Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $8.0 M
Salary
- Unknown
Employment
- Started 06/01/2021
Records
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | CEO | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | United for Infrastructure | Salary/Bonus | $83,500 | |
2 | Inherited Roth IRA | |||
2.1 | DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | DFA Emerging Markets Portfolio Institutional Class (DFEMX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.3 | DFA One-Year Fixed Income Portfolio Institutional Class (DFIHX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | DFA International Small Company Portfolio Institutional Class (DFISX) | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | DFA International Value Portfolio Institutional Class (DFIVX) | $100,001 - $250,000 | $2,501 - $5,000 | |
2.6 | DFA U.S. Large Cap Value Portfolio Institutional Class (DFLVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2.7 | DFA Real Estate Securities Portfolio Institutional Class (DFREX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.8 | DFA U.S. Micro Cap Portfolio Institutional Class (DFSCX) | $50,001 - $100,000 | $5,001 - $15,000 |
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 | Plimoth Patuxet Museums | salary, bonus | ||
2 | Roth IRA (Fidelity) | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2.3 | Fidelity Emerging Markets Fund (FEMKX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.4 | Fidelity GNMA Fund (FGMNX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity Large Cap Stock Fund (FLCSX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.6 | Fidelity Low Priced Stock Fund (FLPSX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.7 | Fidelity Mid Cap Stock Fund (FMCSX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.8 | Fidelity OTC Portfolio (FOCPX) | $15,001 - $50,000 | $2,501 - $5,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | my529 (Utah) | |||
1.1 | DFA Global Equity Portfolio (UTDGX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #3 (cash/MMA) | $50,001 - $100,000 | $201 - $1,000 | |
5 | U.S. bank #4 (CD) | $1,001 - $15,000 | Interest | $201 - $1,000 |
6 | Filer Investment Account #1 | |||
6.1 | Vanguard 500 Index Admiral (VFIAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
6.2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | U.S. financial institution (cash account) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1) | Exchange | 06/22/2021 | $1,001 - $15,000 |
2 | Vanguard 500 Index Admiral - Dividend to cash, cash reinvested (Filer Investment Account #1) | Purchase | 06/29/2021 | $1,001 - $15,000 |
3 | DFA Tax Managed US Marketwide Portfolio - Dividend to cash, cash reinvested (Filer Investment Account #1) | Purchase | 06/29/2021 | $1,001 - $15,000 |
4 | DFA International Value Portfolio - Dividend to cash, cash reinvested (Inherited Roth IRA) | Purchase | 06/29/2021 | $1,001 - $15,000 |
5 | Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1) | Exchange | 06/30/2021 | $1,001 - $15,000 |
6 | Exchanged TDA Cash Fund for TDA Money Market Fund (Inherited Roth IRA) | Exchange | 06/30/2021 | $1,001 - $15,000 |
7 | Exchange - DFA Tax Managed International Value Portfolio (Merged Out) for Dimensional International Value ETF (Merged In) (Filer Investment Account #1) | Exchange | 09/13/2021 | $50,001 - $100,000 |
8 | Vanguard 500 Index Admiral - Dividend to cash, cash reinvested (Filer Investment Account #1) | Purchase | 09/29/2021 | $1,001 - $15,000 |
9 | DFA Tax Managed U.S. Marketwide Value Portfolio - dividend to cash, cash reinvested (Filer Investment Account #1) | Purchase | 09/29/2021 | $1,001 - $15,000 |
10 | Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1) | Exchange | 09/30/2021 | $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 |
|---|---|---|
2 | 3 | Individual assets are below the regulatory reporting threshold. |
2 | 5 | Account still open but all assets converted to Roth IRA in 2021. |
6 | 6.6 | DFAS (formerly DFTSX) |
6 | 6.8 | DFA changed fund from DTMIX (previous filing) to DFIV. |
6 | 6.12 | DFAT formerly DTMVX |
6 | 6.16 | DFA changed fund name/symbol - formerly was DTMMX, now DFMVX. |
7 | 14 | Merged into trust from grantor account |
7 | 15 | Merged in from grantor account |
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