Estimated Net Worth
- $265 K - $975 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Beveridge & Diamond 401(k) plan: | |||
1.1 | American Funds Fundamental Invs A | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Columbia Mid Cap Index A | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Columbia Small Cap Index A | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Invesco Developing Markets A | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Beveridge & Diamond PC | Washington, District of Columbia | I continued to participate in this defined contribution plan until February 16, 2023. The plan sponsor was not making contributions. I no longer participate in this defined contribution plan. | 2/2020 |
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 | National Wildlife Federation (Non-profit conservation association) | salary, bonus | ||
2 | National Wildlife Federation | |||
2.1 | American New Perspective (RNPGX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Calvert Intl Responsible Index (CDHIX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Calvert Small Cap (CSVIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Real Estate Index (FSRNX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Calvert US Mid Cap Core Rspnb (CMJIX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | American Funds EuroPacific (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Parnassus Endeavor Fund Investor Class Shares (PARWX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. domestic credit union account | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | CollegeAmerica (Virginia529) | |||
2.1 | EuroPacific Growth Fund Class 529-A Shares (CEUAX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds Fundamental Investors Class 529-A Shares (CFNAX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | New Economy Fund Class 529-A Shares (CNGAX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American SMALLCAP World Fund, Inc Class 529-A Shares (CSPAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage Account | |||
3.1 | Calvert Equity Fund Class I Shares (CEYIX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Nuveen ESG Mid-Cap Growth ETF (NUMG) | Purchase | 11/02/2023 | $15,001 - $50,000 |
2 | IQ Candriam ESG International Equity ETF (IQSI) | Purchase | 11/02/2023 | $1,001 - $15,000 |
3 | Pax MSCI EAFE ESG Leaders Index Fund Institutional Class Shares (PXNIX) | Sale | 11/02/2023 | $1,001 - $15,000 |
4 | Parnassus Mid Cap Fund Investor Class Shares (PARMX) | Sale | 11/02/2023 | $15,001 - $50,000 |
5 | iShares Incorporated ESG AWR MSCI EM (ESGE) | Purchase | 02/08/2023 | $1,001 - $15,000 |
6 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | Purchase | 02/08/2023 | $1,001 - $15,000 |
7 | Calvert Equity Fund Class I Shares (CEYIX) | Sale | 02/08/2023 | $1,001 - $15,000 |
8 | Parnassus Core Equity Fund Investor Shares (PRBLX) | Purchase | 02/08/2023 | $1,001 - $15,000 |
9 | Parnassus Mid Cap Fund Investor Class Shares (PARMX) | Purchase | 02/08/2023 | $1,001 - $15,000 |
10 | American Century Equity Income Fund Class R6 Shares (AEUDX) | Sale | 01/27/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
3 | 1 | I rolled all of the funds out of this defined contribution plan in February 2023. |
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