Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $419 K - $1.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (11/03/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Vice President
8/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA Rollover Account (Rollover from Smith- Free Group 401k)
1.1
DFA Investment Grade Portfolio (DFAPX)
$15,001 - $50,000
None (or less than $201)
1.2
DFA US Core Equity 2 Portfolio Institutional Class (DFQTX)
$50,001 - $100,000
None (or less than $201)
1.3
DFA World Ex US Core Equity I (DFWIX)
$50,001 - $100,000
None (or less than $201)
1.4
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
2
The Smith-Free Group (government relations)
401(k) contribution
$5,048

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Senior Vice President of multi-client government relations firm.
2
Washington, District of Columbia
Advocated on behalf of association regarding issues impacting dental care and small business dental care providers in the U.S.
3
Washington, District of Columbia
Advocated on behalf of association related to tax issues and other matters of interest to accountants in the U.S.
4
Chicago, Illinois
Monitored and reported on federal government level discussions related to cyber security, data protection and privacy.
5
Charlotte, North Carolina
Advocated on behalf of entity on issues related to spoofing calls to bank clients.
6
New York, New York
Advocated on behalf of songwriters before U.S. Congress related to copyright and royalty issues.
7
Providence, Rhode Island
Monitored discussions at federal level related to cybersecurity, data protection, and privacy legislation.
8
Jacksonville, Florida
Advocated on behalf of entity on issues related to freight rail transportation in the U.S.
9
Nashville, Tennessee
Advocated on behalf of entity on issues related to health care services in the U.S.
10
New York, New York
Monitored federal-level discussions related to international trade agreements and negotiations.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
The Red-to-Black Group (Sales Consulting)
$1,001 - $15,000
business income
2
Rollover IRA
2.1
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS (DFCEX)
$50,001 - $100,000
None (or less than $201)
2.2
INTERNATIONAL CORE EQUITY PORTFOLIO OF DFA INSTITUTIONAL CLASS (DFIEX)
$50,001 - $100,000
None (or less than $201)
2.3
US CORE EQUITY 1 PORTFOLIO OF DFA INSTITUTIONAL CLASS (DFEOX)
$50,001 - $100,000
None (or less than $201)
2.4
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
3
SEP IRA
3.1
DFA Five-Year Global Fixed Income Portfolio Institutional Class (DFGBX)
$1,001 - $15,000
None (or less than $201)
3.2
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia College Savings Plan/CollegeAmerica
1.1
American Funds College 2024 Fund Class 529F1 (CTFFX)
$15,001 - $50,000
None (or less than $201)
2
Virginia College Savings Plan/CollegeAmerica (2)
2.1
American Funds College 2027 Fund Class 529F1 (CTSFX)
$15,001 - $50,000
None (or less than $201)
3
Virginia College Savings Plan/CollegeAmerica (3)
3.1
American Funds College 2030 Fund Class 529F1 (CTHFX)
$15,001 - $50,000
None (or less than $201)
4
Virginia College Savings Plan/CollegeAmerica (4)
4.1
American Funds College 2033 Fund Class 529-F-1 (CTLFX)
$1,001 - $15,000
None (or less than $201)
5
U.S. credit union (cash)
$1,001 - $15,000
None (or less than $201)
6
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$15,001 - $50,000
2019
Revolving
2
United States Senate Federal Credit Union
$15,001 - $50,000
2019
Revolving
3
American Express
$10,001 - $15,000
2020
3 years
4
Department of Education
$50,001 - $100,000
2004
30 years
5
Wells Fargo
$500,001 - $1,000,000
2012
30 years
6
US Senate Federal Credit Union
$100,001 - $250,000
2017
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
Consistent with an established corporate policy, the Smith-Free Group made its required 2019 matching contributions to the filer's 401(k) plan in 2020.

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