Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.5 M - $3.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/27/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Deputy Administrator
2/2021
2
Washington, District of Columbia
Director, Systems Transformation Administration
2/2020
3
Bethesda, Maryland
Treasury
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
DC Department of Human Services
Salary
$154,695
2
DC Department of Behavioral Health
Salary
$32,763
3
Roth IRA #1
3.1
Fidelity 500 Index Fund
$15,001 - $50,000
None (or less than $201)
4
Roth IRA #2
4.1
Vanguard Total Stock Market Index Fund ETF
$1,001 - $15,000
None (or less than $201)
4.2
Vanguard Total International Stock Index Fund ETF
$1,001 - $15,000
None (or less than $201)
5
District of Columbia; deferred compensation
5.1
Vanguard Target Retire 2045 Tr
$50,001 - $100,000
None (or less than $201)
6
District of Columbia 401(a) plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in the District's 457(B) deferred compensation plan. The plan sponsor will not make further contributions after my separation. I will not defer additional compensation after my separation. The account balance is fully vested.
1/2018
2
Washington, District of Columbia
I will continue to participate in the District's 401(a) defined contribution plan. The plan sponsor will not make further contributions after my separation. At separation, I will forfeit the unvested portion of my account balance.
1/2019

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
2
Washington, District of Columbia

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Wilmer Cutler Pickering Hale & Dorr LLP (WilmerHale) (law firm)
Partnership share
2
Wilmer Cutler Pickering Hale & Dorr LLP (WilmerHale), capital account
$500,001 - $1,000,000
Interest
$15,001 - $50,000
3
Wilmer Cutler Pickering Hale & Dorr LLP, 401K plan
3.1
BlackRock Equity Index Non-Lendable Fund (Class M)
$500,001 - $1,000,000
None (or less than $201)
4
Roth IRA #1
4.1
Fidelity 500 Index Fund
$15,001 - $50,000
None (or less than $201)
5
Roth IRA #2
5.1
Vanguard Total Stock Market ETF
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard Total International Stock ETF
$1,001 - $15,000
None (or less than $201)
6
Wilmer Cutler Pickering Hale & Dorr LLP, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. Bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
CA (ScholarShare) College Savings Plan (Child #1)
3.1
2030/2031 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)
4
CA (ScholarShare) College Savings Plan (Child #2)
4.1
2032/2033 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)
5
CA (ScholarShare) College Savings Plan (Child #1)
5.1
2030/2031 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)
6
CA (ScholarShare) College Savings Plan (Child #2)
6.1
2032/2033 Enrollment Portfolio Passive
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citi
$100,001 - $250,000
2017
5 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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