Estimated Net Worth
- $753 K - $2.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (07/01/2024)
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 | Cooley LLP Salary Deferral and Profit Sharing Plan | |||
1.1 | Schwab Target 2030 Index Fund (SWYEX) | $250,001 - $500,000 | None (or less than $201) | |
2 | Levick Strategic Communications 401(k) Plan | |||
2.1 | JPMorgan SmartRetirement 2030 Fund Class A Shares (JSMAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | American Association of Universities | Consulting Fees for March 2023 AAU Government Affairs structure assessment. | $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Mighty Earth, Inc. (501(c)(3) nonprofit environmental organization) | salary | ||
2 | Mighty Earth, 401(k) plan | |||
2.1 | Fidelity Freedom Index 2025 Fund Premier Class (FLIPX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity IRA #1 | |||
1.1 | Buffalo Discovery Fund Investor Class Shares (BUFTX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | First Eagle Overseas Fund Class A Shares (SGOVX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | JPMorgan Mid Cap Value Fund Class I Shares (JMVSX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Catalyst/Warrington Strategic Program Fund Class A Shares (CWXAX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Catalyst/Millburn Hedge Strategy Fund Class A Shares (MBXAX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | 1919 Financial Services Fund Class A Shares (SBFAX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | CRM Small Cap Value Fund Investor Shares (CRMSX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Fidelity High Income Fund (SPHIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity IRA #2 Rollover to Traditional IRA | Exchange | 09/12/2023 | $100,001 - $250,000 |
2 | Fidelity Government Cash Reserves (FDRXX) | Sale | 09/12/2023 | $1,001 - $15,000 |
3 | Buffalo Discovery Fund Investor Class Shares (BUFTX) | Sale | 09/12/2023 | $15,001 - $50,000 |
4 | First Eagle Overseas Fund Class A Shares (SGOVX) | Sale | 09/12/2023 | $15,001 - $50,000 |
5 | JPMorgan Mid Cap Value Fund Class I Shares (JMVSX) | Sale | 09/12/2023 | $15,001 - $50,000 |
6 | Catalyst/Warrington Strategic Program Fund Class A Shares (CWXAX) | Sale | 09/12/2023 | $1,001 - $15,000 |
7 | Catalyst/Millburn Hedge Strategy Fund Class A Shares (MBXAX) | Sale | 09/12/2023 | $15,001 - $50,000 |
8 | 1919 Financial Services Fund Class A Shares (SBFAX) | Sale | 09/12/2023 | $1,001 - $15,000 |
9 | CRM Small Cap Value Fund Investor Shares (CRMSX) | Sale | 09/12/2023 | $1,001 - $15,000 |
10 | Fidelity High Income Fund (SPHIX) | Sale | 09/12/2023 | $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 |
|---|---|---|
2 | 3 | March 2023 consulting contract entered into and performed prior to EPA appointment. I was one of three retired former university government affairs/government staff on a panel to assess the association's current structure and focus and issue a joint report with recommendations to the association president. |
7 | 1 | Rolled over traditional IRA from Fidelity to Cetera Advisors |
7 | 2 | Rollover of IRA |
7 | 3 | Rollover of IRA |
7 | 4 | Rollover of IRA |
7 | 5 | Rollover of IRA |
7 | 6 | Rollover of IRA |
7 | 7 | Rollover of IRA |
7 | 8 | Rollover of IRA |
7 | 9 | Rollover of IRA |
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