Estimated Net Worth
  • estimated net worth
    $498 K - $1.6 M
Salary
  • salary
    Unknown
Employment
  • Started 02/28/2021

Financial Disclosure Details - OGE Form 278e (05/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity Managed Portfolio
1.1
Goldman Sachs, Inc. (GS)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Government Money Market Fund (SPAXX)
$250,001 - $500,000
None (or less than $201)
2
Analytic Services Inc .401(k)
2.1
TIAA-CREF LIfecycle 2040 Fund
$15,001 - $50,000
None (or less than $201)
3
Fidelity Joint WROS Managed Account
3.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
3.2
Dimensional Emerging Core Equity Market ETF Dimensional Emerging Core Equity Market ETF (DFAE)
$1,001 - $15,000
None (or less than $201)
3.3
Fidelity Stock Selector All Cap (FDSSX)
$1,001 - $15,000
None (or less than $201)
3.4
Fidelity SAI International Value Index Fund (FIWCX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Analytic Services Inc.
Arlington, Virginia
I will not participate in this defined contribution plan after my separation.
11/2010

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
1
New York City Health+Hospitals
salary
2
Inovalon 401(k) Account
2.1
Prudential Day One 2050 Fund
$15,001 - $50,000
None (or less than $201)
3
Manatt Phelps & Phillips LLP
Salary/Fees
4
Aurerra Health Group LLC
Salary/Fees
5
United States Senate
Salary/Fees
6
Viaduct Consulting LLC
Salary/Fees

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank Savings
$100,001 - $250,000
2
529 Account Dependent Child
None (or less than $201)
2.1
Vanguard Total Stock Market Fund
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard Total Stock Index Fund
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Total Market II Index Fund
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Total International Bond Index Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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