Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.7 M
Salary
- $178 K
Employment
- Started 03/08/2021
Financial Disclosure Details - OGE Form 278e (01/04/2023)
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, University of Michigan School of Public Health | 3/2021 | |
3 | Ann Arbor, Michigan | Consultant, University of Michigan School of Public Health | 3/2021 | |
4 | Baltimore, Maryland | Member, External Advisory Board, Johns Hopkins Study Funded by Arnold Ventures (Independent Contractor) | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | RAND Corporation 403(b) Savings Plan | |||
1.1 | Vanguard Institutional Target Retirement 2045 Fund (VITLX) | $15,001 - $50,000 | None (or less than $201) | |
2 | University of Michigan 403(b) Supplemental Retirement Plan | |||
2.1 | TIAA-CREF Lifecycle Index 2045 Fund - Institutional Class (TLXIX) | $50,001 - $100,000 | None (or less than $201) | |
3 | University of Michigan 401(a) Basic Retirement Plan | |||
3.1 | TIAA-CREF Lifecycle Index 2045 Fund - Institutional Class (TLXIX) | $15,001 - $50,000 | None (or less than $201) | |
4 | University of Michigan 403(b) Basic Retirement Plan | |||
4.1 | TIAA-CREF Lifecycle Index 2045 Fund - Institutional Class (TLXIX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Filer's IRA #1 | |||
5.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Santa Monica, California | I will continue to retain the RAND Corporation 403(b) Savings Plan. The plan sponsor no longer makes contributions. | 9/2019 | |
2 | Ann Arbor, Michigan | I will continue to retain the University of Michigan 403(b) Supplemental Retirement Plan. The plan sponsor no longer makes contributions. | 8/2016 | |
3 | Ann Arbor, Michigan | I will continue to retain the University of Michigan 401(a) Basic Retirement Plan. The plan sponsor no longer makes contributions. | 8/2016 | |
4 | Ann Arbor, Michigan | I will continue to retain the University of Michigan 403(b) Basic Retirement Plan. The plan sponsor no longer makes contributions. | 8/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Boston, Massachusetts | Policy researcher |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Spouse's IRA | |||
1.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Brokerage account | |||
2.1 | Vanguard Federal Money Market Fund (VMFXX) | $50,001 - $100,000 | $201 - $1,000 | |
2.2 | Vanguard Equity Income Fund - Investor Shares (VEIPX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.3 | Vanguard PRIMECAP Fund - Admiral Shares (VPMAX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2.4 | Vanguard Small-Cap Index Fund - Admiral Shares (VSMAX) | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | Vanguard Dividend Appreciation ETF (VIG) | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | Vanguard Extended Market ETF (VXF) | $15,001 - $50,000 | $201 - $1,000 | |
2.7 | Vanguard Information Technology ETF (VGT) | $50,001 - $100,000 | $201 - $1,000 | |
2.8 | Vanguard S&P 500 ETF (VOO) | $100,001 - $250,000 | $1,001 - $2,500 |
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 |
2 | J.P. Morgan Chase Bank, N.A. | $250,001 - $500,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | The RAND Corporation is headquartered in Santa Monica, California. |
1 | 2 | I served as an unpaid honorary adjunct faculty member at the University of Michigan School of Public Health. |
1 | 3 | I was paid a one-time consulting fee in 2020. I have no fees receivable. |
1 | 4 | I was to be paid in connection with serving on the Advisory Board, but because of my upcoming March 2021 appointment to the Department of Health & Human Services, I resigned from the Advisory Board and I was never compensated. |
2 | 7 | I received the honorarium from DePaul University on January 25, 2022. |
4 | 1 | The RAND Corporation is headquartered in Santa Monica, California. |
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