Estimated Net Worth
- $661 K - $2.1 M
Salary
- Unknown
Employment
- Started 07/30/2021
Records
- OGE Form 278t (02/06/2023)
- OGE Form 278t (11/22/2022)
- OGE Form 278t (08/25/2022)
- OGE Form 278t (06/29/2022)
- OGE Form 278t (06/01/2022)
- OGE Form 278e (05/13/2022)
- OGE Form 278t (03/15/2022)
- OGE Form 278t (01/27/2022)
- OGE Form 278t (12/21/2021)
- OGE Form 278t (11/30/2021)
- OGE Form 278t (10/28/2021)
- OGE Form 278t (10/28/2021)
- OGE Form 278t (09/28/2021)
- OGE Form 278e (04/01/2021)
- Certificate of Divestiture
- Resume
Financial Disclosure Details - OGE Form 278e (05/13/2022)
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 | Roth IRA | |||
1.1 | Schwab U.S. Broad Market ETF (SCHB) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Schwab Target 2040 Fund (SWERX) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Kellogg (K) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Harding Loevner Global Equity Portfolio Advisor Class Mutual Fund (HLMGX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab Target 2040 Fund (SWERX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard S&P Small-Cap 600 Growth Index Fund ETF (VIOG) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | AllianzGI Convertible Fund Class A Shares (ANZAX) | $1,001 - $15,000 | 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 | Roth IRA | |||
1.1 | Retirement - Metropolitan West Total Return Bond Fund Class (MWTRX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Retirement - Schwab Core Equity Fund (SWANX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Retirement - T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Retirement - Vanguard Small-Cap Growth ETF (VBK) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Retirement - Dodge & Cox Global Stock Fund (DODWX) | $1,001 - $15,000 | None (or less than $201) | |
2 | 403B: Center for Strategic and International Studies | |||
2.1 | Retirement - Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Retirement - CREF Stock R2 | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Retirement - CREF Growth R2 | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage | |||
1.1 | Anheuser Busch (BUD) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | CVS Health Corp. (CVS) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.3 | Energy Transfer LP (ET) | $15,001 - $50,000 | Dividends | None (or less than $201) |
1.4 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.5 | Nissan Motor Co (NSANY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Pilgrim's Pride Corp. (PPC) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Procter & Gamble Co. (PG) | None (or less than $1,001) | None (or less than $201) | |
1.8 | Roche Hldg (RHHBY) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.9 | Schlumberger NV (SLB) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Tenneco, Inc. (TEN) | Purchase | 03/01/2021 | $1,001 - $15,000 |
2 | Anheuser-Busch (BUD) | Purchase | 10/04/2021 | $1,001 - $15,000 |
3 | WW International, Inc. (WW) | Purchase | 10/12/2021 | $1,001 - $15,000 |
4 | Schwab US Large-Cap Growth ETF (SCHG) | Purchase | 11/26/2021 | $50,001 - $100,000 |
5 | Schwab US Large-Cap Growth ETF (SCHG) | Purchase | 11/26/2021 | $50,001 - $100,000 |
6 | VMware, Inc. (VMW) | Sale | 10/27/2021 | $15,001 - $50,000 |
7 | Verizon Communications, Inc. (VZ) | Sale | 10/28/2021 | $15,001 - $50,000 |
8 | Hanesbrands, Inc. (HBI) | Purchase | 10/12/2021 | $1,001 - $15,000 |
9 | Procter & Gamble Co. (PG) | Sale | 12/03/2021 | $1,001 - $15,000 |
10 | VMware, Inc. (VMW) | Purchase | 09/23/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Federal Home Loan Mortgage Corporation | $500,001 - $1,000,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | VA 529E Parent Account held for Dependent Beneficiary |
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