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions after my separation. | 7/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Responsible for Interviewing Candidates for Gov't Service | |
2 | Los Angeles, California | Oversaw events and delegations |
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 | Apple, Inc. (AAPL) | $500,001 - $1,000,000 | Dividends Capital Gains | $15,001 - $50,000 |
2 | Carillon Eagle Small Cap Growth Fund Class A Shares (HRSCX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3 | EuroPacific Growth Fund Class A Shares (AEPGX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Exxon Mobil Corp. (XOM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
5 | American Funds Fundamental Investors Class A Shares (ANCFX) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | Johnson & Johnson (JNJ) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
8 | Family Trust #1 | |||
8.1 | AMCAP Fund Class F2 Shares (AMCFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8.2 | Chevron Corp. (CVX) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
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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