Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.7 M - $6.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Executive Assistant/Couns el
1/2021
2
Washington, District of Columbia
Trustee
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Retirement Account
$1,000,001 - $5,000,000
None (or less than $201)
1.1
iShares Core S&P Small-Cap ETF (IJR)
$15,001 - $50,000
None (or less than $201)
1.2
iShares Core S&P 500 ETF (IVV)
$100,001 - $250,000
None (or less than $201)
1.3
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$100,001 - $250,000
None (or less than $201)
1.4
Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT)
$50,001 - $100,000
None (or less than $201)
1.5
Vanguard Growth Index Fund ETF Class Shares (VUG)
$15,001 - $50,000
None (or less than $201)
1.6
John Hancock Funds III International Growth Fund Class I Shares (GOGIX)
$50,001 - $100,000
None (or less than $201)
1.7
JPMorgan Equity Income Fund Class I Shares (HLIEX)
$50,001 - $100,000
None (or less than $201)
1.8
John Hancock Bond Fund Class I Shares (JHBIX)
$50,001 - $100,000
None (or less than $201)
1.9
BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
AFT Retirement Plan 401(K)

Other Assets and Income

#
Description
Value
Type
Amount
1
529 Maryland Senator Edward J. Kasemeyer College Investment Plan
1.1
Maryland Portfolio 2024
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Held entirely in Vanguard Target Retirement 2035 Fund

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