Adam Sarvana
Director of Communications
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.2 M - $4.0 M
Salary
  • salary
    Unknown
Employment
  • Started 03/13/2022

Financial Disclosure Details - OGE Form 278e (05/10/2023)

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
Nothing reported in this section

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Toddlers on the Hill LLC (A Montessori preschool)
salary, bonus
2
Rollover IRA
2.1
Schwab S&P 500 Index Fund (SWPPX)
$15,001 - $50,000
None (or less than $201)
2.2
Cash, Bank Sweep, and Money Market
None (or less than $1,001)
None (or less than $201)
3
Roth IRA
3.1
Schwab S&P 500 Index Fund (SWPPX)
$15,001 - $50,000
None (or less than $201)
3.2
Cash, Bank Sweep, and Money Market
$1,001 - $15,000
None (or less than $201)
4
401K
$15,001 - $50,000
4.1
State Street Target Retirement 2045 Fund Class K Shares (SSDEX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Investment Account
1.1
iShares National Muni Bond ETF (MUB)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$15,001 - $50,000
None (or less than $201)
1.3
Schwab Fundamental US Large Company Index Fund (SFLNX)
$50,001 - $100,000
None (or less than $201)
1.4
Schwab S&P 500 Index Fund (SWPPX)
$100,001 - $250,000
None (or less than $201)
1.5
International Core Equity Portfolio Institutional Class Shares (DFIEX)
$15,001 - $50,000
None (or less than $201)
1.6
Cash, Bank Sweep, and Money Market
$1,001 - $15,000
2
Trust Account
Over $1,000,000
None (or less than $201)
2.1
The Home Depot, Inc. (HD)
$50,001 - $100,000
None (or less than $201)
2.2
Schwab Fundamental US Large Company Index Fund (SFLNX)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares National Muni Bond ETF (MUB)
Purchase
01/03/2022
$1,001 - $15,000
2
iShares National Muni Bond ETF (MUB)
Purchase
12/12/2022
$1,001 - $15,000
3
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX)
Sale
01/03/2022
$1,001 - $15,000
4
The Home Depot, Inc. (HD)
Sale
01/03/2022
$15,001 - $50,000
5
iShares National Muni Bond ETF (MUB)
Purchase
01/03/2022
$50,001 - $100,000
6
iShares National Muni Bond ETF (MUB)
Sale
03/30/2022
$50,001 - $100,000
7
iShares National Muni Bond ETF (MUB)
Purchase
12/12/2022
$1,001 - $15,000
8
iShares National Muni Bond ETF (MUB)
Purchase
12/27/2022
$1,001 - $15,000
9
iShares National Muni Bond ETF (MUB)
Purchase
11/09/2022
$50,001 - $100,000
10
Vanguard ESG US Stock ETF (ESGV)
Purchase
03/11/2022
$50,001 - $100,000

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
6
3.1
Sold, per filer's EA.
6
3.2
Sold, per filer's EA.
6
3.3
Sold, per filer's EA.

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