Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.0 M - $5.3 M
Salary
  • salary
    Unknown
Employment
  • Started 05/20/2022

Financial Disclosure Details - OGE Form 278e (03/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Houston, Texas
Vice President, Criminal Justice
5/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)
2
Traditional IRA
2.1
Vanguard Total Stock Market Index ADM CL (VTSAX)
$100,001 - $250,000
None (or less than $201)
3
Urban Institute TIAA Retirement Plan
3.1
CREF Stock R2
$100,001 - $250,000
None (or less than $201)
3.2
TIAA Traditional
$15,001 - $50,000
None (or less than $201)
4
Urban Institute 403(b) Retirement Plan
4.1
T.Rowe Price Retirement 2035 (TRPJX)
$15,001 - $50,000
None (or less than $201)
5
Arnold Ventures 401(k) Retirement Plan

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 no longer makes contributions.
5/2000
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
5/2007
3
Houston, Texas
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
9/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Houston, Texas
Vice President of Criminal Justice at a philanthropy

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Privia Medical Group (medical practice)
salary
2
Chevy Chase Pulmonary Associates (medical practice)
salary and bonus
3
ROTH IRA
3.1
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL (VTSAX)
$1,001 - $15,000
None (or less than $201)
4
Traditional IRA
4.1
VANGUARD TARGET RETIREMENT 2035 INVESTOR CL (VTTHX)
$100,001 - $250,000
None (or less than $201)
5
Privia Health Group, Inc., vested stock options
$15,001 - $50,000
None (or less than $201)
6
Drs. Langevin, Larsen, Hamm, and Cohen, P.C., Inc, vested stock options
$15,001 - $50,000
None (or less than $201)
7
Privia Retirement 401(k) plan
7.1
Vanguard Total Bond Market Index ADM (VBTLX)
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
ABB Ltd (ABB)
$1,001 - $15,000
None (or less than $201)
2
Allegheny Technologies, Inc. (ATI)
None (or less than $1,001)
Capital Gains
$201 - $1,000
3
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
4
ASTRAZENECA PLC ADR
$1,001 - $15,000
None (or less than $201)
5
AT&T, Inc. (T)
$1,001 - $15,000
Dividends
$201 - $1,000
6
Bank of America Corp. (BAC)
$1,001 - $15,000
Capital Gains
$201 - $1,000
7
Bed Bath & Beyond, Inc. (BBBY)
None (or less than $1,001)
Capital Gains Dividends
$2,501 - $5,000
8
Bristol-Myers Squibb (BMY)
$1,001 - $15,000
Capital Gains Dividends
$1,001 - $2,500
9
Brookline Bancorp, Inc. (BRKL)
$1,001 - $15,000
None (or less than $201)
10
Chevron Corp. (CVX)
$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
Mr. Cooper
$100,001 - $250,000
2012
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
5
This medical practice is currently doing business as Privia Medical Group.
5
6
This medical practice is currently doing business as Chevy Chase Pulmonary Associates.

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