Estimated Net Worth
- $821 K - $2.4 M
Salary
- Unknown
Employment
- Started 09/14/2021
Financial Disclosure Details - OGE Form 278e (05/05/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Oakland, California | President | 4/2021 | |
2 | Washington, District of Columbia | President | 9/2021 | |
3 | Washington, District of Columbia | Deputy Lead for Department of Education Review Team | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Institute for College Access & Success | Salary | $81,461 | |
2 | Rollover IRA | |||
2.1 | Fidelity Freedom 2040 Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Fidelity Total Market Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Fidelity International Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Fidelity Small Cap Enhanced Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Fidelity Corporate Bond Fund | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Fidelity Long-Term Treasury Bond Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Fidelity Real Estate Investment Portfolio | $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 continue to participate in this defined contribution plan, but neither I nor my plan sponsor will make further contributions after my separation. | 1/2018 | |
2 | Ann Arbor, Michigan | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 9/2016 |
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 | For Our Future Action Fund (Grassroots engagement and advocacy) | Salary | ||
2 | IRA | |||
2.1 | Vanguard Target Retirement 2050 Fund | $50,001 - $100,000 | None (or less than $201) | |
3 | For Our Future Action Fund 401(k) #1 | |||
3.1 | Vanguard Short-Term Federal Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total Stock Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Information Technology Index Fund Admiral Class Shares (VITAX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | American Funds EuroPacific R6 | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland Democratic Party 401(k) | |||
4.1 | Fidelity Freedom Index Income Premier | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Target Retirement 2040 Fund | $15,001 - $50,000 | $5,001 - $15,000 | |
2 | Vanguard Short-Term Investment-Grade Fund Investor Shares | $15,001 - $50,000 | $201 - $1,000 | |
3 | Vanguard LifeStrategy Moderate Growth Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | U.S. Bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. Bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | Fidelity Total Market Index Fund (FSKAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
7 | Fidelity International Index Fund (FSPSX) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | $1,001 - $2,500 | |
9 | Fidelity Tax-Exempt Money Market Fund (FMOXX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Fidelity Small Cap Enhanced Index Fund (FCPEX) | $15,001 - $50,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Purchase | 03/01/2021 | $1,001 - $15,000 |
2 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Purchase | 05/17/2021 | $1,001 - $15,000 |
3 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Purchase | 07/22/2021 | $1,001 - $15,000 |
4 | Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) | Purchase | 07/22/2021 | $1,001 - $15,000 |
5 | Fidelity Freedom Index Income Premier | Purchase | 08/06/2021 | $15,001 - $50,000 |
6 | Fidelity Long-Term Treasury Bond Index Fund (FNBGX) | Sale | 03/01/2021 | $1,001 - $15,000 |
7 | Fidelity Corporate Bond Fund (FCBFX) | Purchase | 03/01/2021 | $1,001 - $15,000 |
8 | Fidelity International Index Fund (FSPSX) | Purchase | 03/01/2021 | $1,001 - $15,000 |
9 | Fidelity Small Cap Enhanced Index Fund (FCPEX) | Sale | 03/01/2021 | $1,001 - $15,000 |
10 | Fidelity Long-Term Treasury Bond Index Fund (FNBGX) | Purchase | 03/01/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2020 | 30 years |
2 | Chase | $250,001 - $500,000 | 2014 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | This mortgage has been paid off. |
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