Estimated Net Worth
- $333 K - $1.2 M
Salary
- Unknown
Records
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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Total Bond Fund (FTBFX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard STAR Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | None (or less than $201) | |
2 | Voya Financial 401(k) | |||
2.1 | PGIM Total Return Bond Fund Class R6 Shares (PTRQX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | NCEC Services, LLC |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Global Ex US Index Fund (FSGGX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Schwab Fundamental International Large Company Index ETF (FNDF) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $201 - $1,000 | |
5 | Vanguard Total Bond Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
6 | American Funds Strategic Bond Fund Class F1 Shares | $1,001 - $15,000 | None (or less than $201) | |
7 | ClearBridge International Growth Fund Class A Shares (LGGAX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Cullen High Dividend Equity Fund Retail Class Shares (CHDEX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Brokerage Cash Account | $15,001 - $50,000 | None (or less than $201) | |
10 | Federated Kaufmann Small Cap Fund Class A Shares (FKASX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Grayscale Bitcoin Trust (BTC) | Sale | 04/19/2023 | $1,001 - $15,000 |
2 | Biogen Inc. (BIIB) | Sale | 04/19/2023 | $1,001 - $15,000 |
3 | Grayscale Ethereum Trust | Sale | 04/19/2023 | $1,001 - $15,000 |
4 | Grayscale Future of Finance ETF Grayscale Future of Finance ETF (GFOF) | Sale | 04/19/2023 | $1,001 - $15,000 |
5 | Vanguard Global ex-US Real Estate Index Fund ETF Shares (VNQI) | Sale | 04/19/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Visa | $10,001 - $15,000 | 2023 | Revolving |
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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