Estimated Net Worth
- $415 K - $1.3 M
Salary
- Unknown
Employment
- Started 09/28/2021
Financial Disclosure Details - OGE Form 278e (05/12/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard International Fund | $1,001 - $15,000 | $201 - $1,000 | |
2 | U.S. credit union account (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | Brokerage account | |||
3.1 | Alphabet Inc CAP STOCK | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
3.2 | POWERSHARES QQQ TR UNIT SER 1 (QQQ) | $100,001 - $250,000 | $201 - $1,000 | |
3.3 | SPDR SERIES TRUST BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF (CWB) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | Vanek Vectors ETF TR Morningstar Wide (MOAT) | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | APPLE INC | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
3.6 | ISHARES CORE S&P US VALUE ETF (IUSV) | $15,001 - $50,000 | $201 - $1,000 | |
3.7 | ISHARES TR CORE MSCI TOTAL (IXUS) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alphabet, Inc. (GOOGL) | Sale | 12/02/2021 | $15,001 - $50,000 |
2 | Apple, Inc. (AAPL) | Sale | 12/02/2021 | $15,001 - $50,000 |
3 | Health Care Select Sector SPDR Fund (XLV) | Sale | 12/02/2021 | $1,001 - $15,000 |
4 | SPDR SER TR S&P BIOTECH (XBI0 | Sale | 12/02/2021 | $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 |
|---|---|---|
6 | 3.1 | As instructed by L/Ethics, upon my confirmation as Assistant Secretary of State, I sold this asset. See Transactions. |
6 | 3.5 | As instructed by L/Ethics, upon my confirmation as Assistant Secretary of State, I sold this asset. See transactions. |
6 | 3.13 | As instructed by L/Ethics, upon my confirmation as Assistant Secretary of State, I sold this asset. See Transactions. |
6 | 3.16 | As instructed by L/Ethics, upon my confirmation as Assistant Secretary of State, I sold this asset. See Transactions. |
6 | 4 | As instructed by L/Ethics, upon confirmation I sold this asset. Please see Transactions. |
7 | 4 | The sale price was $338.48 |
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