Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.1 M - $2.3 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/20/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Schwab Simple IRA (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Broad Foundation 401(k) | |||
2.1 | Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Target 2030 Retirement Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | T Rowe Price IRA | |||
3.1 | T. Rowe Price Retirement 2030 Fund | $250,001 - $500,000 | None (or less than $201) | |
3.2 | T Rowe Price US Large-Cap Core Fund, Inc Class I Shares (RCLIX) | $250,001 - $500,000 | None (or less than $201) | |
4 | Nicholas Fund IRA | |||
4.1 | Nicholas Fund (NICSX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2015 |
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 | American Century Select Fund (TWCIX) | $50,001 - $100,000 | None (or less than $201) | |
2 | DWS CROCI US Fund Class S Shares (DCUSX) | $15,001 - $50,000 | None (or less than $201) | |
3 | DWS Small Cap Growth Fund Class S Shares (SSDSX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Mutual of Omaha Equity Index Fund (MAEIX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Mutual of America Institutional Funds, Inc Mid- Cap Equity Index Fund (MAMQX) | $1,001 - $15,000 | None (or less than $201) | |
6 | National Institute for Civil Discourse | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $250,001 - $500,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 3.2 | Asset name change from T. Rowe Price Growth and Income, not generating a transaction. |
5 | 2 | Asset name change from KDCSX not generating a transaction. |
5 | 3 | Asset name change from MIDTX not generating a transaction. |
5 | 4 | Asset left off prior report by mistake. |
5 | 5 | Asset left off prior report by mistake. |
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