Estimated Net Worth
  • estimated net worth
    $1.5 M - $5.0 M
Salary
  • salary
    Unknown
Employment
  • Started 01/05/2022

Financial Disclosure Details - OGE Form 278e (03/12/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President and Chief Methodologist
Present
2
Alexandria, Virginia
President, Board member
Present
3
Chicago, Illinois
Member, Technical Advisory Group
Present
4
Washington, District of Columbia
Member, Technical Expert Panel
Present
5
Austin, Texas
Statistical Consultant
5/2020
6
San Francisco, California
unpaid member, Impact Measurement Committee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Urban Institute Defined Contribution Retirement 403B Plan
.
1.1
TIAA Traditional
$50,001 - $100,000
None (or less than $201)
2
NORC Supplemental Retirement plan
2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2.2
TIAA-CREF Quant Small-Cap Equity Institutional
$1,001 - $15,000
None (or less than $201)
2.3
TIAA-CREF Large-Cap Value Fund - Institutional Class
$1,001 - $15,000
None (or less than $201)
2.4
CREF Stock R2
$15,001 - $50,000
None (or less than $201)
2.5
American Funds EuroPacific Growth Fund - R6
$1,001 - $15,000
None (or less than $201)
2.6
Wells Fargo Special Mid Cap Value R6
$1,001 - $15,000
None (or less than $201)
2.7
CREF Global Equities R2
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Wash. DC, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
8/1999
2
Chicago, Illinois
I will continue to participate in these defined contribution plans. The plan sponsor no longer makes contributions.
1/1997
3
Ann Arbor, Michigan
I will continue to participate in these defined contribution plans. The plan sponsor no longer makes contributions.
1/1990
4
Philadelphia, Pennsylvania
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
10/1982
5
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2006

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Chicago, Illinois
I have been a paid member/consultant on Feeding America's Technical Advisory Group since 2003, compensated for intermittent hours of consulting, as (and if) requested
2
Washington, District of Columbia
Vice president & Chief Methodologist

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Temple University 403B
1.1
TIAA Traditional
$15,001 - $50,000
None (or less than $201)
1.2
Driehaus Emerging Markets Growth Institutional Class Shares
$1,001 - $15,000
None (or less than $201)
1.3
MFS Value Fund Class R4
$15,001 - $50,000
None (or less than $201)
1.4
American Funds EuroPacific Growth R5
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX)
$15,001 - $50,000
None (or less than $201)
1.6
Vanguard Total International Stock Index Fund Institutional
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Extended Market Index Fund Institutional
$1,001 - $15,000
None (or less than $201)
1.8
MassMutual Select Mid Cap Growth Equity II Fund Class R5
$1,001 - $15,000
None (or less than $201)
1.9
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
2
Undeveloped land, Edwards County, TX
$100,001 - $250,000
None (or less than $201)
3
TIAA-CREF Mutual Fund Acct
3.1
TIAA-CREF Growth & Income Fund - Retail Class TIIRX
$1,001 - $15,000
None (or less than $201)
3.2
TIAA-CREF International Equity Fund - Retail Class TIERX
$1,001 - $15,000
None (or less than $201)
3.3
TIAA-CREF Large-Cap Growth Fund - Retail Class TIRTX
$1,001 - $15,000
None (or less than $201)
3.4
TIAA-CREF Managed Allocation Fund - Retail Class TIMRX
$1,001 - $15,000
None (or less than $201)
4
TIAA-CREF Mutual Funds acct -- CoverDell Educational Savings for our children/grandchildren
4.1
TIAA-CREF Growth & Income Fund - Retail Class TIIRX
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Mortgage
$100,001 - $250,000
2012
30 yr

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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