Estimated Net Worth
  • estimated net worth
    $515 K - $1.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/01/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
City of Baltimore
Baltimore, Maryland
Director of Government Transformation
2/2023
2
Maryland Institute College of Art
Baltimore, Maryland
Adjunct Professor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Baltimore City, 401a Pension
1.1
Payden Low Duration Fund
$15,001 - $50,000
None (or less than $201)
2
Baltimore City, 457 Deferred Compensation Plan
2.1
American Funds 2050 Target Date Retirement Fund-Class R-5E
$15,001 - $50,000
None (or less than $201)
2.2
T. Rowe Price Large Large-Cap Growth Fund - I Class
$1,001 - $15,000
None (or less than $201)
3
MICA Honorarium - February 10, 2022
Honorarium
$250
4
American Funds 401(k)
4.1
American Funds 2045 Target Date Fund Class R6
$1,001 - $15,000
None (or less than $201)
5
Capital Group American Funds 401(k)
5.1
American Funds 2055 Target Date Retirement Fund (AAMTX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
City of Baltimore
Baltimore, Maryland
I will not participate in this defined contribution plan after my separation.
11/2017
2
Minerva Design
Rochester, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation
9/2011
3
One Trick Pony
Hammonton, New Jersey
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation
1/2006

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
City of Baltimore
Baltimore, Maryland
Director of Government Transformation
2
City of Baltimore
Baltimore, Maryland
Deputy Director of Innovation

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
State of Maryland, Department of Environment
salary
2
2.1
MassMutual Select TRP Retirement 2050 MS
$15,001 - $50,000
None (or less than $201)
3
Cecil County
Salary
$43,995
4
Oyster Recovery Partnership
Salary
$35,000
5
Dylan's Oyster Cellar
Salary
$20,000
6
State of Maryland, Legislative Internship
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
Real Estate
Rent or Royalties
$15,001 - $50,000
2
Money Market Account
$100,001 - $250,000
None (or less than $201)
3
Real Estate Sale
Capital Gains
$50,001 - $100,000
4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
$201 - $1,000
5
Vanguard 529 College Savings Plan, Targeted Enrollment Portfolio 2038/39
$1,001 - $15,000
None (or less than $201)
6
Metlife, Whole Life #1
$250,001 - $500,000
None (or less than $201)
7
Metlife, Whole Life #2
$100,001 - $250,000
None (or less than $201)
8
U.S. bank (cash)
$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
Chase Bank
$10,001 - $15,000
2019
2
SoFi
$15,001 - $50,000
2018
10 years
3
Great Lakes
$15,001 - $50,000
2018
10 years

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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