Estimated Net Worth
- $370 K - $1.0 M
Salary
- $183 K
Employment
- Started 10/24/2021
Financial Disclosure Details - OGE Form 278e (05/14/2023)
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 | McKinsey & Company | |||
1.1 | Profit-Sharing Retirement Plan | $100,001 - $250,000 | ||
1.2 | Money Purchase Pension Plan | $50,001 - $100,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Atlanta, Georgia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2016 |
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 | The Fund CXO | Consulting fees | ||
2 | MFS ROTH IRA | |||
2.1 | MFS Aggressive Growth Allocation Fund Class A (MAAGX) | $50,001 - $100,000 | ||
3 | JP Morgan Chase 401(k) Savings Plan | |||
3.1 | Target Date 2050 Fund | $15,001 - $50,000 | ||
4 | SEP IRA | None (or less than $1,001) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | US bank #2 | $50,001 - $100,000 | None (or less than $201) | |
3 | Charles Schwab Intelligent Portfolio | |||
3.1 | Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | ||
3.2 | Schwab US Large-Cap ETF (SCHX) | $1,001 - $15,000 | ||
3.3 | Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) | $1,001 - $15,000 | ||
3.4 | Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | ||
3.5 | Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | ||
3.6 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | ||
3.7 | iShares Core US REIT ETF (USRT) | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Nothing reported in this section | ||
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