Estimated Net Worth
- $688 K - $2.0 M
Salary
- Unknown
Employment
- Started 05/01/2021
Records
Financial Disclosure Details - OGE Form 278e (05/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Director, Programs and Strategy | 4/2021 | |
2 | Washington, District of Columbia | Trivia Night Co- Host | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2 | Residential Property, District of Columbia | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | STRATA Skin Sciences, Inc. (SSKN) | None (or less than $1,001) | None (or less than $201) | |
4 | Apple Inc. - Common Stock | $15,001 - $50,000 | Dividends | $2,501 - $5,000 |
5 | Credit Union of New Jersey (cash account) | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | WPP | $50,001 - $100,000 | Salary/Bonus | $59,346 |
7 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | $15,001 - $50,000 | $5,001 - $15,000 | |
8 | CalvertEmerging Markets Equity Fund Class I Shares (CVMIX) | None (or less than $1,001) | None (or less than $201) | |
9 | Calvert Equity Fund Class I Shares (CEYIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
10 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Notre Dame, Indiana | I will not participate in this defined contribution plan after my separation. | 6/1996 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Neuberger Berman Sustainable Equity Fund Institutional Class Shares (NBSLX) | Sale | 09/15/2021 | $15,001 - $50,000 |
2 | Parnassus Core Equity Fund Investor Shares (PRBLX) | Purchase | 09/15/2021 | $15,001 - $50,000 |
3 | Parnassus Mid Cap Fund Investor Class Shares (PARMX) | Purchase | 09/15/2021 | $1,001 - $15,000 |
4 | WisdomTreeEmerging Markets SmallCap Dividend Fund (DGS) | Purchase | 09/16/2021 | $1,001 - $15,000 |
5 | iShares ESG MSCI EM ETF (ESGE) | Purchase | 09/16/2021 | $15,001 - $50,000 |
6 | JPMorgan Ultra-Short Income ETF (JPST) | Purchase | 09/16/2021 | $1,001 - $15,000 |
7 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | Purchase | 09/16/2021 | $1,001 - $15,000 |
8 | Calvert Equity Fund Class I Shares (CEYIX) | Purchase | 09/16/2021 | $1,001 - $15,000 |
9 | Parnassus Endeavor Fund Investor Class Shares (PARWX) | Sale | 09/15/2021 | $15,001 - $50,000 |
10 | Pax MSCI EAFE ESG Leaders Index Fund Institutional Class Shares (PXNIX) | Sale | 09/15/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Shellpoint Mortgage Servicing, LLC | $250,001 - $500,000 | 2019 | 30 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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