Estimated Net Worth
- $694 K - $1.7 M
Salary
- Unknown
Employment
- Started 01/01/2021
Financial Disclosure Details - OGE Form 278e (05/09/2024)
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 |
|---|---|---|---|---|
1 | Democracy Forward Foundation, 401(k) plan | |||
1.1 | T Rowe Price Retirement 2050 Fund Class R | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Democracy Forward 401(k) | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2018 |
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 | Covington and Burling LLP (Law Firm) | salary, bonus | ||
2 | Individual Retirement Account | |||
2.1 | Vanguard Extended Market Index Fund Institutional Shares (VIEIX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Schwab International Index Fund (SWISX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | T Rowe Price QM US Sm-Cap Growth Eqty Fd, Inc (PRDSX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | JPMorgan Emerging Markets Equity Fund Class R6 Shares (JEMWX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | MFS International Diversification Fund Class R4 Shares (MDITX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | American Beacon Small Cap Value Fund Class R5 Shares (AVFIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash account) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
2 | US bank #2 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
3 | US bank #3 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
4 | US bank #4 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
5 | US bank #5 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
6 | DC College Savings Plan | |||
6.1 | DC College Savings 2037 Portfolio | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares National Muni Bond ETF (MUB) | Sale | 05/22/2023 | $1,001 - $15,000 |
2 | iShares National Muni Bond ETF (MUB) | Sale | 11/21/2023 | $1,001 - $15,000 |
3 | iShares National Muni Bond ETF (MUB) | Sale | 05/25/2023 | $1,001 - $15,000 |
4 | iShares National Muni Bond ETF (MUB) | Sale | 11/22/2023 | $1,001 - $15,000 |
5 | iShares National Muni Bond ETF (MUB) | Sale | 11/30/2023 | $1,001 - $15,000 |
6 | SoFi Select 500 ETF (SFY) | Sale | 05/22/2023 | $15,001 - $50,000 |
7 | SoFi Select 500 ETF (SFY) | Sale | 05/25/2023 | $15,001 - $50,000 |
8 | SoFi Select 500 ETF (SFY) | Sale | 11/21/2023 | $15,001 - $50,000 |
9 | SoFi Select 500 ETF (SFY) | Sale | 11/22/2023 | $15,001 - $50,000 |
10 | SoFi Select 500 ETF (SFY) | Sale | 11/30/2023 | $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 | ||
Do you have information about Travis Annatoyn that is missing from this database?
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