Estimated Net Worth
- $73 K - $456 K
Salary
- $144 K
Employment
- Started 07/01/2022
Financial Disclosure Details - OGE Form 278e (04/01/2023)
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 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Bank of America, NA RASP | None (or less than $1,001) | None (or less than $201) | |
3 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | |
6 | iShares Russell 1000 Growth ETF (IWF) | $1,001 - $15,000 | None (or less than $201) | |
7 | iShares Russell 1000 Value ETF (IWD) | $1,001 - $15,000 | None (or less than $201) | |
8 | MFS Value Fund Class I Shares (MEIIX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Oakmark International Fund Institutional Class Shares (OANIX) | $1,001 - $15,000 | None (or less than $201) | |
10 | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | $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 | Democratic National Committee | Salary | ||
2 | Democratic National Committee 401K | |||
2.1 | Vanguard 500 index fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | None (or less than $1,001) | None (or less than $201) | |
2 | Schwab S&P 500 Index Fund (SWPPX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3 | Invesco Emerging Markets Sovereign Debt ETF (PCY) | None (or less than $1,001) | None (or less than $201) | |
4 | Invesco Preferred ETF (PGX) | None (or less than $1,001) | None (or less than $201) | |
5 | iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | |
6 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | None (or less than $1,001) | None (or less than $201) | |
7 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
8 | iShares MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | |
9 | iShares TIPS Bond ETF (TIP) | None (or less than $1,001) | None (or less than $201) | |
10 | iShares Core MSCI EAFE ETF (IEFA) | $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 | JP Morgan Chase Bank | $250,001 - $500,000 | 2021 | 30 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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