Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.0 M
Salary
- Unknown
Employment
- Started 04/07/2022
Financial Disclosure Details - OGE Form 278e (02/03/2023)
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 |
|---|---|---|---|---|
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 CONSUMER STAPLES ETF (VDC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2 | VANGUARD LONG TERM CORP BOND ETF (VCLT) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
3 | VANGUARD LONG TERM GOVERNMENT BOND ETF (VGLT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | VANGUARD REIT INDEX ETF (VNQ) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
5 | Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
6 | Vanguard Target Retirement 2035 Fund Investor Shares (VTTHX) | $50,001 - $100,000 | Capital Gains Dividends | $1,001 - $2,500 |
7 | US credit union #1 (checking, savings) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
8 | VANGUARD TOTAL STOCK MARKET ETF (VTI) | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
9 | Residential real estate, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
10 | Residential real estate, Washington, DC | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Health Care Index Fund ETF Class Shares (VHT) | Sale | 04/14/2022 | $15,001 - $50,000 |
2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 04/18/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SDFCU | $50,001 - $100,000 | 2012 | 20 yrs. |
2 | Huntington Bank | $250,001 - $500,000 | 2015 | 30 yrs. |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | This was my principal residence until it was rented out beginning September 2018. |
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