Estimated Net Worth
- $2.9 M - $7.2 M
Salary
- Unknown
Employment
- Started 05/26/2022
Financial Disclosure Details - OGE Form 278e (06/28/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Falls Church, Virginia | Member, Board of Directors | 6/2020 | |
2 | Washington, District of Columbia | Member | Present | |
3 | Bethesda, Maryland | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | D.C. Government 401 a | |||
1.1 | Vanguard Target Retirement 2025 | $1,001 - $15,000 | None (or less than $201) | |
2 | Colgate University 1/24/2020 | Honorarium | $300 | |
3 | IRA #1 | |||
3.1 | IShares Core Dividend Growth ETF (DGRO) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | IShares Core S&P Mid-CAP ETF (IJH) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | IShares Core S&P Small-Cap (IJR) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | IShares Russell 1000 Growth ETF (IWF) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | IShares Russell 1000 Value ETF (IWD) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | IShares S&P 100 ETF (OEF) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Inactive 401 (a) account. I will continue to maintain account but the plan sponsor no longer makes contributions. | 3/2012 |
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 | IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | AQR Managed Futures Fund CL (AQMIX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Edgwood Gross Fund Instl CL (EGFIX) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Champlain Small Company Class Instl (CIPNX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Blackrock Advantage Intl K (BROKX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Calamos Market Neutral Income CL (CMNIX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Harbor LCV Ret (HNLVX) | $100,001 - $250,000 | None (or less than $201) | |
1.8 | Harding Loevner Intl Equity Port Instl (HLMIX) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | Tortoise MLP and Pipeline FD Instl (TORIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Brokerage Account #1: | |||
1.1 | BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX) | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | DWS Enhanced Commodity Strategy Fund Institutional Class Shares (SKIRX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | T Rowe Price Large-Cap Value Fund (TILCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Vanguard PrimeCap Core Fund Investor Shares (VPCCX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.5 | Loomis Sayles Global Bond Fund Institutional Class (LSGBX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | PIMCO Dynamic Bond Fund Inst. - PFIUX | $15,001 - $50,000 | $1,001 - $2,500 | |
1.7 | Goldman Sachs Fin Sq Govt Fst Instl - FGTXX | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Joint Brokerage Account #2 | |||
2.1 | IShares TIPS Bond ETF - TIP | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Goldman Sachs/Loan Care | $1,000,001 - $5,000,000 | 2020 | Five Year ARM |
2 | Goldman Sachs/Loan Care | $1,000,001 - $5,000,000 | 2015 | Five Year ARM |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 3 | Trust currently holds no assets |
8 | 1 | This was a refinance of mortgage loan number 2. |
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