Estimated Net Worth
- $13.9 M - $43.8 M
Salary
- $130 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Executive Director | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | New York University School of Law | Salary | $14,200 | |
2 | New York University, 401(k) plan: | |||
2.1 | Vanguard Institutional Target Retirement 2020 Fund Institutional Class Shares (VITWX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Growth Index Fund Institutional Class Shares (VIGIX) | $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 separation. | 8/2017 |
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 | IRA | |||
1.1 | Schwab 1000 Index Fund (SNXFX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.2 | Schwab Value Advantage Money Fund (SWVXX) | $500,001 - $1,000,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Schwab US Dividend Equity ETF (SCHD) | $50,001 - $100,000 | $201 - $1,000 | |
2 | T Rowe Price Mid-Cap Growth Fund, Inc (RPMGX) | $1,000,001 - $5,000,000 | $50,001 - $100,000 | |
3 | Schwab Total Stock Market Index Fund (SWTSX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | Schwab 1000 Index Fund (SNXFX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
5 | Brown Advisory Growth Equity Fund Investor Class Shares (BIAGX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
6 | Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
7 | Federated Short-Intermediate Duration Municipal Trust Institutional Shares (FSHIX) | $250,001 - $500,000 | $2,501 - $5,000 | |
8 | Schwab Tax-Free Bond Fund (SWNTX) | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | US Large Cap Value Portfolio Institutional Class Shares (DFLVX) | $500,001 - $1,000,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Charter Communications, Inc. (CHTR) | Sale | 06/25/2021 | $15,001 - $50,000 |
2 | International Business Machines Corp. (IBM) | Sale | 06/25/2021 | $100,001 - $250,000 |
3 | Cisco Systems, Inc. (CSCO) | Sale | 06/25/2021 | $50,001 - $100,000 |
4 | AT&T, Inc. (T) | Sale | 06/25/2021 | $15,001 - $50,000 |
5 | Alphabet, Inc. (GOOG) | Sale | 06/25/2021 | $100,001 - $250,000 |
6 | Apple, Inc. (AAPL) | Sale | 06/25/2021 | $50,001 - $100,000 |
7 | DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX) | Sale | 07/09/2021 | $50,001 - $100,000 |
8 | Technology Select Sector SPDR Fund (XLK) | Sale | 07/09/2021 | $15,001 - $50,000 |
9 | Health Care Select Sector SPDR Fund (XLV) | Sale | 07/09/2021 | $15,001 - $50,000 |
10 | Schwab 1000 Index Fund (SNXFX) | Purchase | 07/08/2021 | $100,001 - $250,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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