Estimated Net Worth
  • estimated net worth
    $233 K - $720 K
Salary
  • salary
    Unknown
Employment
  • Started 01/31/2022

Financial Disclosure Details - OGE Form 278e (06/13/2023)

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
Empower Retirement Account
$50,001 - $100,000
Dividends
$1,001 - $2,500
1.1
ESOP Fund/Lockheed Martin Corp Stock
$15,001 - $50,000
Dividends
$1,001 - $2,500
1.2
U.S. Large-Cap Equity Index Fund
$15,001 - $50,000
None (or less than $201)
1.3
U.S. Small & Mid-Cap Equity Index Fund
$1,001 - $15,000
None (or less than $201)
1.4
LMIMCO Target-Date Fund 2050
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
$15,001 - $50,000
Dividends
$201 - $1,000
2.1
ITOT - ISHARES CORE S&_ TOTAL US STOCK MARKET ETF
$1,001 - $15,000
None (or less than $201)
2.2
BRKB - Berkshire Hathaway INC CL B NEW
$1,001 - $15,000
None (or less than $201)
2.3
ARKG - ARK Genomic Revolution ETF
$1,001 - $15,000
None (or less than $201)
2.4
DFAS - Dimensional U.S. Small Cap ETF
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
2
Berkshire Hathaway Inc. (BRKB)
$15,001 - $50,000
None (or less than $201)
3
US bank Savings Account
$15,001 - $50,000
None (or less than $201)
4
US bank Checking Account
$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
American Education Services
$10,001 - $15,000
2006
Variable
2
Mohela
$15,001 - $50,000
2006
Variable

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
This entry represents three student loans owned by American Education Services. Each loan is under $10,000; however, in the aggregate, the loans total over $10,000. I incurred the loans between 2006-2008.
8
2
This entry represents six student loans owned/services by Mohela. Each loan is under $10,000; however, in the aggregate, the loans total over $10,000. I incurred the loans between 2006-2008.

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