Estimated Net Worth
- $170 K - $477 K
Salary
- Unknown
Employment
- Started 05/25/2021
Financial Disclosure Details - OGE Form 278e (06/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Managing Director | 5/2021 | |
2 | New York, New York | Board Member | 5/2021 | |
3 | Washington, District of Columbia | Board Member | 5/2021 | |
4 | Richmond, Virginia | Committee Member | 5/2021 | |
5 | Arlington, Virginia | Trustee | Present | |
6 | Washington, District of Columbia | Co-Lead | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Manatt, Phelps & Phillips, LLP (professional services firm - law and consulting) | Consulting Fees & Bonus | $173,386 | |
2 | Manatt, Phelps & Phillips, LLP, 401(k) plan | |||
2.1 | Vanguard Global Wellington Fund - Admiral Shares (VGWAX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I received a performance-based bonus of $95,000 for services rendered in 2020. The bonus was paid in three installments in 2021 (40% on February 26; 30% on March 31; and 30% on April 15). | 1/2021 | |
2 | Washington, District of Columbia | I continue retain this 401(k) defined contribution plan. The plan sponsor made one additional contribution of $15,000 after my separation since I was in a class of employees eligible for a 401(k) contribution and employed at the firm on December 31, 2020. The plan sponsor no longer makes contributions. | 1/2015 |
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 | Robert Wood Johnson Foundation | Salary | ||
2 | Robert Wood Johnson Foundation, deferred compensation: cash receivable | $1,001 - $15,000 | None (or less than $201) | |
3 | Robert Wood Johnson Foundation, qualified retirement plan | |||
3.1 | TIAA-CREF Lifecycle 2040 Fund - Institutional Class (TCOIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Robert Wood Johnson Foundation, matched savings retirement plan | |||
4.1 | TIAA-CREF Lifecycle 2040 Fund - Institutional Class (TCOIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | U.S. brokerage account #1 | |||
2.1 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. brokerage account #2 | |||
3.1 | Apple, Inc. (AAPL) | None (or less than $1,001) | Capital Gains Dividends | $201 - $1,000 |
3.2 | Target Corporation (TGT) | None (or less than $1,001) | Capital Gains Dividends | $1,001 - $2,500 |
4 | Virginia 529 College Savings Plan | |||
4.1 | Moderate Growth Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | The Leadership Conference on Civil and Human Rights, 401(k) plan: Vanguard Mid- Cap Value Index Fund - Admiral Shares (VMVAX) | Sale | 07/01/2021 | $15,001 - $50,000 |
2 | The Leadership Conference on Civil and Human Rights, 401(k) plan: Vanguard Total Bond Market Index Fund - Admiral Shares (VBTLX) | Sale | 07/01/2021 | $15,001 - $50,000 |
3 | The Leadership Conference on Civil and Human Rights, 401(k) plan: Vanguard Institutional Target Retirement 2045 Fund - Institutional Shares (VITLX) | Sale | 07/01/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citizens Bank, N.A. | $500,001 - $1,000,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 5 | My husband and I established this revocable trust in the event of our deaths. We are each other's beneficiaries. This trust holds no assets. |
6 | 3.1 | Sold prior to confirmation |
6 | 3.2 | Sold prior to confirmation |
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