Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $8.1 M
Salary
- Unknown
Employment
- Started 01/01/2023
Financial Disclosure Details - OGE Form 278e (04/29/2023)
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 |
|---|---|---|---|---|
1 | Filer's IRA #1 | |||
1.1 | Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Vanguard Total Stock Market ETF (VTI) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard Windsor II Fund, Investor Shares (VWNFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Filer's IRA #2 | |||
2.1 | Invesco FTSE RAFI US 1000 ETF (PRF) | $1,001 - $15,000 | None (or less than $201) | |
3 | Filer's IRA #3 | Cash Distributions | $2,280 | |
3.1 | DoubleLine Total Return Bond Fund, Class I (Institutional) (DBLTX) | $15,001 - $50,000 | $201 - $1,000 |
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 | Spouse's IRA | |||
1.1 | Vanguard Total Stock Market ETF (VTI) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | DC College Savings Plan #1 | |||
2.1 | DC College Savings 2031 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | DC College Savings Plan #2 | |||
3.1 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | DC College Savings Plan #3 | |||
4.1 | DC College Savings 2034 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
5 | Brokerage account #1 | |||
5.1 | Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5.2 | FCash | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | FIDELITY CONTRAFUND EDP | Purchase | 02/07/2022 | $1,001 - $15,000 |
2 | CITIBANK NA EDP SIOUX FALLS SD ACT/365 FDIC INSD CPN 3.150% DUE 06/28/22 | Sale | 06/28/2022 | $100,001 - $250,000 |
3 | FIDELITY TAX EXEMPT TR MONEY MARKET TR | Sale | 09/28/2022 | $1,001 - $15,000 |
4 | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL | Sale | 09/28/2022 | $1,001 - $15,000 |
5 | Schwab Value Advantage | Purchase | 11/18/2022 | $250,001 - $500,000 |
6 | Fidelity Contrafund | Purchase | 12/09/2022 | $15,001 - $50,000 |
7 | Jensen Quality Growth I | Purchase | 12/15/2022 | $1,001 - $15,000 |
8 | Mfs Value Fund Cl I | Purchase | 12/15/2022 | $1,001 - $15,000 |
9 | Columbia Dividend Income Inst2 | Purchase | 12/15/2022 | $250,001 - $500,000 |
10 | GMO Quality Fund I | Purchase | 12/15/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | National Foundation for Infectious Diseases | Bethesda, Maryland | National Foundation for Infectious Diseases Awards Gala Ticket | 500 |
Endnotes
Section | # | Description |
|---|---|---|
6 | 13.1 | Sold prior to year end |
6 | 13.2 | Sold prior to year end |
6 | 13.3 | Sold prior to year end |
6 | 13.4 | Sold prior to year end |
6 | 13.5 | Sold prior to year end |
6 | 13.6 | Sold prior to year end |
6 | 13.7 | Sold prior to year end |
6 | 13.8 | Sold prior to year end |
6 | 13.9 | Sold prior to year end |
6 | 13.10 | Sold prior to year end |
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