Estimated Net Worth
- $156 K - $565 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/01/2024)
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 | Rollover IRA | IRA contribution | $806 | |
1.1 | BlackRock U.S. Carbon Transition Readiness ETF (LCTU) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares ESG Aware MSCI EM ETF (ESGE) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares ESG Aware MSCI USA ETF (ESGU) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares MSCI KLD 400 Social ETF (DSI) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares ESG Advanced MSCI EAFE Index ETF (DMXF) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | iShares ESG Advanced MSCI USA ETF (USXF) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares ESG USD Corporate Bond ETF (SUSC) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares ESG US Aggregate Bond ETF (EAGG) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) | $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 | U.S. bank acct #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank acct #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank acct #3 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares ESG US Aggregate Bond ETF (EAGG) | Purchase | 03/21/2023 | $1,001 - $15,000 |
2 | BlackRock World ex U.S. Carbon Transition Readiness ETF (LCTD) | Purchase | 07/24/2023 | $1,001 - $15,000 |
3 | iShares ESG MSCI EAFE ETF (ESGD) | Sale | 10/23/2023 | $1,001 - $15,000 |
4 | iShares ESG MSCI USA Small-Cap ETF (ESML) | Sale | 10/23/2023 | $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 |
|---|---|---|
2 | 1 | Per the filer, a deposit of $2,777.09 was processed on January 21, 2022 for my 2021 contribution. |
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