Estimated Net Worth
  • estimated net worth
    $2.2 M - $4.7 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (08/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New Haven, Connecticut
Exec Dir, Data- Intensive Social Science Center
Present
2
New Haven, Connecticut
Senior Research Scientist, Department of Economics and Intitution for Social and Politcal Studies
Present
3
Amazon Web Services
Seattle, Washington
Director, Economics
5/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Yale University University (sign-on bonus receivable)
$50,001 - $100,000
None (or less than $201)
2
Yale University
Salary/Bonus
$28,750
3
Amazon Web Services (a subsidiary of Amazon.com)
Salary/Bonus
$396,667
4
Amazon.com, Inc. (AMZN), vested restricted stock units
$500,001 - $1,000,000
None (or less than $201)
5
Amazon 401(k)
5.1
Vanguard Target Retirement 2030 Trust
$50,001 - $100,000
None (or less than $201)
6
Yale University Retirement Account Plan
6.1
2035 portfolio (remainder of underlying holdings are under reporting threshold)
6.1.1
Vanguard Total Stock Market Index Plus (VSMPX)
$1,001 - $15,000
None (or less than $201)
7
Roth IRA 1

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New Haven, Connecticut
Fixed sign-on bonus to be paid over rest of first year of employment.
7/2022
2
Seattle, Washington
I will continue to participate in this defined contribution plan. The plan sponsor is no longer making further contributions following my separation.
5/2019

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
New Haven, Connecticut
Executive Director, Data-Intensive Social Science Center and Senior Research Scientist in Department of Economics and Institution for Social and Political Studies
2
Amazon Web Services
Seattle, Washington
Director, Ecoomics

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Univ of Maryland
Salary
2
JHU 403(b)
2.1
Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX)
$50,001 - $100,000
None (or less than $201)
2.2
Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX)
$100,001 - $250,000
None (or less than $201)
2.3
Vanguard Total International Stock Index Fund Institutional Shares (VTSNX)
$50,001 - $100,000
None (or less than $201)
2.4
Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX)
$250,001 - $500,000
None (or less than $201)
2.5
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$100,001 - $250,000
None (or less than $201)
3
Univ of Maryland Ret Plans
3.1
TIAA-CREF Lifecycle Index 2030 Fund Institutional Class Shares (TLHIX)
$500,001 - $1,000,000
None (or less than $201)
4
Roth IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government Money Market Fund (SPAXX)
$250,001 - $500,000
$201 - $1,000
2
Fidelity MSCI Financials Index ETF (FNCL)
$15,001 - $50,000
$201 - $1,000
3
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
4
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
None (or less than $201)
5
Maryland 529 - b
5.1
Portfolio for Education Today
$15,001 - $50,000
None (or less than $201)
6
Maryland 529 - c
6.1
Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)
7
Maryland 529 - d
7.1
Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Truist
$100,001 - $250,000
2013
15 yrs
2
United Bank
$100,001 - $250,000
2013
10 yr
3
Bank of America
$250,001 - $500,000
2022
30 yr
4
American Express
$10,001 - $15,000
2022
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Negotiated one-time sign-on bonus
2
4
Received Amazon common stock upon vesting of RSUs
3
1
Any remaining bonus payments will be forfeited upon departure from Yale

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