Estimated Net Worth
  • estimated net worth
    $283 K - $820 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/29/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Managing Director
Present
2
New York, New York
Board Member
Present
3
Washington, District of Columbia
Board Member
Present
4
Richmond, Virginia
Committee Member
Present
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
$378,637
2
Manatt, Phelps & Phillips, LLP, anticipated bonus
$50,001 - $100,000
None (or less than $201)
3
Manatt, Phelps & Phillips, LLP, 401(k) plan
3.1
Vanguard Global Wellington Fund - Admiral Shares (VGWAX)
$100,001 - $250,000
None (or less than $201)
4
Manatt, Phelps & Phillips, LLP: cash receivable for 2020 401(k) contribution
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will retain this defined contribution plan. The plan sponsor is expected to make 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 will not make further contributions after this payment.
1/2015
2
Washington, District of Columbia
I will receive a performance-based bonus of $95,000 for services rendered in 2020. The bonus will be paid in three installments in 2021: 40% on February 26; 30% on March 31; and 30% on April 15.
1/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Managing Director
2
Washington, District of Columbia
Educated AAMC staff about Medicaid policy issues (client of Manatt, Phelps & Phillips, LLP).
3
New York, New York
Educated staff about federal and state policy issues (client of Manatt, Phelps & Phillips, LLP).
4
Princeton, New Jersey
Published papers and provided state technical assistance on coverage options and health equity (client of Manatt, Phelps & Phillips, LLP).
5
San Francisco, California
Provided support to staff on state cost benchmark and health equity policies (client of Manatt, Phelps & Phillips, LLP).
6
St. Louis, Missouri
Educated staff on state and federal coverage policy initiatives (client of Manatt, Phelps & Phillips, LLP).
7
Carson City, Nevada
Published report on considerations for a public option in Nevada (client of Manatt, Phelps & Phillips, LLP).
8
Salem, Oregon
Published report on considerations for a public option in Oregon (client of Manatt, Phelps & Phillips, LLP).
9
San Francisco, California
Provided analyses of Medicaid coverage for oncology and other testing; Educated staff on Medicaid policy (client of Manatt, Phelps & Phillips, LLP).
10
Plainsboro, New Jersey
Educated staff on federal and state policy (client of Manatt, Phelps & Phillips, LLP).

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
The Leadership Conference on Civil and Human Rights (former employer)
Salary and Bonus
2
Robert Wood Johnson Foundation
Salary
3
Robert Wood Johnson Foundation, deferred compensation: cash receivable
$1,001 - $15,000
None (or less than $201)
4
Save Darfur Coalition, 403(b) plan
4.1
U.S. financial institution cash account
$15,001 - $50,000
None (or less than $201)
5
The Leadership Conference on Civil and Human Rights, 401(k) plan
5.1
Vanguard Mid-Cap Value Index Fund - Admiral Shares (VMVAX)
$15,001 - $50,000
None (or less than $201)
5.2
Vanguard Total Bond Market Index Fund - Admiral Shares (VBTLX)
$15,001 - $50,000
None (or less than $201)
5.3
Vanguard Institutional Target Retirement 2045 Fund - Institutional Shares (VITLX)
$15,001 - $50,000
None (or less than $201)
6
Robert Wood Johnson Foundation, qualified retirement plan

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
Virginia 529 College Savings Plan
2.1
Moderate Growth Portfolio
$15,001 - $50,000
None (or less than $201)
3
U.S. brokerage account
3.1
Fidelity Blue Chip Growth Fund (FBGRX)
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
3.3
Target Corporation (TGT)
$1,001 - $15,000
None (or less than $201)
3.4
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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.
2
1
Amount includes consulting fees for January 2020 to January 2021, including payment of 2019 bonus which was paid in 2020.

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