Estimated Net Worth
- $800 K - $2.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | |||
1.1 | iShares US Treasury Bond ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P US Value ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | None (or less than $1,001) | None (or less than $201) | |
1.4 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | None (or less than $1,001) | None (or less than $201) | |
1.7 | Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Russell 2000 Index Fund ETF Shares (VTWO) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares Core S&P US Growth ETF (IUSG) | $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 | The Stone House Group (Consulting) | salary | ||
2 | The Stone House Group 401(k) | |||
2.1 | Fidelity Advisor Freedom 2045 Fund Class A Shares (FFFZX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NY Saves 529 | |||
1.1 | Vanguard Total Stock Market Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Total International Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Total Bond Market II Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Total International Bond Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Brokerage Account | |||
2.1 | Diamond Hill Large Cap Fund Class A Shares (DHLAX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.2 | Edgewood Growth Fund Retail Class Shares (EGFFX) | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | Parametric TABS Intermediate-Term Municipal Bond Fund Class A Shares (EITAX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sold Residential Real Estate, Washington, DC NE (Rental Property) | Sale | 08/15/2023 | $250,001 - $500,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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