Estimated Net Worth
- $125.9 M - $337.0 M
Salary
- Unknown
Employment
- 01/06/2021 - 03/17/2023
Records
- OGE Form 278t (11/07/2022)
- OGE Form 278t (10/10/2022)
- OGE Form 278t (09/10/2022)
- OGE Form 278t (08/13/2022)
- OGE Form 278t (07/17/2022)
- OGE Form 278t (06/17/2022)
- OGE Form 278t (05/22/2022)
- OGE Form 278e (05/13/2022)
- OGE Form 278t (04/30/2022)
- OGE Form 278t (04/22/2022)
- OGE Form 278t (02/25/2022)
- OGE Form 278t (01/31/2022)
- OGE Form 278t (01/01/2022)
- OGE Form 278t (12/04/2021)
- OGE Form 278t (11/04/2021)
- OGE Form 278t (10/09/2021)
- OGE Form 278t (09/12/2021)
- OGE Form 278t (07/19/2021)
- OGE Form 278t (06/21/2021)
- OGE Form 278t (05/23/2021)
- OGE Form 278t (04/24/2021)
- OGE Form 278t (03/28/2021)
- OGE Form 278e (01/17/2021)
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | Washington, District of Columbia | Trustee | Present | |
3 | Washington, District of Columbia | Trustee | Present | |
4 | Washington, District of Columbia | Trustee | Present | |
5 | Washington, District of Columbia | Trustee | Present | |
6 | Washington, District of Columbia | Trustee | Present | |
7 | Washington, District of Columbia | Trustee | Present | |
8 | Washington, District of Columbia | Trustee | Present | |
9 | Washington, District of Columbia | Director of Policy and Communications | 1/2021 | |
10 | New York, New York | Analyst and Contributor | 8/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Credit Shelter Trust | Trustee Fees | $559 | |
2 | Exempt Marital Trust | Trustee Fees | $949 | |
3 | Non-Exempt Marital Trust | Trustee Fees | $45,818 | |
3.1 | Interest in Marketplace at Webb Chapel | $250,001 - $500,000 | None (or less than $201) | |
4 | Management Trust | Trustee Fees | $55,875 | |
5 | Morgan Stanley SEP IRA | |||
5.1 | APPLE INC | $1,001 - $15,000 | Dividends | None (or less than $201) |
5.2 | ADOBE INC | $1,001 - $15,000 | None (or less than $201) | |
5.3 | AMAZON COM INC | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Booking Holdings | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | PNC Checking/Savings Account | $50,001 - $100,000 | None (or less than $201) | |
2 | Etrade Bank Account | $50,001 - $100,000 | None (or less than $201) | |
3 | Edward Price Trust | $500,001 - $1,000,000 | $5,001 - $15,000 | |
3.1 | CASH | None (or less than $1,001) | None (or less than $201) | |
3.2 | MORGAN STANLEY PRIVATE BANK NA | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Abbott Laboratories (ABT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.4 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | American International Group, Inc. (AIG) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.7 | Aon Plc (AON) | $15,001 - $50,000 | Dividends | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple Inc, AAPL | Purchase | 03/02/2021 | $1,001 - $15,000 |
2 | Abbvie Inc Com, ABBV | Sale | 03/02/2021 | $15,001 - $50,000 |
3 | Abbvie Inc Com, ABBV | Sale | 03/02/2021 | $1,001 - $15,000 |
4 | Apple Inc, AAPL | Sale | 03/02/2021 | $1,001 - $15,000 |
5 | Abbott Laboratories, ABT | Purchase | 03/02/2021 | $1,001 - $15,000 |
6 | Abbvie Inc Com, ABBV | Sale | 03/02/2021 | $1,001 - $15,000 |
7 | Acres Commercial Realty Corp, ACR | Purchase | 03/02/2021 | $1,001 - $15,000 |
8 | Acres Commercial Realty Corp, ACR | Purchase | 03/02/2021 | $15,001 - $50,000 |
9 | Ishares Core U.S. Aggregate, AGG | Purchase | 03/02/2021 | $1,001 - $15,000 |
10 | Acres Commercial Realty Corp, ACR | Purchase | 03/02/2021 | $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 |
|---|---|---|
1 | 1 | Remainder Beneficiary |
1 | 2 | Remainder Beneficiary |
1 | 3 | Remainder Beneficiary |
1 | 4 | Remainder Beneficiary |
6 | 2 | I am one of several beneficiaries, including charities. |
6 | 4 | I am the remainder beneficiary |
6 | 5 | I am one of several beneficiaries, which will include individuals and charities |
6 | 6 | I am the remainder beneficiary. |
6 | 6.1 | I am one of several beneficiaries, which will include individuals and charities |
6 | 6.2 | I am one of several beneficiaries, which will include individuals and charities |
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