Estimated Net Worth
- $481 K - $1.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/29/2022)
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 Roth | |||
1.1 | AMCAP Fund Class A Shares (AMCPX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | American Funds Fundamental Investors Class A Shares (ANCFX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | New Economy Fund Class A Shares (ANEFX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Washington Mutual Investors Fund Class A Shares (AWSHX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Growth Fund of America Class A Shares (AGTHX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Hopkins School, defined contribution retirment plan | |||
2.1 | TIAA Traditional, fixed annuity | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Hopkins School | New Haven, Connecticut | I will continue to participate in this defined contribution plan, but neither I nor the plan sponsor made any contributions after the date of my separation. All reportable assets in the plan are reported on Part 2 of this report. | 8/1999 |
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 Roth | |||
1.1 | AMCAP Fund Class A Shares (AMCPX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | American Funds Fundamental Investors Class A Shares (ANCFX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Growth Fund of America Class A Shares (AGTHX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | New Economy Fund Class A Shares (ANEFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Washington Mutual Investors Fund Class A Shares (AWSHX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Maryland 529 Plan | |||
2.1 | Portfolio 2030 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Portfolio 2033 | $50,001 - $100,000 | None (or less than $201) | |
3 | Maryland 529 Plan | |||
3.1 | Portfolio 2030 | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Portfolio 2033 | $15,001 - $50,000 | None (or less than $201) | |
4 | State Farm Universal Life Insurance | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. savings bonds | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Growth Fund of America Class A Shares (AGTHX) | Purchase | 03/05/2021 | $1,001 - $15,000 |
2 | Washington Mutual Investors Fund Class A Shares (AWSHX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
3 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
4 | New Economy Fund Class A Shares (ANEFX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
5 | American Funds Fundamental Investors Class A Shares (ANCFX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
6 | AMCAP Fund Class A Shares (AMCPX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
7 | American Funds Fundamental Investors Class A Shares (ANCFX) | Purchase | 06/17/2021 | $1,001 - $15,000 |
8 | New Economy Fund Class A Shares (ANEFX) | Purchase | 12/17/2021 | $1,001 - $15,000 |
9 | American Funds Fundamental Investors Class A Shares (ANCFX) | Purchase | 12/20/2021 | $1,001 - $15,000 |
10 | Growth Fund of America Class A Shares (AGTHX) | Purchase | 12/20/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
7 | 2 | Value range includes filer and spouse accounts. |
7 | 3 | Value range includes filer and spouse accounts. |
7 | 4 | Value range includes filer and spouse accounts. |
7 | 5 | Value range includes filer and spouse accounts. |
7 | 6 | Value range includes filer and spouse accounts. |
7 | 7 | Reinvestment of long term capital gain. |
7 | 8 | Reinvestment of long term capital gain. |
7 | 9 | Reinvestment of long term capital gain. |
7 | 10 | Reinvestment of long term capital gain. |
7 | 11 | Value range includes filer and spouse accounts. |
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