Estimated Net Worth
  • estimated net worth
    $4.0 M - $11.5 M
Salary
  • salary
    Unknown
Employment
  • Started 04/14/2021

Financial Disclosure Details - OGE Form 278e (05/07/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director of Regulatory Policy
4/2021
2
Washington, District of Columbia
Director
4/2021
3
Washington, District of Columbia
Director
4/2021
4
Washington, District of Columbia
Board of Regents
10/2021
5
Washington, District of Columbia
Membership Committee Chair
4/2021
6
New York, New York
Non resident Senior Fellow
4/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Southern Environmental Law Center
Salary
$71,660
2
Vanguard IRA
2.1
Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX)
$1,000,001 - $5,000,000
None (or less than $201)
2.2
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
None (or less than $1,001)
None (or less than $201)
2.3
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$100,001 - $250,000
None (or less than $201)
2.4
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$100,001 - $250,000
None (or less than $201)
2.5
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$50,001 - $100,000
None (or less than $201)
2.6
Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX)
$15,001 - $50,000
None (or less than $201)
2.7
Vanguard Value ETF (VTV)
$100,001 - $250,000
None (or less than $201)
2.8
Vanguard Utilities Index Fund ETF Shares (VPU)
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
IAM Employer 401k
1.1
IAM Metro West Total Return Bond Fund
None (or less than $1,001)
None (or less than $201)
2
IRA Account - T Rowe Price
2.1
T Rowe Price Retirement 2020 Fund (TRRBX)
$250,001 - $500,000
None (or less than $201)
2.2
T Rowe Price Cash Reserves Fund (TSCXX)
None (or less than $1,001)
None (or less than $201)
3
IRA Account - Vanguard
3.1
Vanguard Emerging Markets Government Bond Index Fund Admiral Class Shares (VGAVX)
$50,001 - $100,000
None (or less than $201)
3.2
Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX)
None (or less than $1,001)
None (or less than $201)
3.3
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$500,001 - $1,000,000
None (or less than $201)
3.4
Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Longleaf Partners Small-Cap Fund (LLSCX)
$50,001 - $100,000
$201 - $1,000
2
U.S. Cash Bank Account
$15,001 - $50,000
None (or less than $201)
3
DexCom Stock (DXCM)
$1,001 - $15,000
None (or less than $201)
4
Maryland College Investment Plan
None (or less than $201)
4.1
Portfolio for Education Today
$100,001 - $250,000
None (or less than $201)
5
Family Trust (spouse is beneficiary)
Dissolution and dispersal of the trust corpus.
$297,420
5.1
Pepsico Inc Stock (PEP)
None (or less than $1,001)
None (or less than $201)
5.2
Procter & Gamble Stock (PG)
None (or less than $1,001)
None (or less than $201)
5.3
US Cash Bank Account # 2
None (or less than $1,001)
None (or less than $201)
5.4
United States Treasury Bond CPN: 5.20%
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Utilities Index Fund ETF Shares (VPU)
Sale
04/20/2021
$100,001 - $250,000
2
Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX)
Sale
01/04/2021
$1,000,001 - $5,000,000
3
Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
Sale
08/11/2021
$100,001 - $250,000
4
Pepsico Inc Stock (PEP)
Sale
02/17/2021
$1,001 - $15,000
5
Proctor & Gamble Stock (PG)
Sale
02/17/2021
$15,001 - $50,000
6
First Eagle Global Fund Class A Shares (SGENX)
Sale
02/17/2021
$15,001 - $50,000
7
Franklin Federal Tax-Free Income Fund Class A Shares (FFQAX)
Sale
02/17/2021
$1,001 - $15,000
8
Franklin New York Tax-Free Income Fund Class A1 Shares (FNYTX)
Sale
02/17/2021
$100,001 - $250,000
9
Putnam New York Tax Exempt Income Fund Class A Shares (PTEIX)
Sale
02/17/2021
$50,001 - $100,000
10
Vanguard GNMA Fund Investor Shares (VFIIX)
Sale
02/17/2021
$15,001 - $50,000

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
5
5
Retirement payments
6
5
All stock and bond holdings in the trust were sold by January 28, 2021.

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