Estimated Net Worth
  • estimated net worth
    $891 K - $2.5 M
Salary
  • salary
    Unknown
Employment
  • Started 01/12/2022

Financial Disclosure Details - OGE Form 278e (03/17/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Associate Vice President
1/2021
2
Washington, District of Columbia
Board Chair
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
Fidelity Freedom 2035
$15,001 - $50,000
None (or less than $201)
2
NJ Transit Defined Contribution Plan
2.1
NJ Transit Aggressive Profile
2.1.1
American Funds Europacific Growth RSE
$15,001 - $50,000
None (or less than $201)
2.1.2
JP Morgan Mid Cap Growth R5
$15,001 - $50,000
None (or less than $201)
2.1.3
Wells Fargo Special Small Cap Value Inst
$1,001 - $15,000
None (or less than $201)
2.1.4
Columbia Mid Cap Index Inst
$1,001 - $15,000
None (or less than $201)
2.1.5
Victory Sycamore Established Value
$1,001 - $15,000
None (or less than $201)
2.1.6
American Funds Growth Fund of Amer RSE
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Newark, New Jersey
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2007
2
Kansas City, Missouri
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2017
3
Kansas City, Missouri
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Associate Vice President.
2
Washington, District of Columbia
Pursuant to contract with HNTB, provided consulting services for capital delivery programming with a focus on business processes, invoice reviews, and procurement

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Traditional IRA
1.1
Vanguard S&P 500 Index ETF
$15,001 - $50,000
None (or less than $201)
2
ROTH IRA
2.1
Vanguard S&P 500 Index ETF
$50,001 - $100,000
None (or less than $201)
2.2
Netflix
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dependent UTMA Account
1.1
Disney
$1,001 - $15,000
None (or less than $201)
1.2
Tesla
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard 500 Index Fund Admiral Shares
$15,001 - $50,000
$201 - $1,000
1.4
Vanguard S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
2
Apple
$1,001 - $15,000
Dividends Capital Gains Interest
$5,001 - $15,000
3
Costco Wholesale Corp. (COST)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
5
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
6
529 Education Plan (Utah My529)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2013
30 year
2
Community Loan Servicing
$500,001 - $1,000,000
2020
30 year

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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