Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.9 M
Salary
  • salary
    Unknown
Employment
  • Started 06/21/2021

Financial Disclosure Details - OGE Form 278e (08/13/2023)

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
KCRW Foundation 403(b) TDA Plan
1.1
TIAA Traditional (fixed annuity)
$1,001 - $15,000
None (or less than $201)
1.2
TIAA-CREF International Equity Fund Institutional Class Shares (TIIEX)
$1,001 - $15,000
None (or less than $201)
1.3
TIAA-CREF Large-Cap Value Fund Institutional Class Shares (TRLIX)
$1,001 - $15,000
None (or less than $201)
1.4
TIAA-CREF Mid-Cap Growth Fund Institutional Class Shares (TRPWX)
None (or less than $1,001)
None (or less than $201)
1.5
TIAA-CREF Quant Small-Cap Equity Fund Institutional Class Shares (TISEX)
None (or less than $1,001)
None (or less than $201)
1.6
TIAA-CREF Large-Cap Growth Fund Institutional Class Shares (TILGX)
$1,001 - $15,000
None (or less than $201)
1.7
CREF Bond Market R1 (QCBMRX)
None (or less than $1,001)
None (or less than $201)
1.8
CREF Inflation-Linked Bond R1 (QCILRX)
$1,001 - $15,000
None (or less than $201)
1.9
CREF Global Equities R1 (QCGLRX)
$1,001 - $15,000
None (or less than $201)

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
Red Ventures LLC (Marketing technology)
$250,001 - $500,000
salary, bonus
2
Red Ventures, ESOP Account
$100,001 - $250,000
Dividends
$5,001 - $15,000
3
IRA #1
3.1
AMERICAN CENTURY EQUITY INCOME CL A (TWEAX)
$15,001 - $50,000
3.2
CARILLON CLARIVEST INTL STOCK CL I (EISIX)
$1,001 - $15,000
3.3
JANUS HENDERSON FORTY CL A (JDCAX)
$15,001 - $50,000
3.4
MATTHEWS ASIA CHINA INVESTOR CL (MCHFX)
$1,001 - $15,000
3.5
VIRTUS NEWFLEET MULTI SECTOR SHORT TERM BOND CL A (NARAX)
$1,001 - $15,000
3.6
VIRTUS CEREDEX MID CAP VALUE EQUITY CL A (SAMVX)
$1,001 - $15,000
3.7
ISHARES MSCI EMERGING MARKETS ETF (EEM)
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
1.1
Enrollment Portfolio Active
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
3
Mass Mutual Whole Life Insurance
$500,001 - $1,000,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Electronic Arts, Inc. (EA) 401k
Exchange
03/10/2022
$15,001 - $50,000
2
Johnson & Johnson 401k
Exchange
03/10/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
AES
$15,001 - $50,000
2000
Until paid
2
Red Ventures
$100,001 - $250,000
2022
Until paid

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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