Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $9.4 M
Salary
- Unknown
Employment
- 06/24/2021 - 07/01/2023
Departed Administration
- Yes
Post Appointment Role
- Senior Fellow (Harvard's Belfer Center)
Financial Disclosure Details - OGE Form 278e (06/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Smyrna, Georgia | Trustee | Present | |
2 | New York, New York | Managing Director | 6/2021 | |
3 | Atlanta, Georgia | Board member | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Dodge & Cox Stock Fund (DODGX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Dodge & Cox Balanced (DODBX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Citigroup | Salary/Bonus | $454,455 | |
3 | Citigroup (C) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
4 | Citigroup (C), unvested restricted stock | $100,001 - $250,000 | None (or less than $201) | |
5 | Citigroup 401K - BlackRock Life Path 2030 (LINKX) | $500,001 - $1,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Pursuant to the company’s executive compensation plan, I will retain my unvested restricted stock units, which will vest in January 2023 (884 shares), 2024 (559 shares), and 2025 (297 shares). | 1/2012 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation in June 2021. | 8/2011 | |
3 | New York, New York | I will receive a matching contribution to my defined contribution plan for calendar year 2021. This amount has already been fixed and will be pro-rated based on the number of days I worked in 2021. I am not eligible for further contributions after my separation. The distribution will be paid pursuant to corporate policy in March of the year following my separation. | 8/2011 |
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 | Roth IRA | |||
1.1 | Dodge & Cox Stock Fund (DODGX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Dodge & Cox Balanced (DODBX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account: | |||
1.1 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | BlackRock Equity Dividend Fund (MADVX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.3 | ClearBridge Large Cap Growth Fund (SBLYX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.4 | Edgewood Growth Fund (EGFIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | iShares Russell 1000 Growth ETF (IWF) | $50,001 - $100,000 | $201 - $1,000 | |
1.9 | iShares Russell 1000 Value ETF (IWD) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | TCW Total Return Bond Fund Class I Shares (TGLMX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
2 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | Sale | 09/13/2021 | $1,001 - $15,000 |
3 | Oakmark International Fund Institutional Class Shares (OANIX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
4 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | Sale | 09/13/2021 | $1,001 - $15,000 |
5 | T Rowe PriceEmerging Markets Stock Fund (PRMSX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
6 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Sale | 09/13/2021 | $1,001 - $15,000 |
7 | MADVX | Purchase | 09/13/2021 | $1,001 - $15,000 |
8 | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
9 | MFS Value Fund Class I Shares (MEIIX) | Sale | 09/13/2021 | $1,001 - $15,000 |
10 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | Purchase | 10/28/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cenlar | $250,001 - $500,000 | 2016 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.18 | This asset is in the Brokerage account item #1 |
6 | 1.19 | This asset is in the Brokerage account #1 |
6 | 7 | Cash account remaining from Family Trust reported in Part 1. I have a 25% interest in the remaining balance after 2021 estate tax returns are complete. The current value of the account is reported. |
6 | 8 | Gifted to adult child in April 2021. |
6 | 9 | Gifted to adult child in April 2021 |
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