Observations
- Lobbyist
Estimated Net Worth
- $400 K - $975 K
Salary
- Unknown
Employment
- Started 12/03/2021
Financial Disclosure Details - OGE Form 278e (07/28/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Board Chair | Present | |
2 | Keystone, Colorado | Board of Directors | Present | |
3 | Washington, District of Columbia | Board of Directors | Present | |
4 | Newark, Delaware | Board of Directors | Present | |
5 | Washington, District of Columbia | Chairman | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Microsoft | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | |
2 | DC 401(a) Retirement Plan | |||
2.1 | Vanguard Target Retire 2045 Tr | $50,001 - $100,000 | None (or less than $201) | |
3 | DC Government | salary | $189,117 | |
4 | DC 457(B), Deferred Compensation Plan | |||
4.1 | Vantagepoint PLUS FUND R10 | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard Target Retire 2045 Tr | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Vanguard Institutional Index | $50,001 - $100,000 | 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 participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2014 | |
2 | Washington, District of Columbia | Pursuant to the standard terms of this deferred compensation plan, the DC government will stop making contributions when Filer's employment terminates. The plan will begin making payments to Filer when he retires. The payments will be made on a monthly basis, in an amount that will be determined based on the value of the investment assets in the plan. | 8/2014 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | As Chairman of the DCPSC, I serve as the chief administrative officer. |
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 | Northwestern Mutual Whole Life Insurance | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
2 | U.S. Bank Checking Account | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank Savings Account | $1,001 - $15,000 | None (or less than $201) | |
4 | US Bank Checking Account | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $15,001 - $50,000 | 2021 | revolving |
2 | Wells Fargo | $250,001 - $500,000 | 2012 | 30 years |
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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