Estimated Net Worth
- $655 K - $2.7 M
Salary
- Unknown
Employment
- Started 11/01/2022
Records
Financial Disclosure Details - OGE Form 278e (02/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Secretary, Board of Directors | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NAB IRA #2 (x01) | |||
1.1 | Calvert Equity CL A Mutual Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
1.2 | Calvert Mid Cap CL A Mutual Fund | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | JPMorgan Mid Cap CL A Mutual Fund | $1,001 - $15,000 | $1,001 - $2,500 | |
1.4 | Franklin Mutual European CL A Mutual Fund | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | First Trust Value Line® Target Safety 30, 4th Qtr 2020 (FUMORX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | NAB IRA #1 (x02) | |||
2.1 | Anheuser-Busch InBev SA/NV (BUD) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Davis Wright Tremaine (law firm) | salary, bonus | ||
2 | Wiley Rein LLP (law firm) | salary | ||
3 | Hogan Lovells, 401(k) plan: | |||
3.1 | Fidelity Contrafund Class K Shares (FCNKX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Wiley Rein LLP, 401(k) plan: | |||
4.1 | Fidelity Freedom 2040 Fund Class K Shares (FSNVX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Davis Wright Tremaine LLP, 401(k) Profit Sharing Plan: | |||
5.1 | Schwab Target 2040 Fund (SWERX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Rollover IRA | |||
6.1 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Managed Account | |||
1.1 | Invesco Developing Markets Fund Class Y Shares (GTDYX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Invesco International Gro Fd Cl Y Shs (AIIYX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | American Beacon International Equity Fund Class R5 Shares (AAIEX) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | American US Government Securities Fund Class F2 Shares (GVTFX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.7 | Columbia Limited Duration Credit Fund Institutional Class Shares (CLDZX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Columbia Contrarian Core Fund Institutional Class Shares (SMGIX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.9 | Diamond Hill Large Cap Fund Class I Shares (DHLRX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Express | $10,001 - $15,000 | 2021 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.30 | Asset sold |
6 | 1.31 | Asset sold |
6 | 1.32 | Asset sold |
6 | 2.5 | Asset sold |
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