Estimated Net Worth
  • estimated net worth
    $890 K - $2.2 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Board Member
1/2021
2
Syracuse, New York
Distinguished Professor of National Security Practice
1/2021
3
Wilmington, Delaware
Head of National Security Policy and Planning
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SEP IRA Account
1.1
Vanguard Federal Money Market Fund
$15,001 - $50,000
None (or less than $201)
1.2
T Rowe Price Government Money Fund, Inc (PRRXX)
$1,001 - $15,000
None (or less than $201)
2
Columbia University TIAA Retirement Plan for Officers
2.1
Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX)
$15,001 - $50,000
None (or less than $201)
3
Columbia University TIAA Voluntary Savings Plan
3.1
Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX)
$50,001 - $100,000
None (or less than $201)
4
IRA Account
4.1
Columbia Global Technology Growth Fund Institutional Class Shares (CMTFX)
$1,001 - $15,000
None (or less than $201)
4.2
T Rowe Price Capital Appreciation Fund (PRWCX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my resignation.
9/2017
2
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my resignation.
9/2017

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
United Pilots Retirement Plan 401k
1.1
Pilots Target Date 2025 Portfolio
$15,001 - $50,000
None (or less than $201)
2
Rollover IRA
2.1
T Rowe Price Government Money Fund, Inc (PRRXX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Checking Account, US Bank
$100,001 - $250,000
Interest
$5,001 - $15,000
2
Residential real estate, Baltimore, MD
$250,001 - $500,000
Rent or Royalties
None (or less than $201)
3
Brokerage Account
3.1
AB Large Cap Growth Fund, Inc Advisor Class Shares (APGYX)
$50,001 - $100,000
$1,001 - $2,500
3.2
Alger Focus Equity Fund Class Z Shares (ALZFX)
$50,001 - $100,000
$1,001 - $2,500
3.3
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)
$15,001 - $50,000
None (or less than $201)
3.4
Alger Small Cap Focus Fund Class Z Shares (AGOZX)
$15,001 - $50,000
$1,001 - $2,500
3.5
Columbia Dividend Income Fund Institutional Class Shares (GSFTX)
$15,001 - $50,000
$201 - $1,000
3.6
ColumbiaGlobal Technology Growth Fund Institutional Class Shares (CMTFX)
$50,001 - $100,000
None (or less than $201)
3.7
Lord Abbett Micro Cap Growth CL F (LFMGX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Alger Focus Equity Fund Class Z Shares (ALZFX)
Purchase
$50,001 - $100,000
2
Lord Abbett Micro Cap Growth CL F (LFMGX)
Purchase
$1,001 - $15,000
3
Invesco Oppenheimer Discovery Fund Class Y Shs (ODIYX)
Purchase
$15,001 - $50,000
4
Lord Abbett Developing Growth Fund Inc Class F Shares (LADFX)
Purchase
$1,001 - $15,000
5
PIMCO Income Fund Class I-2 Shares (PONPX)
Purchase
$15,001 - $50,000
6
Pioneer High Income Municipal Fund Class Y Shares (HIMYX)
Purchase
$15,001 - $50,000
7
Putnam Equity Income Fund Class Y Shares (PEIYX)
Purchase
$50,001 - $100,000
8
T Rowe Price Capital Appreciation Fund (PRWCX)
Purchase
$50,001 - $100,000
9
Western Asset Core Plus Bond Fund Class I Shares (WACPX)
Sale
$50,001 - $100,000
10
Wells Fargo Special Mid Cap Value Fund Institutional Class Shares (WFMIX)
Sale
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Freedom Mortgage
$1,000,001 - $5,000,000
2021
30 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Legacy Continental Airlines Pilot Retirement Plan.

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