Estimated Net Worth
- $15.1 M - $43.8 M
Salary
- Unknown
Employment
- Started 08/02/2021
Financial Disclosure Details - OGE Form 278e (05/14/2023)
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 | Vanguard IRA | |||
1.1 | Vanguard Inflation-Protected Securities Fund Investor Shares VIPSX | $15,001 - $50,000 | None (or less than $201) | |
2 | AIG Company Sponsored Stock Plan (UBS Account) | |||
2.1 | American International Group, Inc. (AIG) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
2.2 | AIG Vested Stock Options | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.3 | AIG Unvested Restricted Stock Units | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.4 | AIG | Vesting of restricted stock units and performance stock units on the normal vesting schedule. | $937,238 | |
2.5 | AIG Unvested Stock Options | $500,001 - $1,000,000 | None (or less than $201) | |
3 | AIG Incentive Savings 401K Plan | |||
3.1 | Vanguard Target Ret 2035 Trust Plus | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I continue to participate in this defined contribution plan. The plan sponsor makes no further contributions. | 4/2018 | |
2 | New York, New York | I retain my vested and unvested stock options. The unvested options will continue to vest on the normal vesting schedule. | 5/2021 | |
3 | New York, New York | I retain my unvested restricted stock units which continue to vest on the normal vesting schedule | 5/2021 | |
4 | New York, New York | I retain my unvested performance stock units which coninue to vest on the normal vesting schedule. | 5/2021 |
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 | Fidelity IRA | |||
1.1 | Fidelity Four-in-One Index Fund (FFNOX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Insperity 401K | |||
2.1 | State Street S&P 500 Index (SVSPX) | Over $1,000,000 | None (or less than $201) | |
3 | McKinsey & Co. Profit Sharing Retirement Plan | |||
3.1 | State Street Target Retirement 2035 Fund | Over $1,000,000 | None (or less than $201) | |
4 | Redbrick LMD LLC | Salary and business income | ||
5 | Redbrick LMD LLC (small business, real estate) | None (or less than $1,001) | LLC Income | |
5.1 | Carried Interest from 1100 Alabama Ave SE LLC (value not readily ascertainable): 30% to 1100 Alabama Holdings LLC after 8% preferred return and catchup | None (or less than $201) | ||
5.2 | Capital gains earned from asset on line 5 | Capital Gains | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC College Savings Plan | cash payments | $110,460 | |
1.1 | DC College Savings in College Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2 | American Express National Bank, Savings Account | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Fidelity | |||
4.1 | Fidelity Government Money Market Fund (SPAXX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | None (or less than $201) | |
5 | Vanguard 529 Plan Nevada | |||
5.1 | Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apartment Building in Annandale, VA. | Sale | 07/20/2022 | Over $1,000,000 |
2 | DC College Savings 2022 Portfolio to DC College Savings in College Portfolio | Exchange | 07/15/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Bank | $500,001 - $1,000,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | CIA Officers Memorial Foundation | Herndon, Virginia | Attendance at the CIA Officers Memorial Foundation's 2022 Richard M. Helms Award Dinner, a widely attended gathering. | $1020 |
Endnotes
Section | # | Description |
|---|---|---|
2 | 2.2 | Comprises 14,666 options with a strike price of $55.55 that expire on 6/18/2028 and 19,963 options with strike price of $44.28 that expire on 3/18/29. |
2 | 2.3 | Comprises 16,302 units vesting 1/1/23 and 11,524 units vesting 1/1/24. |
2 | 2.5 | 19,005 options with a strike price of $32.43 that vest on 1/1/23 and expire on 3/11/30; 13, 888 options with a strike price of $44.10 that vest on 1/1/24 and expire on 2/22/31. |
5 | 5 | Commercial real estate at St Elizabeths Campus, Merrifield and Annandale, VA, and Howard Road SE, Washington, DC. Passthrough entity. The value of Redbrick LMD LLC’s underlying investments as of 12/2021 are already shown in the RMC Manager LLC (line 6) and Redbrick Management Holdings LLC (line7). |
5 | 6 | Commercial real estate at St Elizabeths Campus, Merrifield and Annandale, VA, and Howard Road SE, Washington, DC. |
5 | 7 | Commercial real estate at St Elizabeths Campus, Merrifield and Annandale, VA, and Howard Road SE, Washington, DC. |
5 | 12 | Commercial real estate joint venture investment at St. Elizabeth’s East Campus, Washington, DC. |
5 | 14 | Commercial real estate joint venture investment at Howard Road SE, Washington, DC. |
5 | 18 | Commercial real estate investment at Buzzard Point, Washington, DC. |
5 | 19 | Commercial Real Estate Back-office Services |
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