Estimated Net Worth
  • estimated net worth
    $2.1 M - $7.8 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (02/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President for Food Assistance Policy
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
Vanguard 500 Index Fund Admiral
$15,001 - $50,000
None (or less than $201)
2
Venerable Variable Annuity
2.1
VY Invesco Equity and Income Portfolio
$15,001 - $50,000
None (or less than $201)
2.2
VY Invesco Global Portfolio -- Class I
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity 500 Index
$50,001 - $100,000
None (or less than $201)
2.4
Voya Russell Large Cap Value Index Port
$15,001 - $50,000
None (or less than $201)
3
Center on Budget and Policy Priorities 403(b) plan:
3.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares (VTTWX)
$1,000,001 - $5,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions to this plan.
4/1997

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
DC Department of Health Care Finance
salary
2
Bipartisan Policy Center 403(b) Account
2.1
Vanguard Balanced Index Fund Admiral
$50,001 - $100,000
None (or less than $201)
3
Roth IRA
3.1
Vanguard 500 Index Fund Admiral
$100,001 - $250,000
None (or less than $201)
4
DC Government 457(b) Deferred Compensation Plan
4.1
Vanguard Target Retire 2025 Tr
$50,001 - $100,000
None (or less than $201)
5
DC Government 401(a) Retirement Plan
5.1
Vanguard Target Retire 2025 Tr
$1,001 - $15,000
None (or less than $201)
6
DC Department of Human Services
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Contrafund
$50,001 - $100,000
$1,001 - $2,500
2
Fidelity Growth & Income
$1,001 - $15,000
None (or less than $201)
3
Vanguard Municipal Money Market
$15,001 - $50,000
None (or less than $201)
4
Dependent Child #1: DC 529
cash payments
$25,404
4.1
DC Savings 2019 Portfolio
$100,001 - $250,000
None (or less than $201)
5
Dependent Child #1 DC 529
5.1
Moderately Aggressive Track: 20% Equity Portfolio (Index)
$15,001 - $50,000
None (or less than $201)
5.2
Moderate Track: 10% Equity Portfolio (Index)
$15,001 - $50,000
None (or less than $201)
6
Dependent Child #2: DC Savings 2022 Portfolio
$100,001 - $250,000
None (or less than $201)
7
Dependent Child #2 DC 529

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Employed by DHCF until 3/21/21. Started new position within DC Government on 3/22/2021.
5
6
Began position on 3/22/2021.

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