Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $12.9 M
Salary
- Unknown
Employment
- Started 04/29/2021
Financial Disclosure Details - OGE Form 278e (05/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | McLean, Virginia | Chair of Board | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brookings Institution | salary | ||
2 | Washington Post | Annual stipend | ||
3 | TIAA-Cref - Carnegie | |||
3.1 | TIAA Traditional | $250,001 - $500,000 | None (or less than $201) | |
4 | TIAA-Cref Brookings Savings and Retirement | |||
4.1 | TIAA Stable-Value | $100,001 - $250,000 | None (or less than $201) | |
4.2 | T-C Lifecycle 2020-Inst | $100,001 - $250,000 | None (or less than $201) | |
5 | TIAA-Cref Brookings Institution DC Retirement | |||
5.1 | T-C Lifecycle 2020-Inst | $15,001 - $50,000 | None (or less than $201) | |
6 | IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | US Bank #1 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
1.2 | AMER CENT EQI INC I (ACIIX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | BLACKROCK GLOBAL L/S CREDIT I (BGCIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | GOLDMAN SACHS GQG INTL OPP I (GSIMX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | METROPOLITAN WEST TOT RET BD I (MWTIX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | NEW AMERICA PREMIER EQ I (TGUSX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | WELLS FARGO EMERG MRK EQ INC I (EQIIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | US Bank #2 | $100,001 - $250,000 | None (or less than $201) | |
1.9 | Wells FargoEmerging Markets Equity Income Fund Institutional Class Shares (EQIIX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Morgan Stanley | $500,001 - $1,000,000 | 2021 | 15 year fixed |
2 | Wells Fargo | $100,001 - $250,000 | 2013 | 15 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 8 | Fee for Article -- October 2021 |
5 | 9 | Speaking fee |
6 | 7 | Inherited half the proceeds from liquidation of Donald Kagan's Cornell University IRA (spouse's father). |
6 | 8 | Estate of Donald Kagan, father of husband, still in settlement. |
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