Estimated Net Worth
- $637 K - $1.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/21/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Emily A Joseph Revocable Trust | Bethesda, Maryland | Trust Owner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard IRA | |||
1.1 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Roth IRA | |||
2.1 | Vanguard Large-Cap Index Fund ETF Shares (VV) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Credit Suisse Commodity Return Strategy Fund Institutional Class Shares (CRSOX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | American Funds New World Fund, Inc Class F2 Shares (NFFFX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | American Funds Washington Mutual Investors Fund Class F2 Shares (WMFFX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Invesco Discovery Fund Class Y Shs (ODIYX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | University of Miami | Coral Gables, Florida | I will continue to participate in the TIAA-CREF plan. The plan sponsor no longer makes contributions as I left UM in December 2004. | 2/2001 |
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 | Family Trust | |||
1.1 | Vanguard Extended Market Index Fund ETF Shares (VXF) | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Vanguard International Dividend Appreciation Index Fund ETF Shares (VIGI) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard FTSE Emerging Markets ETF (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | Alphabet, Inc. (GOOGL) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Amazon.com, Inc. (AMZN) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | American Funds The Growth Fund of America Class F-2 (GFFFX) | $100,001 - $250,000 | $201 - $1,000 | |
1.9 | Principal MidCap Fund Institutional Class Shares (PCBIX) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Growth Fund of America Class F2 Shares (GFFFX) | Sale | 12/18/2023 | $1,001 - $15,000 |
2 | Growth Fund of America Class F2 Shares (GFFFX) | Purchase | 12/18/2023 | $1,001 - $15,000 |
3 | Principal MidCap Fund Institutional Class Shares (PCBIX) | Sale | 12/14/2023 | $1,001 - $15,000 |
4 | Principal MidCap Fund Institutional Class Shares (PCBIX) | Purchase | 12/14/2023 | $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 |
|---|---|---|
6 | 4 | IBM stock inadvertently omitted from previous reports. |
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