Estimated Net Worth
- $864 K - $2.0 M
Salary
- Unknown
Employment
- Started 01/13/2022
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 | Roth IRA | |||
1.1 | Fidelity Freedom 2035 | $15,001 - $50,000 | 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 | Traditional IRA | |||
1.1 | Vanguard S&P 500 Index ETF | $15,001 - $50,000 | None (or less than $201) | |
2 | ROTH IRA | |||
2.1 | Vanguard S&P 500 Index ETF | $50,001 - $100,000 | $1,001 - $2,500 | |
2.2 | Netflix | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Dependent UTMA Account | |||
1.1 | Disney | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Tesla | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard 500 Index Fund Admiral Shares | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Vanguard S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2 | Apple | $15,001 - $50,000 | None (or less than $201) | |
3 | Costco Wholesale Corp. (COST) | $50,001 - $100,000 | Capital Gains Dividends Interest | $201 - $1,000 |
4 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
5 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | Purchase | 03/18/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2013 | 30 year |
2 | National Mortgage LLC | $500,001 - $1,000,000 | 2020 | 30 year |
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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