Estimated Net Worth
- $237 K - $783 K
Salary
- Unknown
Employment
- Started 03/08/2021
Financial Disclosure Details - OGE Form 278e (04/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chapin Hall at the University of Chicago | Chicago, Illinois | Policy Fellow | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Chapin Hall at the University of Chicago | Salary/Bonus (prorated Jan. to Mar. 2021) | $40,565 | |
2 | Chapin Hall at the University of Chicago 457 Plan | |||
2.1 | Principal Lifetime 2015 Inst Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | T.Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Chapin Hall at the University of Chicago 403(b) Plan | |||
3.1 | TRPrice Retirement 2040 | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chapin Hall at the University of Chicago 403(b) plan | Chicago, Illinois | Contributions ceased after separation. | 12/2016 |
2 | Chapin Hall at University of Chicago 457 Plan | Chicago, Illinois | Contributions ceased after separation. | 12/2016 |
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 | Exelon Corp. (Energy provider) | salary | ||
2 | 401K-Northwest Plan Services | |||
2.1 | JPMorgan SmartRetirement 2035 Fund | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia College 529 - Daughter A | Cash distribution for college tuition | $13,187 | |
1.1 | Bloomberg Barclays U.S. High Yield Ba/B 1% Issuer Cap | $1,001 - $15,000 | ||
1.2 | JP Morgan Emerging Bond Market Index Global Diversified | $1,001 - $15,000 | ||
1.3 | CG 3-Month US T-Bill plus 100 basis points annualized | $15,001 - $50,000 | ||
1.4 | Bloomberg Barclays U.S. Aggregate Float Adjusted | $15,001 - $50,000 | ||
2 | Virginia College 529 - Daughter M | None (or less than $201) | ||
2.1 | Bloomberg Barclays U.S. Aggregate Float Adjusted | $15,001 - $50,000 | ||
2.2 | Bloomberg Barclays U.S. High Yield Ba/B 1% Issuer Cap | $1,001 - $15,000 | ||
2.3 | JP Morgan Emerging Bond Market Index Global Diversified | $1,001 - $15,000 | ||
2.4 | CG 3-Month US T-Bill plus 100 basis points annualized | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | Sale | 04/26/2021 | $15,001 - $50,000 |
2 | Facebook, Inc. (FB) | Sale | 04/26/2021 | $15,001 - $50,000 |
3 | Apple, Inc. (AAPL) | Sale | 04/26/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Earnest Student Loan | $15,001 - $50,000 | 2020 | 59 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | 2021 Portfolio |
Combined value - one account owned by self, one account owned by ex-spouse | ||
6 | 2 | Account owned by ex-spouse. |
2021 Portfolio | ||
7 | 1 | via ETrade |
7 | 3 | via Fidelity |
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