Estimated Net Worth
- $8.0 M - $28.5 M
Salary
- Unknown
Employment
- Started 03/06/2014
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 | Fidelity 500 Index Fund (FXAIX) | $250,001 - $500,000 | $5,001 - $15,000 | |
2 | US Small Cap Portfolio Institutional Class Shares (DFSTX) | $250,001 - $500,000 | $5,001 - $15,000 | |
3 | Fidelity Freedom Index 2030 Fund Institutional Premium Class Shares (FFEGX) | $250,001 - $500,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Washington , District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2003 |
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 | Williams & Connolly law firm | partnership income | ||
2 | Williams & Connolly Capital Account | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Wellington Trust Target 2030 | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
4 | Williams & Connolly, defined benefit plan | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. Bank Account # 1 checking (cash) | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | U.S. Bank Account # 1 money market (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
4 | Vanguard Emerging Markets Stock Index Fund Admiral VEMAX | $250,001 - $500,000 | $1,001 - $2,500 | |
5 | Vanguard Mid-Cap Growth Index Fund Admiral Class Shares (VMGMX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
6 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
7 | U.S. Bank Account # 2 Savings (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
8 | U.S. Bank Account # 2 Checking (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
9 | Vanguard Institutional Index Fund | $50,001 - $100,000 | $5,001 - $15,000 | |
10 | Vanguard Total Bond Mket Index Fund | $100,001 - $250,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Chase Home Mortgage | $500,001 - $1,000,000 | 2014 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
6 | 9 | 529 plan for first child |
6 | 10 | 529 plan for first child |
6 | 11 | 529 plan for first child |
6 | 12 | 529 plan for first child |
6 | 13 | 529 plan for first child |
6 | 20 | 529 plan for second child |
6 | 21 | 529 plan for second child |
6 | 22 | 529 plan for second child |
6 | 23 | 529 plan for second child |
6 | 24 | 529 plan for second child |
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