Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $4.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (02/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Policy Researcher | 3/2021 | |
2 | Ann Arbor, Michigan | Adjunct Assistant Professor of Health Management & Policy and Consultant | 3/2021 | |
3 | Baltimore, Maryland | External Advisory Council Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | RAND Corporation | Salary/Bonus | $42,940 | |
2 | University of Michigan 403B Supplemental Retirement | |||
2.1 | Lifecycle Index 2045 (TLXIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3 | University of Michigan 401A Retirement | |||
3.1 | Lifecycle Index 2045 (TLXIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | University of Michigan 403B Retirement | |||
4.1 | Lifecycle Index 2045 (TLXIX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | RAND 403(B) Retirement | |||
5.1 | Vanguard Total International Bond II Index Fund Institutional (VITLX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | IRA #1 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Ann Arbor, Michigan | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2016 | |
2 | Santa Monica, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2019 |
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 | IRA #2 | |||
1.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $250,001 - $500,000 | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
2 | Vanguard LifeStrategy Fund (VSMGX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
3 | Vanguard 529 #1 | |||
3.1 | Vanguard Target Enrollment 2030/31 | $250,001 - $500,000 | $15,001 - $50,000 | |
4 | Vanguard 529 #2 | |||
4.1 | Vanguard Target Enrollment 2032/33 | $100,001 - $250,000 | $15,001 - $50,000 | |
5 | Family Trust (Distributed to Employee During 2021) | |||
5.1 | Vanguard Money Market (cash) | $15,001 - $50,000 | Dividends | None (or less than $201) |
5.2 | Vanguard Equity-Income Fund (VEIPX) | $15,001 - $50,000 | $201 - $1,000 | |
5.3 | Vanguard PRIMECAP Fund (VPMAX) | $50,001 - $100,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Hanscom Federal Credit Union | $15,001 - $50,000 | 2019 | 7 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | Served as unpaid honorary adjunct faculty member and consultant for University of Michigan School of Public Health via contract. |
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