Estimated Net Worth
- $2.6 M - $6.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/29/2024)
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 | College Board, 401(a) plan | |||
1.1 | TIAA Traditional | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Emerging Markets Stock Index Fund - Institutional Shares (VEMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Real Estate Index Fund - Institutional Shares (VGSNX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Total International Stock Index Fund - Institutional Shares (VTSNX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard Total Stock Market Index Fund - Institutional Shares (VITSX) | $15,001 - $50,000 | None (or less than $201) | |
2 | College Board, 403(b) plan | |||
2.1 | TIAA Real Estate | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Emerging Markets Stock Index Fund - Institutional Shares (VEMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Total International Stock Index Fund - Institutional Shares (VTSNX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to retain this deferred variable annuity, but the plan sponsor no longer makes contributions. | 11/2016 | |
2 | New York, New York | I will continue to retain this 401(a) plan, but the plan sponsor no longer makes contributions. | 4/2015 | |
3 | New York, New York | I will continue to retain this 403(b) plan, but the plan sponsor no longer makes contributions. | 4/2015 |
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 | Institute for College Access & Success, Inc., 401(k) plan | |||
1.1 | Vanguard 500 Index Fund - Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse's SEP IRA | |||
2.1 | Vanguard 500 Index Fund - Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse's IRA | |||
3.1 | Vanguard Target Retirement 2045 Fund (VTIVX) | $250,001 - $500,000 | None (or less than $201) | |
4 | National College Attainment Network, Inc. | Salary | ||
5 | National College Attainment Network, Inc., 401(k) plan | |||
5.1 | Schwab S&P 500 Index Fund (SWPPX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage account | |||
1.1 | Vanguard 500 Index Fund - Admiral Shares (VFIAX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.2 | Vanguard Total International Stock ETF (VXUS) | $100,001 - $250,000 | $201 - $1,000 | |
1.3 | Vanguard Small-Cap ETF (VB) | $50,001 - $100,000 | $201 - $1,000 | |
1.4 | Vanguard FTSE All-World ex-US ETF (VEU) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Vanguard Federal Money Market Fund (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
1.7 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $250,001 - $500,000 | $5,001 - $15,000 | |
1.8 | iShares ESG Advanced MSCI EAFE ETF (DMXF) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.9 | iShares ESG Advanced MSCI EM ETF (EMXF) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 03/23/2023 | $1,001 - $15,000 |
2 | iShares ESG Advanced MSCI EAFE ETF iShares ESG Advanced MSCI EAFE ETF (DMXF) | Sale | 04/14/2023 | $1,001 - $15,000 |
3 | iShares ESG Advanced MSCI USA ETF iShares ESG Advanced MSCI USA ETF (USXF) | Sale | 04/12/2023 | $1,001 - $15,000 |
4 | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | Purchase | 06/23/2023 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 06/28/2023 | $1,001 - $15,000 |
6 | VANGUARD TOTAL STOCK MARKET ETF | Purchase | 06/28/2023 | $1,001 - $15,000 |
7 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 09/26/2023 | $1,001 - $15,000 |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 09/26/2023 | $1,001 - $15,000 |
9 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 11/08/2023 | $1,001 - $15,000 |
10 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | Sale | 11/09/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Capital One Financial Corporation | $10,001 - $15,000 | 2021 | Revolving |
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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