Estimated Net Worth
- $331 K - $965 K
Salary
- Unknown
Employment
- Started 02/01/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (04/25/2022)
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 | Wilmer Cutler Pickering Hale and Dorr LLC - 401(k) | $100,001 - $250,000 | None (or less than $201) | |
1.1 | Vanguard TR 2045 Trust II (VITLX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | American Cent Mid Cap Value R6 (AMDVX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Loomis Sayles Growth Fund N (LGRNX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Tax-Managed SC Adm Sh (VTMSX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | American EuroPacific Growth R5 (RERFX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | MFS International New Discovery Fund Class R3 Shares (MIDHX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Large Cap Value Fund (HAVLX) | $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 | Participation in former employer's retirement plan. Former employer will not make any further contributions to the account. | 1/2007 |
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 | Ceres Nanosciences (Sells products to lifesciences and diagnostic customers) | salary, bonus | ||
2 | Adagio Therapeutics (Develops antibody therapeutics) | consulting fees | ||
3 | Ceres Nanosciences stock options | $50,001 - $100,000 | None (or less than $201) | |
4 | Ceres Nanosciences 401k | $15,001 - $50,000 | None (or less than $201) | |
4.1 | John Hancock 500 Index Fund (JHVIT) | $15,001 - $50,000 | None (or less than $201) | |
5 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Education (529) account NH portfolio 2030 (Fidelity Fund) | $15,001 - $50,000 | None (or less than $201) | |
2 | Education (529) account MA Portfolio 2027 (Fidelity Fund) | $15,001 - $50,000 | None (or less than $201) | |
3 | US bank account (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Century Mid Cap Value Fund Class R6 Shares (AMDVX) | Purchase | 07/12/2021 | $1,001 - $15,000 |
2 | NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX) | Sale | 07/12/2021 | $1,001 - $15,000 |
3 | American Century Mid Cap Value Fund Class R6 Shares (AMDVX) | Sale | 05/04/2021 | $1,001 - $15,000 |
4 | VanguardTax-Managed Small-Cap FundAdmiral Shares (VTMSX) | Sale | 05/04/2021 | $1,001 - $15,000 |
5 | EuroPacific Growth Fund Class R5 Shares (RERFX) | Purchase | 05/04/2021 | $1,001 - $15,000 |
6 | MFS International New Discovery Fund Class R3 Shares (MIDHX) | Purchase | 05/04/2021 | $1,001 - $15,000 |
7 | Harbor Large Cap Value Fund Institutional Class Shares (HAVLX) | Sale | 05/04/2021 | $1,001 - $15,000 |
8 | John Hancock 500 Index Fund (JFIVX) Investing Solely in JHVIT | Purchase | 12/31/2021 | $1,001 - $15,000 |
9 | John Hancock 500 Index Fund (JFIVX) Investing Solely in JHVIT | Purchase | 12/15/2021 | $1,001 - $15,000 |
10 | John Hancock 500 Index Fund (JFIVX) Investing Solely in JHVIT | Purchase | 11/30/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase | $15,001 - $50,000 | 2021 | revolving |
2 | Navient | $15,001 - $50,000 | 2005 | 2035 |
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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