Estimated Net Worth
  • estimated net worth
    $726 K - $1.8 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (01/19/2022)

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
New America (retirement plan)
1.1
CREF Inflation-Linked Bond R1
$1,001 - $15,000
$1,001 - $2,500
1.2
TIAA Traditional (Guranteed Annuity)
$15,001 - $50,000
$1,001 - $2,500
2
Tech Impact (retirement plan)
2.1
VFTAX Vanguard FTSE Social Index Fund
$15,001 - $50,000
$2,501 - $5,000
2.2
VMRXX Vanguard Cash Reserves Federal Money Market Fund
$15,001 - $50,000
None (or less than $201)
3
IRA CD #1
$1,001 - $15,000
None (or less than $201)
4
IRA CD #2 and #3
$1,001 - $15,000
Interest
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
4/2012
2
Philadelphia, Pennsylvania
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/2015

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
Traditional IRA
1.1
Traditional IRA (cash acct)
$15,001 - $50,000
None (or less than $201)
1.1.1
Fidelity Long-Term Treasury Bond Index Fund (FNBGX)
$1,001 - $15,000
None (or less than $201)
2
ROTH IRA
2.1
FDRXX Cash Reserves
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity International Sustainability Index Fund (FNIDX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
2
7 Certificates of Deposit
$250,001 - $500,000
Interest
$5,001 - $15,000
3
USAA Nasdaq-100 Index Fund; (USNQX)
$100,001 - $250,000
$5,001 - $15,000
4
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
6
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
7
U.S. bank #4 (cash)
$1,001 - $15,000
None (or less than $201)
8
U.S. bank #5 (cash)
$1,001 - $15,000
None (or less than $201)
9
U.S. bank #6 (cash)
$1,001 - $15,000
None (or less than $201)
10
U.S. bank #7 (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Prime Money Market Fund Admiral Shares (VMRXX) to Vanguard Long-Term Treasury Fund Investor Shares (VUSTX)
Exchange
02/03/2021
$50,001 - $100,000
2
Vanguard Pennsylvania Long-Term Tax- Exempt Fund Investor Shares (VPAIX) to Vanguard Long-Term Treasury Fund Investor Shares (VUSTX)
Exchange
02/03/2021
$15,001 - $50,000
3
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
06/04/2021
$15,001 - $50,000
4
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
06/09/2021
$1,001 - $15,000
5
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
07/07/2021
$1,001 - $15,000
6
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
07/19/2021
$1,001 - $15,000
7
Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) to Vanguard Prime Money Market Fund Admiral Shares (VMRXX)
Exchange
09/15/2021
$15,001 - $50,000
8
Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) to Vanguard Prime Money Market Fund Admiral Shares (VMRXX)
Exchange
10/28/2021
$15,001 - $50,000
9
Vanguard Prime Money Market Fund Admiral Shares (VMRXX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
11/30/2021
$15,001 - $50,000
10
Vanguard Prime Money Market Fund Admiral Shares (VMRXX) to Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
Exchange
12/03/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Stanford Federal Credit Union
$15,001 - $50,000
2016
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
All Certificates of Deposit are held by a single financial institution and are hence combined in this report.

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