Estimated Net Worth
- $700 K - $2.6 M
Salary
- $103 K
Employment
- Started 07/06/2021
Financial Disclosure Details - OGE Form 278e (05/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PJT Partners 401k (Fidelity) | |||
1.1 | Fidelity Freedom 2050 Fund Class K6 Shares (FZTKX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Fidelity (Roth IRA) | None (or less than $201) | ||
2.1 | ARK Genomic Revolution ETF (ARKG) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ARK Next Generation Internet ETF (ARKW) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | VanEck Vectors Gold Miners ETF (GDX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | SPDR Gold Shares (GLD) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | WisdomTree Cybersecurity Fund N/A (WCBR) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | PJT Partners | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2018 |
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 | Fried, Frank, Harris, Shriver & Jacobson LLP (law firm) | salary, bonus, partnership share | ||
2 | law firm capital account (Fried, Frank, Harris, Shriver & Jacobson LLP) | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity Roth IRA | None (or less than $201) | ||
3.1 | SPAXX: Fidelity Government Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Transocean Inc Note Call Make Whole 7.5% 04/15/2031 | $1,001 - $15,000 | Interest | $201 - $1,000 |
3.3 | AIQ: Global X Artificial Intelligence & Technology ETF | $1,001 - $15,000 | None (or less than $201) | |
3.4 | FSDAX: Fidelity Select Defense and Aerospace Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.5 | FXAIX: Fidelity 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.6 | GDX: VanEck Gold Miners ETF | $1,001 - $15,000 | None (or less than $201) | |
3.7 | GDXJ: VanEck Junior Gold Miners ETF | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Rental Property (Washington, D.C.) | Sale | 04/11/2022 | $500,001 - $1,000,000 |
2 | Vanguard S&P 500 Value Index FundETF Shares (VOOV) | Purchase | 12/07/2022 | $1,001 - $15,000 |
3 | Vanguard S&P 500 Value Index FundETF Shares (VOOV) | Purchase | 09/15/2022 | $1,001 - $15,000 |
4 | iShares 20+ Year Treasury Bond ETF (TLT) | Purchase | 09/06/2022 | $1,001 - $15,000 |
5 | FidelityGlobal Commodity Stock Fund (FFGCX) | Purchase | 08/30/2022 | $1,001 - $15,000 |
6 | Vanguard S&P 500 Value Index FundETF Shares (VOOV) | Purchase | 08/31/2022 | $1,001 - $15,000 |
7 | Fidelity Materials Portfolio (FSDPX) | Purchase | 07/18/2022 | $1,001 - $15,000 |
8 | Fidelity Energy Portfolio (FSENX) | Purchase | 07/18/2022 | $1,001 - $15,000 |
9 | iShares 20+ Year Treasury Bond ETF (TLT) | Purchase | 06/15/2022 | $1,001 - $15,000 |
10 | iShares 20+ Year Treasury Bond ETF (TLT) | Purchase | 06/13/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Republic | $50,001 - $100,000 | 2018 | 7 |
2 | Wells Fargo | $250,001 - $500,000 | 2021 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 4.5 | Wells Fargo Stable Return Fund Class C was renamed the Gallard Stable Return Fund Class C, effective April 1, 2022. |
8 | 2 | Loan paid off in connection with sale of underlying property finalized on April 11, 2022. |
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