Estimated Net Worth
- $459 K - $1.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/07/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Rule of Law Program Director | 4/2021 | |
2 | Washington, District of Columbia | Senior Advisor | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Inter-American Dialogue | Salary | $46,009 | |
2 | WestExec Advisors (Geopolitical strategy and consulting) | Consulting Fees | $15,275 | |
3 | Roth IRA | |||
3.1 | Vanguard Target Retirement 2045 Fund | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | Rollover IRA | |||
4.1 | Vanguard Target Retirement 2045 | $50,001 - $100,000 | $5,001 - $15,000 | |
4.2 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I closed this defined contribution plan from my former employer in August 2021 and rolled the assets into the Rollover IRA listed in Part 2. | 5/2018 |
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 | Bank of America checking account | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | $2,501 - $5,000 | |
5 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
9 | Vanguard US Growth Fund Investor Shares (VWUSX) | $15,001 - $50,000 | $2,501 - $5,000 | |
10 | Bitcoin (Coinbase account) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Rollover of TIAA 403(b) to Vanguard IRA | Purchase | 08/18/2021 | $15,001 - $50,000 |
2 | Rollover of TIAA 403(b) to Vanguard IRA | Purchase | 08/25/2021 | $100,001 - $250,000 |
3 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Purchase | 01/07/2021 | $15,001 - $50,000 |
4 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Purchase | 06/03/2021 | $1,001 - $15,000 |
5 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | Purchase | 06/03/2021 | $1,001 - $15,000 |
6 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Purchase | 09/23/2021 | $1,001 - $15,000 |
7 | Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
8 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | Purchase | 12/30/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | EdFinancial | $15,001 - $50,000 | 2004 | 116 monthly payments remaining |
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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