Estimated Net Worth
- $919 K - $2.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (07/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | WASHINGTON, District of Columbia | Senior Adviser | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund (Biden-Harris Transition Team) | Salary | $9,550 | |
2 | Booz Allen Hamilton, Inc. Employees' Capital Accumulation Fund 401(k) | None (or less than $201) | ||
2.1 | State Street US Bond Index Non-Lending Series Fund - Class A | $15,001 - $50,000 | None (or less than $201) | |
2.2 | State Street Russell Large Cap Growth Index Non-Lending Series Fund - Class | $15,001 - $50,000 | None (or less than $201) | |
2.3 | State Street Russell Small Cap Index Non- Lending Series Fund - Class A | $15,001 - $50,000 | None (or less than $201) | |
2.4 | American Funds Europacific Growth Fund (RERGX) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | State Street International Index Non-Lending Series Fund - Class A | $1,001 - $15,000 | None (or less than $201) | |
2.6 | BlackRock LifePath Index 2030 Non-Lendable Fund F | $15,001 - $50,000 | None (or less than $201) | |
3 | McKinsey & Co. Profit-Sharing Retirement Plan | |||
3.1 | Special Situations Fund (underlying holdings are not ascertainable) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | McLean, Virginia | I will continue to participate in the defined contribution plan. The plan sponsor will not make contributions after my separation. | 1/2009 | |
2 | Washington, District of Columbia | I will continue to participate in the defined contribution plan. The plan sponsor will not make contributions after my separation. | 9/2020 |
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 | Refugees International | salary | ||
2 | Center for Global Development | Stipend for research, analysis and outreach activities | ||
3 | E*Trade Roth IRA | |||
3.1 | Berkshire Hathaway Class B (BRK-B) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Emerging Markets Index (VEMAX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard S&P 500 ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Target Retirement Fund 2045 | $15,001 - $50,000 | None (or less than $201) | |
4 | Center for Global Development 403(b) | |||
4.1 | Vanguard Target Retirement 2040 Fund (VFORX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank account #1 (cash account) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | US bank account #2 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
3 | Child #1 DC College Savings Plan | $50,001 - $100,000 | None (or less than $201) | |
4 | Child #2 DC College Savings Plan | $50,001 - $100,000 | None (or less than $201) | |
5 | Inherited retirement trust (cash) | $50,001 - $100,000 | Cash distribution | $3,079 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $250,001 - $500,000 | None (or less than $201) | |
8 | Vanguard Institutional Target Retirement 2035 Fund Investor Class Shares (VTHX) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | Purchase | 09/27/2021 | $1,001 - $15,000 |
2 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | Purchase | 09/27/2021 | $1,001 - $15,000 |
3 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | Purchase | 04/01/2021 | $50,001 - $100,000 |
4 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | Purchase | 04/01/2021 | $250,001 - $500,000 |
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 | 3 | DC College Savings 2031 Portfolio |
6 | 4 | DC College Savings 2031 Portfolio |
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