Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.0 M
Salary
- Unknown
Employment
- 05/10/2021 - 09/01/2022
Departed Administration
- Yes
Post Appointment Role
- Asscoiate General Counsel (Kennedy Center)
Records
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Legal Counsel | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Center for American Progress | Salary | $45,562 | |
2 | IRA | |||
2.1 | American Century One Choice 2045 I (AOOIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Cleary Gottlieb Steen & Hamilton LLP TOPS 401(k) | |||
3.1 | Vanguard Target 2050 (VFIFX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Empower Center for American Progress Retirement Plan 401(k) | |||
4.1 | BlackRock LifePath Index 2050 K (LIPKX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2014 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2019 |
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 | Rand Corporation (Think Tank) | salary | ||
2 | TIAA-CREF | |||
2.1 | Vanguard Inst Tg Rtm Inc Inst (VITRX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Rand Corporation Vanguard 401(k) Plan | |||
3.1 | Vanguard Inst Target Retirement 2045 Fund (VITLX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Inst Target Retirement 2045 TR II | $15,001 - $50,000 | None (or less than $201) | |
4 | Investment Account: | |||
4.1 | Cash | $15,001 - $50,000 | None (or less than $201) | |
4.2 | The TJX Companies, Inc. (TJX) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
4.3 | Yum Brands Inc (YUM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Viatris Inc | Sale | 03/03/2022 | $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 |
|---|---|---|
5 | 4.29 | More than $200 in income was received during the reporting period – however bank divested the stock before the end of the reporting period and filer’s spouse no longer owns it |
5 | 4.30 | More than $200 in income was received during the reporting period – however bank divested the stock before the end of the reporting period and filer’s spouse no longer owns it |
5 | 4.31 | More than $200 in income was received during the reporting period – however bank divested the stock before the end of the reporting period and filer’s spouse no longer owns it |
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