Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.0 M - $5.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/10/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Senior Scientist
Present
2
Washington, District of Columbia
Professorial Lecturer
Present
3
Poolesville, Maryland
Kayak instructor
Present
4
Washington, District of Columbia
Secretary
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Natural Resources Defense Council 403b plan
1.1
FIDELITY MID CAP IDEX (FSMDX)
$250,001 - $500,000
None (or less than $201)
1.2
PARNASSUS CORE EQ IS (PRILX)
$100,001 - $250,000
None (or less than $201)
1.3
T ROWE PRICE SM CAP VALUE I (PRVIX)
$50,001 - $100,000
None (or less than $201)
1.4
MFS VALUE R6 (MEIKX)
$50,001 - $100,000
None (or less than $201)
1.5
CALVERT BOND I (CBDIX)
$100,001 - $250,000
None (or less than $201)
1.6
FIDELITY INTL INDEX (FSPSX)
$50,001 - $100,000
None (or less than $201)
1.7
FIDELITY 500 INDEX (FXAIX)
$50,001 - $100,000
None (or less than $201)
1.8
FIDELITY EMERGING MKTS K (FKEMX)
$15,001 - $50,000
None (or less than $201)
1.9
FIDELITY FREEDOM 2030 K (FSNQX)
$15,001 - $50,000
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. The plan sponsor will not make further contributions after my separation.
1/2001
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2013

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New York, New York
Senior Scientist
2
Washington, District of Columbia
Professorial Lecturer

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Baker Hostetler 401k plan
1.1
Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
None (or less than $201)
1.2
Fidelity Contrafund K6 Fund (FLCNX)
$250,001 - $500,000
None (or less than $201)
1.3
THE B & H COMPOSITE
$100,001 - $250,000
None (or less than $201)
1.4
METWEST TOT RTN BD P (MWTSX)
$50,001 - $100,000
None (or less than $201)
1.5
WF GOVT SECS IS (SGVIX)
$50,001 - $100,000
None (or less than $201)
1.6
FIDELITY INVESTMENTS MONEY MARKET GOVT INST (FRGXX)
$1,001 - $15,000
None (or less than $201)
2
Baker Hostetler
Salary
3
Calleva River School
Hourly pay for teaching kayaking lessons
4
Roth IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
Wealthfront Individual Investment Account (robo-advisor)
1.1
VOO Vanguard S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
1.2
VXF Vanguard Extended Market ETF
$15,001 - $50,000
$201 - $1,000
1.3
VV Vanguard Large-Cap ETF
$1,001 - $15,000
None (or less than $201)
1.4
VEA Vanguard FTSE Developed Markets ETF
$15,001 - $50,000
$201 - $1,000
1.5
SCHF Schwab International Equity ETF
$1,001 - $15,000
None (or less than $201)
1.6
VWO Vanguard FTSE Emerging Markets ETF
$15,001 - $50,000
$201 - $1,000
1.7
IEMG iShares Core MSCI Emerging Markets ETF
$1,001 - $15,000
$201 - $1,000
1.8
VIG Vanguard Dividend Appreciation
$1,001 - $15,000
None (or less than $201)
1.9
SCHD Schwab Dow Jones U.S. Dividend 100 Index
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$100,001 - $250,000
2013
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
Federal Advisory Committee Act (FACA) position

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