Estimated Net Worth
- $10.7 M - $34.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/11/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | Senior Director for Ocean and Climate | 2/2024 | |
2 | Ocean Outcomes | Portland, Oregon | Member of Board of Directors | Present |
3 | Seattle Aquarium | Seattle, Washington | Member of Board of Directors | Present |
4 | UN Foundation | Washington, District of Columbia | Senior Advisor for Ocean and Climate | 2/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | United Nations Foundation | $100,001 - $250,000 | Salary | $206,600 |
2 | Ocean Conservancy 403B | $100,001 - $250,000 | None (or less than $201) | |
2.1 | TIAA Acc Lfcycle 2035 T4 (TIAA L33285P-6) | $100,001 - $250,000 | None (or less than $201) | |
3 | Nature Conservancy 401K | $500,001 - $1,000,000 | None (or less than $201) | |
3.1 | Invesco Oppenheimer Developing Markets Fund Class A Shares (ODMAX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | WTC-CIF II SMID Cap Research Equity (Series 1) (SMICAX) | $250,001 - $500,000 | None (or less than $201) | |
4 | UN Foundation 403B | |||
4.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Honorarium - Biodiversity Funders Group - 9/13/2023 | None (or less than $1,001) | Honorarium | $500 |
6 | Susan's Schwab IRA | $100,001 - $250,000 | 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, but the plan sponsor no longer makes contributions. | 3/2022 | |
2 | Arlington, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2006 | |
3 | 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. | 1/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | Senior Director for Ocean and Climate. Led program on ocean and climate issues. | |
2 | Washington, District of Columbia | Consultant - helped to start/design ocean/climate program. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Movement Labs (consulting) | $15,001 - $50,000 | Consulting fee | $24,700 |
2 | Mark's Schwab IRA | $100,001 - $250,000 | None (or less than $201) | |
2.1 | cash - schwab mark's ira | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Baron Asset Fund Retail Shares (BARAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | BNY Mellon S&P 500 Index Fund (PEOPX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | CMVYX (formerly BMO MID CAP VALUE FD CL YMRVEX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | RS SELECT GROWTH FD CL ARSDSZ | $15,001 - $50,000 | None (or less than $201) | |
3 | Mark's Fidelity IRA Account | $500,001 - $1,000,000 | None (or less than $201) | |
3.1 | FIDELITY CASH RESERVESFDRXX | None (or less than $1,001) | None (or less than $201) | |
3.2 | FIDELITY DIVERSIFIED INTERNATIONALFDIVX | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Personal Real estate, Washingon DC | $1,000,001 - $5,000,000 | Rent or Royalties | None (or less than $201) |
2 | Citibank Checking | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | Citibank Accelerate | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | Fidelity Joint Account | $1,000,001 - $5,000,000 | Capital Gains Dividends | $50,001 - $100,000 |
4.1 | fidelity government money market | $500,001 - $1,000,000 | $5,001 - $15,000 | |
4.2 | Fidelity Diversified International Fund (FDIVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4.3 | Fidelity Total Market Index Fund (FSKAX) | $250,001 - $500,000 | $2,501 - $5,000 | |
4.4 | Fidelity International Index Fund (FSPSX) | $250,001 - $500,000 | $5,001 - $15,000 | |
4.5 | Fidelity Small Cap Index Fund (FSSNX) | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | USAA federal savings bank | $250,001 - $500,000 | 2013 | 30 years |
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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