Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $2.8 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (02/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Fellow
1/2021
2
New York, New York
Board of Directors
1/2021
3
Washington, District of Columbia
Board of Directors (volunteer)
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
TIAA Retirement (Center on Budget and Policy Priorities)
1.1
Vanguard Target Retirement 2020 Fund Investor (VTWNX)
$250,001 - $500,000
None (or less than $201)
1.2
CREF Money Market R1
$1,001 - $15,000
None (or less than $201)
1.3
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2
Ascensus Retirement - 403b (Economic Policy Institute)
2.1
Vanguard Balanced Indexed Adm.
$250,001 - $500,000
None (or less than $201)
3
Delaware Funds - 403b (Economic Policy Institute)
3.1
Delaware SMID Cap Growth Fund Class A
$1,001 - $15,000
None (or less than $201)
3.2
Delaware Select Growth Fund Class A
$1,001 - $15,000
None (or less than $201)
4
Lincoln Financial - 403b (Economic Policy Institute)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in the Center on Budget and Policy Priorities 403(b) plan. The plan sponsor no longer makes contributions.
5/2011
2
Washington, District of Columbia
I will continue to participate in the Economic Policy Institute 403(b) plans. The plan sponsor no longer makes contributions.
9/1992

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
Lincoln Financial - 403b (Advocacy Institute)
1.1
Delaware VIP REIT
$50,001 - $100,000
None (or less than $201)
1.2
Delaware VIP Small Cap Value
$50,001 - $100,000
None (or less than $201)
1.3
Delaware VIP Value
$50,001 - $100,000
None (or less than $201)
1.4
Fixed Account
$50,001 - $100,000
None (or less than $201)
1.5
LVIP Delaware Mid Cap Value Fund
$50,001 - $100,000
None (or less than $201)
1.6
LVIP Delaware Social Awareness
$100,001 - $250,000
None (or less than $201)
1.7
LVIP Mondrian Int'l Value
$15,001 - $50,000
None (or less than $201)
2
Traditional IRA
2.1
U.S. credit union (cash) #4
$1,001 - $15,000
Interest
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 College Savings Plan
Cash withdrawal
$15,000
1.1
Stable Value Fund
$100,001 - $250,000
None (or less than $201)
2
U.S. credit union (cash)
$1,001 - $15,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac
$250,001 - $500,000
2007
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
4
Spouse's employment ended in February 2022.

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