Estimated Net Worth
- $2.5 M - $4.4 M
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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