Observations
- Millionaire
Estimated Net Worth
- $44.6 M - $140.5 M
Salary
- Unknown
Employment
- Started 04/17/2021
Financial Disclosure Details - OGE Form 278e (05/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Brooklandville, Maryland | Managing Member | 4/2021 | |
2 | Brooklandville, Maryland | Trustee | Present | |
3 | Brooklandville, Maryland | Trustee | Present | |
4 | Brooklandville, Maryland | Trustee | 4/2021 | |
5 | Cambridge, Massachusetts | Professor | 4/2021 | |
6 | New York, New York | Advisory Group Member | 4/2021 | |
7 | Washington, District of Columbia | Team Lead | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Goldman Sachs, defined benefit plan (value not readily ascertainable), expected benefit $977/mo. at age 71 | None (or less than $201) | ||
2 | IRA #1 | |||
2.1 | Vanguard Core Bond Fund Admiral Class Shares (VCOBX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.2 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.3 | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | IRA #2 | RMD | $578 | |
3.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Massachusetts Institute of Technology, 401(k) plan |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2018 | |
2 | New York, New York | I will continue to participate in this defined benefit plan. | 11/1986 | |
3 | Cambridge, Massachusetts | I will continue to participate in this defined benefit plan. | 1/2021 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Baltimore, MD | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Personal loan - Ms. Holcombe | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
3 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brokerage Account | |||
4.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | None (or less than $1,001) | $100,001 - $1,000,000 | |
4.2 | Vanguard Municipal Money Market Fund Investor Shares (VMSXX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Marital Trust #1 | |||
5.1 | Vanguard Municipal Money Market Fund Investor Shares (VMSXX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $5,000,001 - $25,000,000 | $50,001 - $100,000 | |
5.3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | Purchase | $1,001 - $15,000 | |
2 | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | Purchase | $1,001 - $15,000 | |
3 | Vanguard Core Bond Fund Admiral Class Shares (VCOBX) | Purchase | $1,001 - $15,000 | |
4 | Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) | Purchase | $1,001 - $15,000 | |
5 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Purchase | $1,001 - $15,000 | |
6 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | Purchase | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 5.2 | Income from this asset was irrevocably disclaimed during the time while I am in government service. |
2 | 5.3 | Benefits may be delayed until 4/1/2030 at Filer's option. |
6 | 6 | Family Trust #3 holds approximately 31.7% of the Annabel Lee, LLC. |
6 | 6.1 | Family Trust #4, reported on line 7 of this report, also is a member of Annabel Lee, LLC. Family Trust #4 holds approximately 42.3% of the Annabel Lee, LLC. Lines 6.1.1 through 6.1.16 represent the full value and income of the Annabel Lee, LLC assets. |
6 | 7.1 | The Family Trust #4 is a member of Annabel Lee, LLC. Family Trust #4 holds approximately 42.3% of Annabel Lee, LLC. All of the assets in Annabel Lee, LLC are listed on this report on lines 6.1.1 through 6.1.16. |
7 | 1 | Quarterly dividend reinvestment - IRA #1 |
7 | 2 | Quarterly dividend reinvestment - IRA #1 |
7 | 3 | Monthly dividend reinvestment - IRA #1 |
7 | 4 | Monthly dividend reinvestment - IRA #1 and Annabel Lee |
7 | 5 | Monthly dividend reinvestment - Annabel Lee |
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