Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $1.5 M - $4.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/31/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Policy Advisor
Present
2
Arlington, Virginia
President
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Giffords
Salary
$229,435
2
Giffords, defined contribution plan
2.1
Neuberger Berman Sustainable Equity R3 Fund
$50,001 - $100,000
None (or less than $201)
2.2
Eaton Vance Atlanta Capital SMID-Cap R Fund
$50,001 - $100,000
None (or less than $201)
2.3
Ivy Science & Technology R Fund
$50,001 - $100,000
None (or less than $201)
3
Traditional IRA
3.1
Templeton Foreign Fund (TEMFX)
$15,001 - $50,000
None (or less than $201)
3.2
Templeton Growth Fund (TEPLX)
$1,001 - $15,000
None (or less than $201)
4
SEP IRA
4.1
Columbia Balanced Fund (CBLAX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will not participate in this defined contribution plan after my separation.
1/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Senior policy advisor and provides professional guidance on an array of gun violence prevention strategies

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Roth IRA
1.1
Columbia Select Mid Cap Value Fund (CMUAX)
$15,001 - $50,000
None (or less than $201)
1.2
Columbia Global Opportunities Fund (IMRFX)
$15,001 - $50,000
None (or less than $201)
2
Traditional IRA
2.1
Columbia Select Mid Cap Value Fund (CMUAX)
$15,001 - $50,000
None (or less than $201)
2.2
Columbia Acorn International Fund (LAIAX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Dominion Energy, Inc. (D)
$1,001 - $15,000
None (or less than $201)
2
International Paper Company (IP)
$1,001 - $15,000
None (or less than $201)
3
Peloton Interactive, Inc. (PTON)
$15,001 - $50,000
None (or less than $201)
4
Royal Bank of Canada (RY)
$15,001 - $50,000
None (or less than $201)
5
The Southern Company (SO)
$15,001 - $50,000
None (or less than $201)
6
AT&T Inc. (T)
$1,001 - $15,000
None (or less than $201)
7
iShares Core U.S. Aggregate Bond ETF (AGG)
$15,001 - $50,000
None (or less than $201)
8
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
9
Artisan International Fund (ARTIX)
$15,001 - $50,000
None (or less than $201)
10
Franklin Virginia Tax Free Income Fund (FRVZX)
$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
Bank of America
$250,001 - $500,000
2016
30 years
2
Bank of America
$250,001 - $500,000
2020
15 years
3
Bank of America (paid off/refinanced)
$250,001 - $500,000
2015
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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