Estimated Net Worth
- $1.5 M - $3.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | Roth IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Fidelity Equity Dividend Income Fund (FEQTX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Rollover IRA | $250,001 - $500,000 | None (or less than $201) | |
2.1 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Blue Chip Growth Fund (FBGRX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity Small Cap Growth Fund (FCPGX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Future employment | 2/2024 | |
2 | Packard Foundation | Los Altos, California | Future Employment | 5/2024 |
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 | U.S. bank (Cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100,000 | $201 - $1,000 | |
3 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Apple, Inc. (AAPL) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
5 | Bristol-Myers Squibb (BMY) | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | Dividends | None (or less than $201) |
7 | Intel Corp. (INTC) | $1,001 - $15,000 | Dividends | None (or less than $201) |
8 | iShares US Real Estate ETF (IYR) | $1,001 - $15,000 | None (or less than $201) | |
9 | Fidelity CORE cash account | $15,001 - $50,000 | None (or less than $201) | |
10 | Residential Real Estate, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | TD Bank | $500,001 - $1,000,000 | 2022 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
3 | 1 | Took call from a recruiter with Russell Reynolds Associates about a position at Defenders of Wildlife. Decided not to apply. |
6 | 10 | Rent paid by tenant for one bedroom and one bathroom in my primary residence. |
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