Estimated Net Worth
- $609 K - $1.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/26/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Oakland, California | Board President | Present | |
2 | Washington, District of Columbia | Adjunct Faculty | Present | |
3 | Annapolis, Maryland | Principal | Present | |
4 | Kansas City, Missouri | Transformation Executive | Present | |
5 | Takoma Park, Maryland | President | Present | |
6 | Bethesda, Maryland | President | 4/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | cash distribution | $41,668 | |
1.1 | Blackrock Floating Rate Income Institutional (BFRIX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity Advisor Health Care Fund Class I Shares (FHCIX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Fidelity Advisor Strategic Income Class I (FSRIX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Fidelity Advisor Emerging Markets Discovery Class I (FEDIX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Goldman Sachs Rising Dividend Growth Investor Class (GSRIX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Goldman Sachs Income Builder Fund Investor Class Shares (GKIRX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Janus Henderson Multi Sector Income Class I (JMUIX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Apple Inc (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Crowdstrike Holdings Inc (CRWD) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Takoma Park, Maryland | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. | 6/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Annapolis, Maryland | Client of Global Innovation Associates LLC. | |
2 | Washington, District of Columbia | Client of Global Innovation Associates LLC. | |
3 | Fredericksburg, Virginia | Client of Global Innovation Associates LLC | |
4 | Kansas City, Missouri | Client of Global Innovation Associates LLC. | |
5 | Oakbrook Terrace, Illinois | Client of Global Innovation Associates LLC | |
6 | Washington, District of Columbia | Client of Global Innovation Associates LLC | |
7 | Takoma, Maryland | President |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | American University | salary | ||
2 | (S) IRA | |||
2.1 | Columbia Acorn Fund Institutional Class (ACRNX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Advisor® International Growth I (FIIIX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Goldman Sachs U.S. Equity Dividend and Premium Investor Cl (GVIRX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | MFS International Diversification Fund Class I (MDIJX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Alaska Air Group, Inc. (ALK) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | US credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Family Trust: | |||
3.1 | iShares S&P 500 Growth Fund (IVW) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American New World Cl F3 (FNWFX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Invesco Global Opportunities Cl R6 (OGIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | John Hancock Bond Cl R6 (JHBSX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Pgim High Yield Cl R6 (PHYQX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Pgim Short Term Corporate Bond Cl R6 (PSTQX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Victory Sycamore Established Value Cl R6 (VEVRX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | United Chase Visa | $10,001 - $15,000 | 2019 | revolving |
2 | Kabbage Bank | $15,001 - $50,000 | 2020 | 5 year |
3 | M&T Bank | $15,001 - $50,000 | 2021 | 5 year |
4 | NewRez LLC | $250,001 - $500,000 | 2019 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | No compensation since 2017. |
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