Estimated Net Worth
- $90 K - $525 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/12/2024)
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 | Bend the Arc, 401k plan | |||
1.1 | Vanguard Balanced Income | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Calvert International Equity Fund Class R6 Shares (CIESX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total Stock Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Carillon Scout Mid Cap Fund Class R-6 Shares (CSMUX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity, Roth IRA | |||
2.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Small Cap Value Fund (FCPVX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Emerging Markets Fund (FEMKX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Bend the Arc: Jewish Action | Washington, District of Columbia | I will continue to participate in this 401k plan. The plan sponsor will not make further contributions after my separation. | 6/2019 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Morgan Stanley, Brokerage Account | |||
1.1 | Amgen Inc. (AMGN) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | PepsiCo, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Citigroup, Inc. (C) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity, Brokerage Account | |||
2.1 | Fidelity Small Cap Index Fund (FSSNX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity ZERO International Index Fund (FZILX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Russell Top 200 Growth ETF (IWY) | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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