Estimated Net Worth
- $220 K - $775 K
Salary
- Unknown
Employment
- Started 03/15/2021
Records
Financial Disclosure Details - OGE Form 278e (05/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | Consultant | 3/2021 | |
2 | Los Angeles, California | Consultant | 3/2021 | |
3 | Washington DC, District of Columbia | Senior Spokesperson & Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Zinc Collective, LLC | Salary--2021 | $10,000 | |
2 | Democratic National Committee | Salary--2021 | $7,626 | |
3 | HFA Defined Contribution Retirement Plan | $1,001 - $15,000 | None (or less than $201) | |
4 | DNC Defined Contribution Plan – Vanguard Target Retirement 2050 Fund (VFIFX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Filer continues to participate in defined benefit plan, but neither filer, not plan sponsor continue to make contributions to it. | 4/2015 | |
2 | Washington, District of Columbia | Filer continues to participate in defined benefit plan, but neither filer, not plan sponsor continue to make contributions to it. | 9/2013 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Blackrock Mid Cap Growth (CMGIX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | Goldman Sachs Emerging Market (GEMIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Harbor Small Cap Value Fund (HASCX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | T. Rowe Blue Chip Growth Fund (TRBCX) | $15,001 - $50,000 | $5,001 - $15,000 | |
5 | Vanguard International Growth Fund (VWILX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | American Funds Washington Mutual Fund (WMFFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
7 | Goldman Sachs Emerging Market Debt Fund (GSDIX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Western Asset Core Bond (WATFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
9 | Cash/checking account at U.S. bank | $15,001 - $50,000 | None (or less than $201) | |
10 | Savings account at U.S. bank | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock Mid-Cap Growth Equity Portfolio Service Shares (CMGSX) | Purchase | 10/26/2021 | $1,001 - $15,000 |
2 | Diamond Hill Large Cap Fund Class I Shares (DHLRX) | Purchase | 10/26/2021 | $1,001 - $15,000 |
3 | First Eagle Fund of America Class I Shares (FEAIX) | Sale | 10/26/2021 | $1,001 - $15,000 |
4 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | Purchase | 01/15/2021 | $1,001 - $15,000 |
5 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | Purchase | 01/15/2021 | $1,001 - $15,000 |
6 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 03/12/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
2 | 3 | Cash sweep account at Millennium Trust Company. |
2 | 4 | The Vanguard Target fund underlying investment qualifies as the EIF rather than the DNC Defined Contribution Plan. |
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