Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.1 M
Salary
  • salary
    Unknown
Employment
  • Started 05/23/2022

Financial Disclosure Details - OGE Form 278e (03/22/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Davidson, North Carolina
VP for Academic Affairs, Dean of Faculty, and Paul B. Freeland Professor of Economics
5/2022
2
Swarthmore, Pennsylvania
Centennial Professor of Economics
5/2022
3
Minneapolis, Minnesota
Member of the Opportunity and Inclusive Growth Institute Advisory Board
5/2022
4
Poughkeepsie, New York
Trustee
5/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Davidson College, tax deferred annuity plan
1.1
Vanguard Target Retirement 2030 Fund (VTHRX)
$50,001 - $100,000
None (or less than $201)
2
Columbia University, defined contribution plan
2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2.2
CREF Growth R3 (QCGRIX)
$15,001 - $50,000
None (or less than $201)
2.3
CREF Stock R3 (QCSTIX)
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Target Retirement 2030 Fund (VTHRX)
$1,001 - $15,000
None (or less than $201)
3
Swarthmore College (TIAA), defined contribution plan
3.1
CREF Growth R2 (QCGRPX)
$50,001 - $100,000
None (or less than $201)
3.2
CREF Stock R2 (QCSTPX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Davidson College tax deferred annuity plan and health savings plan
Davidson, North Carolina
I will continue to participate in these plans. The plan sponsor no longer makes contributions.
8/2019
2
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
7/1990
3
Swarthmore College (TIAA)
Swarthmore, Pennsylvania
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
8/1997
4
Swarthmore College (Vanguard)
Swarthmore, Pennsylvania
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
8/2003

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Davidson, North Carolina
Vice President for Academic Affairs, Dean of Faculty, and Paul B. Freeland Professor of Economics
2
Minneapolis, Minnesota
Service on Advisory Board

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. credit union (cash)
$50,001 - $100,000
None (or less than $201)
2
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
$50,001 - $100,000
$201 - $1,000
3
Vanguard Total Stock Market ETF
$250,001 - $500,000
None (or less than $201)
4
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
$50,001 - $100,000
$201 - $1,000
5
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
$50,001 - $100,000
$201 - $1,000
6
Vanguard Total International Stock ETF
$100,001 - $250,000
None (or less than $201)
7
Brokerage account
7.1
Amana Mutual Funds Trust Growth Fund investor (AMAGX)
$1,001 - $15,000
None (or less than $201)
7.2
Calvert Conservative Allocation Fund Class A (CCLAX)
$1,001 - $15,000
None (or less than $201)
7.3
Janus Henderson Balanced Fund Class T (JABAX)
$1,001 - $15,000
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
3
4
I do not have exact records stating the time this arrangement began, but to the best of my recollection, I entered this arrangement between 2001-2005 and I am using August 2003 as the best approximate date.

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