Estimated Net Worth
- $346 K - $1.4 M
Salary
- Unknown
Employment
- Started 01/15/2021
Financial Disclosure Details - OGE Form 278e (05/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Merrill Lynch IRA | |||
1.1 | Invesco Balanced-Risk Allocation Fund Class A (ABRZX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Adviser Biotechnology Fund Class A (FBTAX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Adviser Health Care Fund Class A (FACDX) | $1,001 - $15,000 | None (or less than $201) | |
2 | TIAA-CREF Account | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Johns Hopkins School of Advanced International Studies (SAIS) | Washington, District of Columbia | I will continue to participate in this defined contribution plan. Neither I nor the plan sponsor will or have made contributions since my separation. | 6/2018 |
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 | TIAA-Cref Account | |||
1.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Merrill Lynch Roth IRA | |||
2.1 | Fidelity Adviser New Insights Fund Class A (FNIAX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Search for Common Ground USA | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Thermo Fisher Scientific, Inc. (TMO) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Information Technology Index Fund (VGT) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Apple, Inc. (AAPL) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Adobe, Inc. (ADBE) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Alphabet, Inc. (GOOGL) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Union Pacific Corp. (UNP) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | Vanguard Financials Index Fund (VFH) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Karen Florini | Washington, District of Columbia | Godmother's contributions to 529 plans for our three children. | 15,000 |
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.33 | Stock split from AT&T March 2022 |
6 | 2 | Filer is an eligible income beneficiary of this discretionary trust but does not have an entitlement under state law to either the assets of the trust or payments from the trust presently or in future. discretionary payments from the trust for the period January 1, 2022 to December 31, 2022, which are reported here. |
6 | 3 | Filer is an eligible income beneficiary of this discretionary trust but does not have an entitlement under state law to either the assets of the trust or payments from the trust presently or in future. discretionary payments from the trust for the period January 1, 2022 to December 31, 2022, which are reported here. |
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