Estimated Net Worth
  • estimated net worth
    $657 K - $2.5 M
Salary
  • salary
    $183 K
Employment
  • Started 01/25/2021

Financial Disclosure Details - OGE Form 278e (04/25/2022)

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
IRA ME
1.1
American Euro Pacific (AEPFX)
$1,001 - $15,000
None (or less than $201)
1.2
American Century Short (APOIX)
None (or less than $1,001)
None (or less than $201)
1.3
Barron Asset FD CL INST (BARIX)
$1,001 - $15,000
None (or less than $201)
1.4
Invesco Balanced Risk (BRCYX)
$1,001 - $15,000
None (or less than $201)
1.5
Dogde & Cox Income Fund (DODIX)
$1,001 - $15,000
None (or less than $201)
1.6
Fidelity Advisor New (FINSX)
$15,001 - $50,000
None (or less than $201)
1.7
Goldman Sacs Intl Small Cap (GICIX)
$1,001 - $15,000
None (or less than $201)
1.8
Goldman Sacs Absolute Return (GJRTX)
$1,001 - $15,000
None (or less than $201)
1.9
John Hancock Disciplined Value Mid Cap (JVMIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/2018
2
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
4/2018

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 ME1
1.1
ISHARES MSCI ACWI ETF (ACWI)
$1,001 - $15,000
None (or less than $201)
1.2
AMERICAN CENTURY (ADFIX)
None (or less than $1,001)
None (or less than $201)
1.3
ISHARES MSCI ACWI LOW CARBON (CRBN)
$1,001 - $15,000
None (or less than $201)
1.4
DODGE & COX INCOME FUND (DODIX)
None (or less than $1,001)
None (or less than $201)
1.5
SPDR GOLD TRUST (GLD)
$1,001 - $15,000
None (or less than $201)
1.6
ISHARES CORE S&P MID-CAP (IJH)
$1,001 - $15,000
None (or less than $201)
1.7
SCHWAB US BROAD MARKET (SCHB)
$15,001 - $50,000
None (or less than $201)
1.8
SCHWAB US REIT ETF (SCHH)
$1,001 - $15,000
None (or less than $201)
1.9
SCHWAB US AGGREGATE BOND ETF (SCHZ)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account 1
$100,001 - $250,000
None (or less than $201)
2
U.S. bank account 2
$50,001 - $100,000
None (or less than $201)
3
CD 1
$15,001 - $50,000
None (or less than $201)
4
Northwestern Mutual, whole
$15,001 - $50,000
None (or less than $201)
5
Northwestern Mutual, whole
$15,001 - $50,000
None (or less than $201)
6
Joint Investment Account 1 (Brokerage)
6.1
ISHARES CORE US AGGREGATE BOND ETF (AGG)
$15,001 - $50,000
$201 - $1,000
6.2
VANGUARD TOTAL BOND MKT (BND)
$1,001 - $15,000
$201 - $1,000
6.3
ISHARES MSCI ACWI LOW CARBON (CRBN)
$1,001 - $15,000
None (or less than $201)
6.4
DODGE & COX INCOME FUND (DODIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nelnet
$15,001 - $50,000
2005
25 years

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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