Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.0 M - $6.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/17/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
, California
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA#2 Fidelity Investments
1.1
Fidelity Government Cash Reserves (FDRXX)
$250,001 - $500,000
None (or less than $201)
2
IRA#3 Vanguard
2.1
Vanguard Target Retirement 2025 (VTTVX)
$15,001 - $50,000
None (or less than $201)
3
IRA #1 Charles Schwab
3.1
Charles Schwab Bank Sweep
$50,001 - $100,000
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
IRA#1: Charles Schwab
1.1
Charles Schwab Bank Sweep
$100,001 - $250,000
Interest
None (or less than $201)
2
IRA#2: Charles Schwab SEP
2.1
Charles Schwab Bank Sweep
$250,001 - $500,000
Interest
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
AVIVA Annuity
$50,001 - $100,000
None (or less than $201)
2
Charles Schwab Bank Sweep
$250,001 - $500,000
Interest
None (or less than $201)
3
Charles Schwab Vanguard 500 Index Fund (VFIAX)
$250,001 - $500,000
$5,001 - $15,000
4
Fidelity Investments Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
$5,001 - $15,000
5
Vanguard Extended Market Index Fund Admiral Shares (VEXAX)
$250,001 - $500,000
$5,001 - $15,000
6
Navy Federal Credit Union-Savings
$15,001 - $50,000
Interest
None (or less than $201)
7
Navy Federal Credit Union-Checking
$1,001 - $15,000
None (or less than $201)
8
Wells Fargo-Savings
$1,001 - $15,000
None (or less than $201)
9
Partners Federal Credit Union
$1,001 - $15,000
None (or less than $201)
10
Undeveloped Land, San Luis Obispo County, CA
$500,001 - $1,000,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
01/29/2021
$250,001 - $500,000
2
Fidelity 500 Index Fund (FXAIX)
Sale
01/29/2021
$500,001 - $1,000,000
3
Vanguard Extended Market Index Fund Admiral Shares (VEXAX)
Sale
01/29/2021
$250,001 - $500,000
4
Fidelity Magellan Fund (FMAGX)
Sale
01/29/2021
$250,001 - $500,000
5
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
01/29/2021
$50,001 - $100,000
6
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
01/29/2021
$100,001 - $250,000
7
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
01/29/2021
$250,001 - $500,000

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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