Estimated Net Worth
  • estimated net worth
    $44.6 M - $140.5 M
Salary
  • salary
    Unknown
Employment
  • Started 04/17/2021

Financial Disclosure Details - OGE Form 278e (05/04/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Brooklandville, Maryland
Managing Member
4/2021
2
Brooklandville, Maryland
Trustee
Present
3
Brooklandville, Maryland
Trustee
Present
4
Brooklandville, Maryland
Trustee
4/2021
5
Cambridge, Massachusetts
Professor
4/2021
6
New York, New York
Advisory Group Member
4/2021
7
Washington, District of Columbia
Team Lead
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Goldman Sachs, defined benefit plan (value not readily ascertainable), expected benefit $977/mo. at age 71
None (or less than $201)
2
IRA #1
2.1
Vanguard Core Bond Fund Admiral Class Shares (VCOBX)
$1,000,001 - $5,000,000
None (or less than $201)
2.2
VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
$500,001 - $1,000,000
None (or less than $201)
2.3
Vanguard European Stock Index Fund Admiral Shares (VEUSX)
$500,001 - $1,000,000
None (or less than $201)
2.4
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX)
$1,000,001 - $5,000,000
None (or less than $201)
3
IRA #2
RMD
$578
3.1
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
4
Massachusetts Institute of Technology, 401(k) plan

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2018
2
New York, New York
I will continue to participate in this defined benefit plan.
11/1986
3
Cambridge, Massachusetts
I will continue to participate in this defined benefit plan.
1/2021

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
Residential real estate, Baltimore, MD
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
Personal loan - Ms. Holcombe
$15,001 - $50,000
Interest
$1,001 - $2,500
3
U.S. bank account (cash)
$15,001 - $50,000
None (or less than $201)
4
Brokerage Account
4.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
None (or less than $1,001)
$100,001 - $1,000,000
4.2
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
$50,001 - $100,000
None (or less than $201)
5
Marital Trust #1
5.1
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
$50,001 - $100,000
None (or less than $201)
5.2
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$5,000,001 - $25,000,000
$50,001 - $100,000
5.3
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
Purchase
$1,001 - $15,000
2
Vanguard European Stock Index Fund Admiral Shares (VEUSX)
Purchase
$1,001 - $15,000
3
Vanguard Core Bond Fund Admiral Class Shares (VCOBX)
Purchase
$1,001 - $15,000
4
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX)
Purchase
$1,001 - $15,000
5
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)
Purchase
$1,001 - $15,000
6
Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX)
Purchase
$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
5.2
Income from this asset was irrevocably disclaimed during the time while I am in government service.
2
5.3
Benefits may be delayed until 4/1/2030 at Filer's option.
6
6
Family Trust #3 holds approximately 31.7% of the Annabel Lee, LLC.
6
6.1
Family Trust #4, reported on line 7 of this report, also is a member of Annabel Lee, LLC. Family Trust #4 holds approximately 42.3% of the Annabel Lee, LLC. Lines 6.1.1 through 6.1.16 represent the full value and income of the Annabel Lee, LLC assets.
6
7.1
The Family Trust #4 is a member of Annabel Lee, LLC. Family Trust #4 holds approximately 42.3% of Annabel Lee, LLC. All of the assets in Annabel Lee, LLC are listed on this report on lines 6.1.1 through 6.1.16.
7
1
Quarterly dividend reinvestment - IRA #1
7
2
Quarterly dividend reinvestment - IRA #1
7
3
Monthly dividend reinvestment - IRA #1
7
4
Monthly dividend reinvestment - IRA #1 and Annabel Lee
7
5
Monthly dividend reinvestment - Annabel Lee

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