Estimated Net Worth
- $647 K - $1.6 M
Salary
- Unknown
Employment
- Started 02/24/2021
Records
Financial Disclosure Details - OGE Form 278e (05/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director, Government Relations | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Pew Charitable Trusts | Salary | $19,653 | |
2 | The Pew Charitable Trusts | |||
2.1 | Fidelity Freedom Fund 2040 Class K FSNVX | $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. The plan sponsor will not make further contributions after my separation. | 4/2018 |
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 Association of Health Underwriters | |||
1.1 | Pioneer Strategic Income Fund R (STIRX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Voya Index Plus LargeCap Portfolio I (IPLIX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | American Funds Growth Fnd R3 (RGACX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard VIF - Small Comp Grwth Port | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Wanger Select | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Victory Sycmr Sm Comp Opporty Fd R | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American Funds New Perspective R3 (RNPCX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | American Funds EuroPacific Grw R3 (AEPGX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Primary Residence Rental Unit (AirBnB) | $15,001 - $50,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Filer (me) Condo Rental Unit | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Spouse Condo Rental Unit | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Filer Cash Account | $1,001 - $15,000 | None (or less than $201) | |
5 | Spouse Cash Accounts | $1,001 - $15,000 | None (or less than $201) | |
6 | Joint Cash Accounts | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard Windsor Fund Investor Shares (VWNDX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Star Fund | $1,001 - $15,000 | None (or less than $201) | |
9 | Vanguard US Growth Fund Admiral Shares (VWUAX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | NewRez LLC | $250,001 - $500,000 | 2007 | 30 |
2 | M&T Bank | $100,001 - $250,000 | 2014 | 30 |
3 | Well Fargo | $500,001 - $1,000,000 | 2022 | 30 |
4 | U.S. Bank - PAID OFF | $500,001 - $1,000,000 | 2019 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 3 | This is a mortgage on our personal residence that we live in. This residence includes an in-law suite in the basement that we occasionally AirBnB out as a "short-term rental." |
8 | 4 | We refinanced the mortgage on our personal residence in 2021 and paid off this mortgage. |
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