Estimated Net Worth
  • estimated net worth
    $336 K - $840 K
Salary
  • salary
    Unknown
Employment
  • Started 05/01/2022

Financial Disclosure Details - OGE Form 278e (05/16/2023)

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
IRA
1.1
Bank Fund Staff Federal Credit Union Fund
$1,001 - $15,000
None (or less than $201)
2
TIAA
2.1
Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX)
$50,001 - $100,000
None (or less than $201)
2.2
John Hancock Funds II Alternative Asset Allocation Fund Class R6 Shares (JAARX)
$50,001 - $100,000
None (or less than $201)
2.3
TIAA Traditional Annuity
$50,001 - $100,000
None (or less than $201)
3
457B Retirement Account
3.1
T. Rowe Price Retirement 2050 Fund (TRRMX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New America Foundation (TIAA)
New York City, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2017
2
National Governors Association (457B)
Baltimore, Maryland
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2013

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
Data Quality Campaign
salary
$165,000
2
Data Quality Campaign 401K (Vanguard)
2.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$50,001 - $100,000
None (or less than $201)
2.2
Federated Hermes Mid Cap Index
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Small Cap Growth Index Fund
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Institutional Target Retirement 2060
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Total Bond Market Index Fund
$1,001 - $15,000
None (or less than $201)
3
Data Quality Plan, universal life insurance benefit
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX)
$1,001 - $15,000
None (or less than $201)
2
Barclays (cash account)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Sofi
$15,001 - $50,000
2020
48 months

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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