Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.8 M
Salary
- Unknown
Employment
- Started 03/14/2022
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 |
|---|---|---|---|---|
1 | KPMG Advisory Services Pvt. Ltd. | Cash payout | $18,750 | |
2 | KPMG 401k Capital Accumulation Plan | |||
2.1 | American EuroPacific Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | BlackRock Extended Market K | $1,001 - $15,000 | None (or less than $201) | |
2.3 | BlackRock MSCI ACWI Ex US Index | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Real Estate Index Fund Institutional | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Institutional 500 Index Trust | $1,001 - $15,000 | None (or less than $201) | |
2.6 | DFA US Sustainability Core 1 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.7 | MFS Value Fund Class | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Hotchkis & Wileyv Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | KPMG Defined Contribution Plan | Washington, District of Columbia | I continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 10/2017 |
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 | KPMG LLP (Audit, Tax & Business Consulting Services) | salary, bonus | ||
2 | KPMG 401k Capital Accumulation Plan | |||
2.1 | American The Growth Fund of America Class | $100,001 - $250,000 | None (or less than $201) | |
2.2 | American EuroPacific Growth Fund Class | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Institutional 500 Index Trust | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Dodge & Cox International Stock Fund | $100,001 - $250,000 | None (or less than $201) | |
2.5 | BlackRock Liquidity Funds Fed Fund Class Institutional | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | AF Fundamental Investors-A | $15,001 - $50,000 | None (or less than $201) | |
3.2 | AF The New Economy Fund-A | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Credit Union Account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank Account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. Bank Account #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | State Bank of India (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | HDFC Bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. Bank Account #4 (cash) | $1,001 - $15,000 | None (or less than $201) | |
8 | HDFC Bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
9 | Mass Mutual, whole life | $1,001 - $15,000 | None (or less than $201) | |
10 | Mass Mutual, whole life | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | M&T Bank | $500,001 - $1,000,000 | 2020 | 30-year fixed |
2 | Sofi Lending | $15,001 - $50,000 | 2023 | 60 months |
3 | Prosper Financial | $15,001 - $50,000 | 2022 | 60 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 11 | All underlying assets below reporting threshold |
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