Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/19/2022)

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
Northwestern Mutual IRA
1.1
Principal LargeCap S&P 500 Index Fund (PLSAX)
$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
Microsoft
Spouse Salary
2
Microsoft Common Corp
$500,001 - $1,000,000
Dividends
$1,001 - $2,500
3
Microsoft 401K
3.1
Fidelity Growth Commingled Pool Fund Class 3
$100,001 - $250,000
None (or less than $201)
3.2
Vanguard Russell 1000 Growth Index Trust
$100,001 - $250,000
None (or less than $201)
3.3
Artisan Mid Cap Fund
$50,001 - $100,000
None (or less than $201)
3.4
Vanguard Russell 2000 Growth Index Trust
$50,001 - $100,000
None (or less than $201)
3.5
Vanguard Institutional 500 Index Trust
$50,001 - $100,000
None (or less than $201)
3.6
International Growth Account
$15,001 - $50,000
None (or less than $201)
3.7
Blackrock LifePath Index 2050 Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank (Cash Account)
$100,001 - $250,000
None (or less than $201)
2
US Bank (Cash Account)
$15,001 - $50,000
None (or less than $201)
3
Northwest Mutual Whole Life Policy
$50,001 - $100,000
None (or less than $201)
4
Northwest Mutual Whole Life Policy
$15,001 - $50,000
None (or less than $201)
5
US Bank (Cash Account)
$1,001 - $15,000
None (or less than $201)
6
Money Market Cash Balances
$1,001 - $15,000
$201 - $1,000
7
iShares Dow Jones U.S. Index
$1,001 - $15,000
$201 - $1,000
8
U.S. Brokerage Account
8.1
Invesco QQQ TR ETF (QQQ)
$15,001 - $50,000
None (or less than $201)
8.2
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Microsoft Corp. (MSFT)
Sale
04/06/2021
$50,001 - $100,000
2
Microsoft Corp. (MSFT)
Sale
06/11/2021
$15,001 - $50,000
3
Microsoft Corp. (MSFT)
Sale
10/15/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Citibank
$15,001 - $50,000
2008
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
6
Receive as part of compensation plan; replaces RSUs from Microsoft employment. RSUs vest beginning Q4 2022 and quarterly thereafter.

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