Observations
- Millionaire
Estimated Net Worth
- $5.0 M - $11.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Vice President & General Counsel | 10/2021 | |
2 | Washington, District of Columbia | Member and Vice-Chair of the Board of Trustees | 10/2021 | |
3 | Washington, District of Columbia | Member of the Board of Directors | 10/2021 | |
4 | Washington, District of Columbia | Board Member; Member of Space and Governance Committee | 10/2021 | |
5 | Washington, District of Columbia | Trustee | 10/2021 | |
6 | Washington, District of Columbia | Trustee | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Georgetown University | Salary | $416,210 | |
2 | Georgetown University Defined Contribution Retirement Plan - 403(b) | |||
2.1 | Fidelity Freedom Index 2025 Fund Investor Class | $250,001 - $500,000 | None (or less than $201) | |
3 | American Constitution Society 403(b) Plan | |||
3.1 | Vanguard Emerging Markets Stock Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total International Stock Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Treasury Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard U.S. Growth Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Vanguard Windsor II Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
4 | Georgetown University Voluntary Contribution Retirement Plan - 403(b) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in my defined contribution and my voluntary contribution plans after my separation. The plan sponsor will not make further contributions after my separation. | 3/2013 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions. | 6/2003 |
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 | University of Maryland | salary, bonus | ||
2 | University System of Maryland 457(b) Plan | |||
2.1 | TIAA Traditional | $250,001 - $500,000 | None (or less than $201) | |
2.2 | CREF Stock R3 | $15,001 - $50,000 | None (or less than $201) | |
2.3 | CREF Growth R3 | $15,001 - $50,000 | None (or less than $201) | |
2.4 | T. Rowe Price Large-Cap Growth Fund I Class | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Hartford Core Equity Fund Class R6 | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Victory RS Global Fund Class R6 | $1,001 - $15,000 | None (or less than $201) | |
2.7 | TIAA Real Estate | $15,001 - $50,000 | None (or less than $201) | |
2.8 | CREF Global Equities R3 | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland 529 College Investment Plan #1 | |||
1.1 | Equity Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2 | Maryland 529 College Investment Plan #2 | |||
2.1 | Equity Portfolio | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Oil and Gas Lease, California - California Resources Corp (value not ascertainable) | Rent or Royalties | $5,001 - $15,000 | |
5 | Virginia College Savings Plan (College America 529) | |||
5.1 | American Funds Capital World Growth and Income Fund Class 529-A | $15,001 - $50,000 | None (or less than $201) | |
5.2 | American Funds Fundamental Investors Class 529-A | $15,001 - $50,000 | None (or less than $201) | |
5.3 | American Funds New Perspective Fund Class 529-A | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Accenture Plc (ACN) | Sale | 11/17/2021 | $50,001 - $100,000 |
2 | JP Morgan Chase & Co. (JPM) | Sale | 11/17/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $50,001 - $100,000 | 2013 | 10 years |
2 | Mr. Cooper | $15,001 - $50,000 | 2013 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 15 | This asset and the underlying assets were inadvertently left off nominee report |
5 | 16 | This asset and the underlying assets were inadvertently left off nominee report |
6 | 4 | This is a gifted asset. I have checked all available paperwork to determine whether oil, gas, or both are the subject of the lease, the location of the property, and the value of the asset. California Resources Corp is in Chapter 11 bankruptcy. I have contacted the company and the U.S. Bankruptcy Trustee to obtain the information, but they have not responded to my inquiries. |
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