Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.6 M - $3.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/24/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
McLean, Virginia
Trustee
Present
2
McLean, Virginia
Trustee
Present
3
McLean, Virginia
Trustee
Present
4
Rochester, New York
Trustee
Present
5
Bethesda, Maryland
Consultant
3/2021
6
Washington, District of Columbia
Executive Coach
3/2021
7
Silver Spring, Maryland
Consultant
2/2020
8
Rochester, New York
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Foundation for the National Institutes of Health
Consulting Fees
$89,175
2
Partnership for Public Service
Fees for Executive Coaching Services
$12,200
3
Palladian Partners
Consulting Fees
$1,200
4
Ellen Siegal
one-time legal fee
$5,200

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
1
Rockville, Maryland
Executive coaching and legal consulting services.
2
Washington, District of Columbia
Executive coaching services for the NIH Executive Leadership Program.
3
Bethesda, Maryland
one-time legal services

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
Caterpillar Inc (=1/8 Value)
$1,001 - $15,000
Dividends
$201 - $1,000
2
CVS Caremark Corp (=1/8 value)
$1,001 - $15,000
Dividends
None (or less than $201)
3
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (=1/8 value)
None (or less than $1,001)
None (or less than $201)
4
Goldman Sachs Group Inc Ser D Fit% Perpetual (=1/8 value)
$1,001 - $15,000
Dividends
None (or less than $201)
5
Lowes Companies (=1/8 value)
$1,001 - $15,000
Dividends
None (or less than $201)
6
McDonalds Corp Com (=1/8 value)
$50,001 - $100,000
Dividends
$1,001 - $2,500
7
US Bancorp (=1/8 value)
$1,001 - $15,000
Dividends
None (or less than $201)
8
Vanguard Growth Index Fund
$50,001 - $100,000
$201 - $1,000
9
Vanguard Lifestrategy Growth Fund
$100,001 - $250,000
$5,001 - $15,000
10
Vanguard Money Market Fund
$50,001 - $100,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Congressional Federal Credit Union, Washington, DC
$10,001 - $15,000
2020
On Demand
2
Chase Bank
$15,001 - $50,000
2020
On Demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
Executive Coaching Services
1
7
Served as a consultant to the NIH All of Us Program to support the program's public-private partnerships.

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