Estimated Net Worth
  • estimated net worth
    $101 K - $219 K
Salary
  • salary
    Unknown
Employment
  • Started 05/09/2021

Financial Disclosure Details - OGE Form 278e (05/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The Rockefeller Foundation
New York, New York
Managing Director, Policy
4/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Rockefeller Foundation
Salary
$240,000
2
The Rockefeller Foundation, 401k
2.1
Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX)
None (or less than $1,001)
None (or less than $201)
2.2
Vanguard Total International Stock Index Fund Investor Shares (VGTSX)
None (or less than $1,001)
None (or less than $201)
2.3
Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX)
None (or less than $1,001)
None (or less than $201)
2.4
Vanguard Total International Bond II Index Fund Institutional Shares (VTILX)
None (or less than $1,001)
None (or less than $201)
3
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
The Rockefeller Foundation
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/2019

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. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Rockefeller 401k Voya
Exchange
07/16/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navient
$10,001 - $15,000
2005
20 years
2
Navient
$10,001 - $15,000
2002
20 years
3
Navient
$10,001 - $15,000
2002
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
1
The Rockefeller Foundation transitioned the management of its Retirement Savings Plan for Employees from Vanguard to Voya Financial effective July 16

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