Estimated Net Worth
- $647 K - $1.9 M
Salary
- $130 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/24/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Innosight (Strategy consulting) | salary, bonus | ||
2 | Innosight - Employer Defined Contribution | |||
2.1 | WT BR Lifepath 2055 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Growth Company Fund (FDGRX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | Charles Schwab Brokerage | |||
2.1 | Schwab US REIT ETF (SCHH) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Schwab Fundamental US Small Company Index ETF (FNDA) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Schwab International Equity ETF (SCHF) | None (or less than $1,001) | None (or less than $201) | |
2.6 | Schwab US Large-Cap ETF (SCHX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Schwab US Small-Cap ETF (SCHA) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab US Large-Cap ETF (SCHX) | Purchase | 07/20/2021 | $1,001 - $15,000 |
2 | Schwab US Small-Cap ETF (SCHA) | 07/20/2021 | $1,001 - $15,000 | |
3 | Schwab Fundamental US Large Company Index ETF (FNDX) | Purchase | 07/20/2021 | $1,001 - $15,000 |
4 | Schwab Fundamental US Small Company Index ETF (FNDA) | Purchase | 07/20/2021 | $1,001 - $15,000 |
5 | Schwab Fundamental International Large Company Index ETF (FNDF) | Purchase | 07/20/2021 | $1,001 - $15,000 |
6 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Purchase | 07/20/2021 | $1,001 - $15,000 |
7 | Schwab US Large-Cap ETF (SCHX) | Purchase | 10/04/2021 | $1,001 - $15,000 |
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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