Estimated Net Worth
  • estimated net worth
    $1.3 M - $4.5 M
Salary
  • salary
    Unknown
Employment
  • Started 05/18/2022

Financial Disclosure Details - OGE Form 278e (03/16/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Executive Director & President
Present
2
Washington, District of Columbia
Executive Director & President
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Congressional Progressive Caucus Center
Salary
$190,157
2
Georgetown Law Center
2.1
Vanguard Target Retirement 2045 - VTIVX
$100,001 - $250,000
None (or less than $201)
3
Congressional Progressive Caucus Center
3.1
Fidelity Advisor Freedom 2040
$15,001 - $50,000
None (or less than $201)
4
Orrick, Herrington & Sutcliffe
4.1
Blackrock Equity Index Fund
$50,001 - $100,000
None (or less than $201)
4.2
Vanguard S&P Mid-Cap 400 Growth
$15,001 - $50,000
None (or less than $201)
4.3
Vanguard S&P Small-Cap 600 Value Index
$15,001 - $50,000
None (or less than $201)
4.4
Vanguard Institutional Target Retirement 2040
None (or less than $1,001)
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
7/2019
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
3/2007
3
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
6/2013
4
San Francisco, California
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
7/2004

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
I am the executive director

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Mehri and Skalet PLLC, contingency fee cases from prior employment (value not readily ascertainable)
None (or less than $201)
2
Justice Catalyst Law (non-profit law firm)
salary
3
Schwab Roth IRA
3.1
Schwab Total Stock Market Index Fund (SWTSX)
$15,001 - $50,000
None (or less than $201)
4
Betterment IRA
4.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$50,001 - $100,000
None (or less than $201)
4.2
Vanguard Value Index Fund ETF Shares (VTV)
$15,001 - $50,000
None (or less than $201)
4.3
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$15,001 - $50,000
None (or less than $201)
4.4
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$15,001 - $50,000
None (or less than $201)
4.5
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
None (or less than $201)
2
iShares Core S&P Total US Stock Market ETF (ITOT)
$1,001 - $15,000
None (or less than $201)
3
Vanguard Value Index Fund ETF Shares (VTV)
$1,001 - $15,000
None (or less than $201)
4
Schwab US Large-Cap Value ETF (SCHV)
$1,001 - $15,000
None (or less than $201)
5
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$1,001 - $15,000
None (or less than $201)
6
iShares Russell Mid-Cap Value ETF (IWS)
$1,001 - $15,000
None (or less than $201)
7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$1,001 - $15,000
None (or less than $201)
8
iShares Russell 2000 Value ETF (IWN)
None (or less than $1,001)
None (or less than $201)
9
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)
10
iShares Core MSCI EAFE ETF (IEFA)
$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
PennyMac
$250,001 - $500,000
2020
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
28
The generation-skipping trust is managed by a corporate trustee, spouse has no control over the asset, and no income is earned or distributed to spouse.

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