Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $8.9 M
Salary
- Unknown
Employment
- Started 03/08/2021
Records
Financial Disclosure Details - OGE Form 278e (01/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director, Strategic Management & Policy Division | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | District of Columbia Department of Behavioral Health | Salary | $182,000 | |
2 | District of Columbia, Filer's 401(a) plan | |||
2.1 | Vanguard Target Retirement 2045 Trust I | $50,001 - $100,000 | None (or less than $201) | |
3 | District of Columbia, Filer's 457(b) plan | |||
3.1 | Vanguard Target Retirement 2045 Trust I | $15,001 - $50,000 | None (or less than $201) | |
3.2 | DC Plus Large Cap Value Portfolio, 457(b) Plan | $1,001 - $15,000 | None (or less than $201) | |
3.3 | American Funds Fundamental Investors, Class R-6 (RFNGX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Institutional Index Fund, Institutional Plus Shares (VIIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | DC Plus Large Cap Growth Portfolio, 457(b) Plan | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Arial Fund, Institutional Class (ARAIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to retain this 401(a) defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation. | 11/2015 | |
2 | Washington, District of Columbia | I will continue to retain this 457(b) defined contribution plan. Neither the plan sponsor nor I will make further contributions after my separation. | 11/2014 | |
3 | Washington, District of Columbia | Pursuant to my employment agreement, I will receive my final paycheck for services rendered during the week (40 hours) before my departure from the District of Columbia Department of Behavioral Health. This payment might be made in March 2021; I cannot state with certainty when it will occur. | 10/2018 | |
4 | Washington, District of Columbia | Pursuant to my employment agreement, I will receive a payout for annual leave accrued during my employment with the District of Columbia Department of Behavioral Health. It can take eight to ten weeks from my departure from the agency to receive that payout; I cannot state with certainty when it will occur. | 10/2018 | |
5 | Washington, District of Columbia | Pursuant to standard employment benefits, I will continue to receive health care benefits for thirty days after my departure from the agency. | 10/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Director, Strategic Management & Policy Division |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | District of Columbia Office of the Attorney General | Salary | ||
2 | Jazz percussionist, sole proprietor | Performance Fees | ||
3 | Jazz percussionist, sole proprietor | Arts Grants | ||
4 | District of Columbia, Spouse's 401(a) plan | |||
4.1 | Vanguard Target Retirement 2040 Trust I | $1,001 - $15,000 | None (or less than $201) | |
5 | District of Columbia, Spouse's 457(b) plan | |||
5.1 | Vanguard Target Retirement 2040 Trust I | $15,001 - $50,000 | None (or less than $201) | |
6 | Sonosky, Chambers, Sachse, Endreson & Perry, LLP, 401(k) plan | |||
6.1 | Stable Asset Return Fund, R2 | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Bond Index Fund, R2 | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC College Savings Plan #1 | |||
1.1 | DC College Savings 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.2 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | DC College Savings Plan #2 | |||
2.1 | DC College Savings In College Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | DC College Savings Plan #3 | |||
3.1 | DC College Savings 2022 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | DC College Savings Plan #4 | |||
4.1 | DC College Savings 2025 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | Residential real estate #1, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Branch Banking & Trust Co. | $250,001 - $500,000 | 2011 | 15 years |
2 | Vellum Mortgage, Inc. | $500,001 - $1,000,000 | 2020 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | BB&T and SunTrust have merged to become Truist, but the mortgage statements the filer receives are still from BB&T. BB&T will continue to offer independent product lines for a period of time. MS. |
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