Observations
- Millionaire
Estimated Net Worth
- $6.4 M - $17.7 M
Salary
- $180 K
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Staff | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TIAA/CREF Van Inst Tg Rtm 30 Inst | $50,001 - $100,000 | None (or less than $201) | |
2 | SEP-IRA | |||
2.1 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Trust Core MSCI EAFE ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares INC Core MSCI Emerging MKTS ETF | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares Trust Currency Hedged MSCI EAFE ETF | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard Index Fund Vanguard Value | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard International Equity Index | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Newark, Delaware | I will continue to participate in this defined contribution plan, but I have made no contributions since my separation (6/2020). | 6/2017 |
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 | U.S. Based Bank #1 (Cash) | $500,001 - $1,000,000 | Interest | None (or less than $201) |
2 | Brokerage acct #1 | |||
2.1 | FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | EDGEWOOD GROWTH FUND INSTL CL (EGFIX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | CHAMPLAIN SMALL COMPANY CLASS INSTL (CIPNX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | GOLDMAN SACHS MID CAP VALUE-INSTL SH (GSMCX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | GOLDMAN SACHS LARGE CAP VALUE INSTL (GSLIX) | $100,001 - $250,000 | None (or less than $201) | |
2.6 | PEAR TREE POLARIS FRGN VALUE INSTL (QFVIX) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | BOSTON PARTNERS SM CAP VALUE II INST (BPSIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | SOUND SHORE FUND INSTITUTIONAL (SSHVX) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | KRE Focus Fund Instl (AKRIX) | Purchase | 08/13/2021 | $1,001 - $15,000 |
2 | BNY Mellon Global Real Estate (DRRIX) | Purchase | 08/13/2021 | $1,001 - $15,000 |
3 | River Canyon Total Return Bond Fund Institutional Class Shares (RCTIX) | Purchase | 08/13/2021 | $1,001 - $15,000 |
4 | Legg Mason Western Asset (LAIQX) | Purchase | 08/13/2021 | $1,001 - $15,000 |
5 | Brandywine GLOBAL -Global Unconstrained Bond Fund Class I Shares (LROIX) | Sale | 08/13/2021 | $1,001 - $15,000 |
6 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | Sale | 08/13/2021 | $1,001 - $15,000 |
7 | BlackRock Strategic Income Opportunities Portfolio Class K Shares (BSIKX) | Sale | 08/13/2021 | $1,001 - $15,000 |
8 | artisan Focused Fund (APDTX) | Sale | 08/13/2021 | $1,001 - $15,000 |
9 | AQR Managed Futures Strategy Fund Class I Shares (AQMIX) | Sale | 08/13/2021 | $1,001 - $15,000 |
10 | Akre Focus Fund Institutional Class Shares (AKRIX) | Sale | 08/02/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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