Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $400 K - $975 K
Salary
  • salary
    Unknown
Employment
  • Started 12/03/2021

Financial Disclosure Details - OGE Form 278e (07/28/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Board Chair
Present
2
Keystone, Colorado
Board of Directors
Present
3
Washington, District of Columbia
Board of Directors
Present
4
Newark, Delaware
Board of Directors
Present
5
Washington, District of Columbia
Chairman
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
Microsoft
$1,001 - $15,000
None (or less than $201)
1.2
Bank of America Corp. (BAC)
$1,001 - $15,000
None (or less than $201)
2
DC 401(a) Retirement Plan
2.1
Vanguard Target Retire 2045 Tr
$50,001 - $100,000
None (or less than $201)
3
DC Government
salary
$189,117
4
DC 457(B), Deferred Compensation Plan
4.1
Vantagepoint PLUS FUND R10
$15,001 - $50,000
None (or less than $201)
4.2
Vanguard Target Retire 2045 Tr
$15,001 - $50,000
None (or less than $201)
4.3
Vanguard Institutional Index
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2014
2
Washington, District of Columbia
Pursuant to the standard terms of this deferred compensation plan, the DC government will stop making contributions when Filer's employment terminates. The plan will begin making payments to Filer when he retires. The payments will be made on a monthly basis, in an amount that will be determined based on the value of the investment assets in the plan.
8/2014

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
As Chairman of the DCPSC, I serve as the chief administrative officer.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Northwestern Mutual Whole Life Insurance
$50,001 - $100,000
Dividends
$1,001 - $2,500
2
U.S. Bank Checking Account
$1,001 - $15,000
None (or less than $201)
3
U.S. Bank Savings Account
$1,001 - $15,000
None (or less than $201)
4
US Bank Checking Account
$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
Bank of America
$15,001 - $50,000
2021
revolving
2
Wells Fargo
$250,001 - $500,000
2012
30 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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