Estimated Net Worth
- $677 K - $3.2 M
Salary
- Unknown
Employment
- Started 12/01/2022
Records
Financial Disclosure Details - OGE Form 278e (06/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Of Counsel | 8/2021 | |
2 | Washington, District of Columbia | Senior Associate | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Lippes Mathias Wexler Friedman LLP (Law firm) | Consulting Fees | $34,675 | |
2 | Lippes Mathias Wexler Friedman LLP (law firm) | Salary/Bonus | $29,634 | |
3 | Traditional IRA - Morgan Stanley | |||
3.1 | BlackRock Advantage ESG US Equity Fund Institutional Class Shares (BIRIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Brown Advisory Sustainable Growth Fund Investor Class Shares (BIAWX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | CalvertEmerging Markets Equity Fund Class I Shares (CVMIX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Calvert Small Cap Fund Class I Shares (CSVIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Calvert Ultra-Short Duration Income Fund Class I Shares (CULIX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Community Reinvestment Act Qualified Investment Fund Institutional Class Shares (CRANX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Domini Impact International Equity Fund Class Y Shares (DOMYX) | $1,001 - $15,000 | $201 - $1,000 |
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 | Alliance for Excellent Education | Consulting fees | ||
2 | Traditional IRA - Morgan Stanley | |||
2.1 | BlackRock Advantage ESG US Equity Fund Institutional Class Shares (BIRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | UBS International Sustainable Equity Fund Class P Shares (BNUEX) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Community Reinvestment Act Qualified Investment Fund Institutional Class Shares (CRANX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Calvert Small Cap Fund Class I Shares (CSVIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Calvert Ultra-Short Duration Income Fund Class I Shares (CULIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | CalvertEmerging Markets Equity Fund Class I Shares (CVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Domini Impact International Equity Fund Class Y Shares (DOMYX) | $1,001 - $15,000 | $201 - $1,000 | |
2.8 | iShares MSCI KLD 400 Social ETF (DSI) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | California 529 College Savings Plan | |||
1.1 | Nuveen Co 2038/2039 Enroll A (CCAQX) | $100,001 - $250,000 | None (or less than $201) | |
2 | California 529 College Savings Plan #2 | |||
2.1 | Nuveen Co 2038/2039 Enroll A (CCAQX) | $15,001 - $50,000 | None (or less than $201) | |
3 | California 529 College Savings Plan #3 | None (or less than $201) | ||
3.1 | Nuveen Co 2038/2039 Enroll A (CCAQX) | $15,001 - $50,000 | None (or less than $201) | |
4 | WLN Family Trust | Distributions from trust holdings | $19,200 | |
4.1 | AbbVie, Inc. (ABBV) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
4.2 | Autodesk, Inc. (ADSK) | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
4.3 | Amgen Inc. (AMGN) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Twitter, Inc. (TWTR) | Sale | 02/24/2021 | $1,001 - $15,000 |
2 | Domini Impact International Equity Fund Class Y Shares (DOMYX) | Sale | 03/31/2021 | $1,001 - $15,000 |
3 | Pax Small Cap Fund Institutional Class Shares (PXSIX) | Sale | 03/31/2021 | $1,001 - $15,000 |
4 | Pax Small Cap Fund Institutional Class Shares (PXSIX) | Sale | 01/04/2021 | $1,001 - $15,000 |
5 | Pax MSCI EAFE ESG Leaders Index Fund Institutional Class Shares (PXNIX) | Sale | 04/21/2021 | $1,001 - $15,000 |
6 | Pax Small Cap Fund Institutional Class Shares (PXSIX) | Sale | 10/04/2021 | $1,001 - $15,000 |
7 | Nuance Communications, Inc. (NUAN) | Sale | 05/28/2021 | $1,001 - $15,000 |
8 | Broadcom, Inc. (AVGO) | Sale | 10/12/2021 | $1,001 - $15,000 |
9 | Nucor Corp. (NUE) | Sale | 08/05/2021 | $1,001 - $15,000 |
10 | TouchstoneGlobal ESG Equity Fund Class Y Shares (TIQIX) | Sale | 03/31/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
6 | 4.16 | formerly Cree. Company name has changed to Wolfspeed Inc. |
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