Estimated Net Worth
- $434 K - $1.2 M
Salary
- Unknown
Employment
- Started 01/22/2021
Financial Disclosure Details - OGE Form 278e (05/14/2023)
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 | Vanguard Rollover IRA Brokerage | |||
1.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Vanguard Mid-Cap Value Index Fund Admiral Class Shares (VMVAX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | None (or less than $1,001) | None (or less than $201) | |
2 | Vanguard Roth IRA Brokerage | $1,001 - $15,000 | None (or less than $201) | |
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $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 | Self-Employment (Anderson Wier Studio) (Interior Design) | consulting fees | ||
2 | Vanguard Rollover IRA Brokerage | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | None (or less than $1,001) | None (or less than $201) | |
3 | Vanguard Roth IRA | |||
3.1 | Vanguard Target Retirement 2040 Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | Darryl Carter Inc., Retirement Plan | |||
4.1 | Equitable Target 2045 Allocation | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Arden Life Irrevocable Trust | $100,001 - $250,000 | None (or less than $201) | |
1.1 | Arden Life Insurance | $100,001 - $250,000 | None (or less than $201) | |
2 | Northwestern Mutual 65 Extra Ordinary Life Insurance | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Sale | 04/25/2022 | $50,001 - $100,000 |
2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Purchase | 04/25/2022 | $50,001 - $100,000 |
3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 05/17/2022 | $50,001 - $100,000 |
4 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Purchase | 05/17/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mohela | $15,001 - $50,000 | 2006 | 30 |
2 | USAA Federal Savings Bank | $15,001 - $50,000 | 2021 | Revolving |
3 | USAA Federal Savings Bank | $15,001 - $50,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.1 | I am one of three beneficiaries; this value represents my share. |
7 | 1 | Rollover from Friends Committee on National Legislation Vanguard Retirement Account |
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