Estimated Net Worth
  • estimated net worth
    $220 K - $775 K
Salary
  • salary
    Unknown
Employment
  • Started 03/01/2022

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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