Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | Roth IRA | |||
1.1 | US Brokerage Institution (cash account) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | WisdomTree TR US Total DIV Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Expanded Tech Sector ETF (IGM) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares PHLX Semiconductor ETF (SOXX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Health care SEL SECT SPDR FD | $1,001 - $15,000 | None (or less than $201) | |
2 | Traditional IRA | |||
2.1 | CAMBRIA SHAREHLDR YIELD ETF (SYLD) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | FIRST TRUST MID CAP VALUE (FNK) | $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 | Global Blood Therapeutics | Salary, bonus | ||
2 | Pfizer | salary, bonus | ||
3 | Pfizer, 401(k) (formerly Global Blood Therapeutics) | |||
3.1 | Vanguard Target 2030 | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Target 2035 | $15,001 - $50,000 | None (or less than $201) | |
4 | Brain Injury Association of America, Inc., 403(b) defined contribution plan | |||
4.1 | TIAA Traditional | $50,001 - $100,000 | None (or less than $201) | |
4.2 | CREF Growth Account R1 (QCRRX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Roth IRA | |||
5.1 | US brokerage firm - bank deposit account (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank #1 (cash accounts) | $1,001 - $15,000 | None (or less than $201) | |
2 | US domestic credit union #1 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
3 | AMERICAN 529 GLOBAL BAL C (CBFCX) | $100,001 - $250,000 | $201 - $1,000 | |
4 | AMERICAN GR FD OF AMER 529C (CGFCX) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American 529 Global Bal C | Sale | 12/21/2023 | $1,001 - $15,000 |
2 | American GR OF American 529 | Purchase | 12/15/2023 | $1,001 - $15,000 |
3 | American GR OF American 529 | Sale | 12/15/2023 | $1,001 - $15,000 |
4 | MSF Value 1 (MEIIX) | Purchase | 12/14/2023 | $1,001 - $15,000 |
5 | MSF Value 1 Reinvestment | Sale | 12/14/2023 | $1,001 - $15,000 |
6 | Match Group, Inc. (MTCH) | Sale | 11/07/2023 | $15,001 - $50,000 |
7 | Match Group, Inc. (MTCH) | Sale | 11/07/2023 | $1,001 - $15,000 |
8 | WisdomTree US Total Dividend Fund (DTD) | Purchase | 10/02/2023 | $1,001 - $15,000 |
9 | iShares PHLX Semiconductor ETF (SOXX) | Purchase | 10/02/2023 | $1,001 - $15,000 |
10 | SPDR S&P 500 ESG ETF SPDR S&P 500 ESG ETF (EFIV) | Purchase | 10/02/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $15,001 - $50,000 | 2023 | n/a |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | former company acquired by Pfizer in 2022 |
5 | 3 | Spouse's former employer, Global Blood Therapeutics, was acquired by Pfizer in 2022. |
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