Estimated Net Worth
  • estimated net worth
    $2.5 M - $4.4 M
Salary
  • salary
    Unknown
Employment
  • Started 07/14/2021

Financial Disclosure Details - OGE Form 278e (05/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
fellow
6/2021
2
Washington DC
Consultant
3/2021
3
San Francisco, California
Mentor
4/2021
4
Washington, District of Columbia
Volunteer, Labor Agency Review Team
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SEP IRA #1
1.1
Vanguard Federal Money Market Fund
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard International Growth Fund Investor Shares (VWIGX)
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Equity Income Fund Investor Shares (VEIPX)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
$15,001 - $50,000
None (or less than $201)
1.5
Vanguard/Wellington Fund, Inc Admiral Shares (VWENX)
$15,001 - $50,000
None (or less than $201)
2
Harvard Law School, Labor and Worklife Program
Fellowship income
$21,000
3
Student Defense: National Student Legal Defense Network
Consulting Fees
$5,000
4
Community Change Action
Consulting Fees
$35,000
5
Sandler Phillips Center
Consulting Fees
$2,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Roth IRA
1.1
Vanguard Equity Income Fund Investor Shares (VEIPX)
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard European Stock Index Fund Admiral Shares (VEUSX)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Energy Fund Investor Shares (VGENX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
Residential Rental Property #1 (Washington, DC)
Over $1,000,000
Rent or Royalties
$50,001 - $100,000
3
Residential Rental Property #2 (Washington, DC)
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
4
Virginia College Savings Plan #1 (2024 portolio)
$100,001 - $250,000
None (or less than $201)
5
Virginia -Pre-Paid Education Fund #1
$15,001 - $50,000
None (or less than $201)
6
Brokerage Account #1
6.1
Metro Trans. Auth NY Rev. Bonds
$1,001 - $15,000
None (or less than $201)
6.2
NY St Dorm Auth Bonds
$15,001 - $50,000
None (or less than $201)
7
U.S. Credit Union (cash)
$1,001 - $15,000
None (or less than $201)
8
U.S. bank #2 (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard International Growth Fund Investor Shares (VWIGX)
Purchase
05/18/2021
$15,001 - $50,000
2
Vanguard Equity Income Fund Investor Shares (VEIPX)
Purchase
12/17/2021
$15,001 - $50,000
3
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
05/18/2021
$15,001 - $50,000
4
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
Purchase
05/18/2021
$15,001 - $50,000
5
Vanguard/Wellington Fund, Inc Admiral Shares (VWENX)
Purchase
05/18/2021
$15,001 - $50,000
6
Janus Henderson Government Money Market Fund
Sale
06/09/2021
$50,001 - $100,000
7
Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)
Sale
04/13/2021
$100,001 - $250,000
8
NY Bonds
Sale
11/15/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
$500,001 - $1,000,000
2021
30 yr fixed
2
Fulton Bank of Rental Property #2
$500,001 - $1,000,000
2021
30 yr fixed
3
TD Bank Mortgage
$500,001 - $1,000,000
2021
30 yr fixed
4
Caliber Home Mortgage of Rental Property #1
$500,001 - $1,000,000
2012
30 yr fixed
5
Caliber Home Mortgage of Rental Property #2
$500,001 - $1,000,000
2015
30 yr fixed
6
Wells Fargo Home Mortgage
$500,001 - $1,000,000
2019
30 yr fixed

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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