Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $4.1 M
Salary
- Unknown
Employment
- Started 08/01/2019
Financial Disclosure Details - OGE Form 278e (05/01/2023)
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 | IRA #1 | |||
1.1 | Invesco Oppenheimer International Small-Mid Company Y | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Parnassus Core Equity Inv | $50,001 - $100,000 | $5,001 - $15,000 | |
1.3 | iShares S&P 500 Growth ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | iShares Core S&P Small Cap ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Vanguard REIT Index ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
1.6 | Principal Mid Cap Instl | $50,001 - $100,000 | $1,001 - $2,500 | |
1.7 | John Hancock International I (GOGIX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.8 | Merck & Co | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.9 | Johnson & Johnson | $1,001 - $15,000 | Dividends | $201 - $1,000 |
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 #2 | |||
1.1 | Loomis Sayles Core Plus Bond Y | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Invesco Oppenheimer International Growth Y | $50,001 - $100,000 | $201 - $1,000 | |
1.3 | First Trust US Equity Opptys ETF | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Blackrock High Yield Bond Instl CL | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | Fidelity Advisor Growth Opportunities Class I | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Invesco International Small Mid Company CL Y (OSMYX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | First Trust Cloud Computing ETF (SKYY) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | First Trust Exchange Traded Fund VI Rising Div Achievers | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Invesco Solar ETF (TAN) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Property, Washington, D.C. | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Property, Washington, D.C. | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | U.S. bank account #1 (cash) (WF) | $15,001 - $50,000 | None (or less than $201) | |
4 | River Source Indexed Universal Life Policy | $15,001 - $50,000 | None (or less than $201) | |
5 | River Source Indexed Universal Life Policy | $15,001 - $50,000 | None (or less than $201) | |
6 | 529 DC College Savings Plan #1 | |||
6.1 | Schwab US REIT ETF | None (or less than $1,001) | None (or less than $201) | |
6.2 | iShares MSCI EAFE International Index Fund | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Vanguard Total Stock Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
6.4 | Vanguard Emerging Markets Stock Index Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares International Select Dividend ETF (IDV) | Purchase | 05/23/2022 | $1,001 - $15,000 |
2 | Vanguard Growth ETF (VUG) | Purchase | 05/23/2022 | $15,001 - $50,000 |
3 | Vanguard Value (VTV) | Purchase | 05/23/2022 | $1,001 - $15,000 |
4 | Wisdom Tree U S Small Cap Dividend ETF (DES) | Purchase | 05/23/2022 | $1,001 - $15,000 |
5 | American Century Disciplined Growth CL I (ADCIX) | Sale | 05/23/2022 | $50,001 - $100,000 |
6 | Fidelity Total Market Index (FSKAX) | Sale | 05/23/2022 | $1,001 - $15,000 |
7 | Blackrock Strategic Municipal Opportunities Instl Cl (MAMTX) | Sale | 10/18/2022 | $15,001 - $50,000 |
8 | Calvert Equity Instl CL (CEYIX) | Sale | 10/18/2022 | $15,001 - $50,000 |
9 | Eaton Vance National Municipal Income CL I (EIHMX) | Sale | 10/18/2022 | $1,001 - $15,000 |
10 | Clearbridge International Growth CL I (LMGNX) | Sale | 10/18/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Quicken Loans | $100,001 - $250,000 | 2017 | 30 year |
2 | Wells Fargo | $50,001 - $100,000 | 2017 | 30 year |
3 | NewRez | $250,001 - $500,000 | 2019 | 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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