Observations
- Millionaire
Estimated Net Worth
- $7.9 M - $18.2 M
Salary
- $155 K
Financial Disclosure Details - OGE Form 278e (04/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Policy Advisor | 1/2021 | |
2 | Washington, District of Columbia | Chair | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Biden-Harris Transition (PT Fund Inc.) | Salary | $15,323 | |
2 | IRA #1 | |||
2.1 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2.3 | Morgan Stanley Institutional Fund Trust International Opportunity Portfolio Class A Shares (MIOPX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | IRA #2 | |||
3.1 | Fidelity Government Cash Reserves (FDRXX) | None (or less than $1,001) | None (or less than $201) | |
3.2 | Fidelity Contrafund (FCNTX) | $250,001 - $500,000 | $15,001 - $50,000 | |
3.3 | Fidelity Growth Company Fund (FDGRX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3.4 | Morgan Stanley Institutional Fund Trust International Opportunity Portfolio Class A Shares (MIOPX) | $50,001 - $100,000 | $15,001 - $50,000 |
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 |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Hogan Lovells US LLP (Law Firm) | Salary | ||
2 | Law Firm Capital Account | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $50,001 - $100,000 | $201 - $1,000 | |
4 | IRA #2 | |||
4.1 | Cash | $100,001 - $250,000 | None (or less than $201) | |
5 | Retirement Savings Plan | |||
5.1 | Fidelity Contrafund Class K Shares (FCNKX) | Over $1,000,000 | $100,001 - $1,000,000 | |
5.2 | Fidelity Emerging Markets Fund Class K (FKEMX) | $250,001 - $500,000 | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Government Money Market Fund (SPAXX) | $250,001 - $500,000 | $201 - $1,000 | |
2 | Aflac, Inc. (AFL) | None (or less than $1,001) | Dividends | $201 - $1,000 |
3 | Citigroup, Inc. (C) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
4 | Cisco Systems, Inc. (CSCO) | None (or less than $1,001) | Dividends | $201 - $1,000 |
5 | Fidelity Short-Term Bond Index Fund (FNSOX) | $250,001 - $500,000 | $1,001 - $2,500 | |
6 | Corning, Inc. (GLW) | None (or less than $1,001) | Dividends | $201 - $1,000 |
7 | International Business Machines Corp. (IBM) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
8 | Intel Corp. (INTC) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
9 | Johnson & Johnson (JNJ) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
10 | 3M Co. (MMM) | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | The Goldman Sachs Group, Inc. (GS) | Sale | 03/08/2021 | $100,001 - $250,000 |
2 | Apple, Inc. (AAPL) | Sale | 03/12/2021 | $100,001 - $250,000 |
3 | Microsoft Corp. (MSFT) | Sale | 03/12/2021 | $50,001 - $100,000 |
4 | Facebook, Inc. (FB) | Sale | 03/11/2021 | $15,001 - $50,000 |
5 | 3M Co. (MMM) | Sale | 08/18/2021 | $50,001 - $100,000 |
6 | Corning, Inc. (GLW) | Sale | 08/18/2021 | $50,001 - $100,000 |
7 | Microsoft Corp. (MSFT) | Sale | 08/18/2021 | $50,001 - $100,000 |
8 | Johnson & Johnson (JNJ) | Sale | 08/18/2021 | $50,001 - $100,000 |
9 | International Business Machines Corp. (IBM) | Sale | 08/18/2021 | $50,001 - $100,000 |
10 | Texas Instruments Incorporated (TXN) | Sale | 08/18/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank - Capital Loan | $500,001 - $1,000,000 | 2020 | 5 years |
2 | Crossplane Capital, L.P. | $100,001 - $250,000 | 2019 | On Demand |
3 | HL 2011 Investors, LLC | $15,001 - $50,000 | 2011 | On Demand |
4 | The 2015 Fund LLC | $50,001 - $100,000 | 2015 | On demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 21 | Plan does not break down income by asset. |
6 | 30 | Filer does not receive a breakdown of income by sub-asset. |
6 | 31 | Filer does not receive statements that break down income by asset |
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