Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.3 M
Salary
- Unknown
Employment
- Started 05/05/2021
Records
Financial Disclosure Details - OGE Form 278e (02/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Associate Physician Policy Researcher | 5/2021 | |
2 | Boston, Massachusetts | Associate Physician | 1/2019 | |
3 | Boston, Massachusetts | Instructor | 1/2019 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | RAND Corporation | Salary and bonus | $231,831 | |
2 | Roth IRA | |||
2.1 | Fidelity Total Bond Fund (FTBFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | National Bureau of Economic Research 401(a) | |||
3.1 | Vanguard Growth Index Fund Investor Shares (VIGRX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Small-Cap Growth Index Fund Investor Shares (VISGX) | None (or less than $1,001) | None (or less than $201) | |
4 | RAND 403(b) | |||
4.1 | Alger Small Cap Focus Fund Class A (AOFAX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Alger Spectra Fund Class I (ASPIX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | MFS International New Discovery Fund Class A (MIDAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2017 | |
2 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/2014 | |
3 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2018 | |
4 | Santa Monica, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2017 | |
5 | Santa Monica, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Arlington, Virginia | Conducting health policy research |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Johns Hopkins Medicine (Non-profit health care system) | salary, bonus | ||
2 | SEP IRA | |||
2.1 | Fidelity Emerging Markets Fund (FEMKX) | $15,001 - $50,000 | None (or less than $201) | |
3 | ROTH IRA | |||
3.1 | Fidelity Capital Appreciation Fund (FDCAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Fidelity Emerging Markets Fund (FEMKX) | $1,001 - $15,000 | $50,001 - $100,000 | |
3.3 | Fidelity International Discovery Fund (FIGRX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Brigham and Women's 403(b) #1 | |||
4.1 | Vanguard Institutional Target Retirement 2035 Fund (VITFX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Brigham and Women's 403(b) #2 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank # 2 | $250,001 - $500,000 | None (or less than $201) | |
3 | U.S. bank # 3 | $250,001 - $500,000 | Interest | $201 - $1,000 |
4 | U.S. bank # 4 | $50,001 - $100,000 | None (or less than $201) | |
5 | U.S. bank # 5 | $100,001 - $250,000 | None (or less than $201) | |
6 | U.S. bank #6 | $100,001 - $250,000 | None (or less than $201) | |
7 | Brown Advisory Tax Exempt Bond Fund Institutional Class Shares (BTEIX) | $100,001 - $250,000 | None (or less than $201) | |
8 | CollegeAmerica 529 Savings Plan | |||
8.1 | American Funds College 2033 Fund Class 529-F2 (CTAHX) | $15,001 - $50,000 | None (or less than $201) | |
9 | CollegeAmerica 529 Savings Plan #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Department of Education | $15,001 - $50,000 | 2006 | 25 years |
2 | U.S. Department of Education | $15,001 - $50,000 | 2007 | 25 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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