Estimated Net Worth
- $455 K - $1.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/22/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Policy Deputy, COVID Domestic | 1/2021 | |
2 | New York, New York | Author | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund Inc. | Salary | $7,307 | |
2 | Bill & Melinda Gates Foundation Sharing Retirement Plan, 401(a) plan: | |||
2.1 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Stable Value Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | EuroPacific Growth Fund Class R6 Shares (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Fidelity Total International Index Fund (FTIHX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | MFS Value Fund Class R3 Shares (MEIHX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seattle, Washington | I will continue to participate in this defined contribution plan (401(a) plan). The plan sponsor has not made any contributions following my separation. | 9/2015 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor has not made any contributions following my separation. | 1/2018 | |
3 | New Bedford, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor has not made any contributions following my separation. | 1/2003 | |
4 | Seattle, Washington | I will continue to participate in this defined contribution plan (403(b) plan). The plan sponsor has not made any contributions following my separation. | 9/2015 |
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 | Wilmer Cutler Pickering Hale and Dorr LLP, 401(k) plan: | |||
1.1 | Vanguard Institutional Target Retirement 2045 Fund (Institutional Shares) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | American Century Mid Cap Value Fund (Class R6) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Harbor Large Cap Value Fund (Institutional Class) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Ivy Small Cap Growth Fund (Class Y) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Loomis Sayles Growth Fund (Class N) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | MFS Mid Cap Growth Fund (Class R3) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Vanguard Tax-Managed Small Cap Fund (Admiral Shares) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | American Funds - EuroPacific Growth Fund (Class R5) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Oakmark International Fund (Class Investor) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Brokerage account: | |||
2.1 | Vanguard Total World Stock Index Fund ETF Class Shares (VT) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | T Rowe Price Tax-Efficient Equity Fund (PREFX) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Rivian (RIVN) | Purchase | 11/18/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Berkshire Bank | $10,001 - $15,000 | 2019 | 7 years |
2 | FedLoan | $15,001 - $50,000 | 2003 | 20 years |
3 | FedLoan | $10,001 - $15,000 | 2003 | 20 years |
4 | FedLoan | $15,001 - $50,000 | 2003 | 20 years |
5 | FedLoan | $15,001 - $50,000 | 2003 | 20 years |
6 | Bank of America | $10,001 - $15,000 | 2021 | revolving |
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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