Estimated Net Worth
- $251 K - $819 K
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (04/19/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director of Information Technology and Security | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Meta Inc 401k | |||
1.1 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | $15,001 - $50,000 | $5,001 - $15,000 | |
2 | Roth IRA (WF) | |||
2.1 | iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.6 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
3 | PT Fund, Inc | Salary | $7,196 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Redwood City, California | I will continue to participate in this defined contribution plan (401k), but the plan sponsor no longer makes contributions. | 4/2018 | |
2 | Menlo Park, California | I will continue to participate in this defined contribution plan (401k), but the plan sponsor no longer makes contributions. | 3/2017 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Brokerage (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Brokerage Investment Account | |||
3.1 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Schwab US Broad Market ETF (SCHB) | $50,001 - $100,000 | $15,001 - $50,000 | |
3.3 | Schwab US Dividend Equity ETF (SCHD) | $1,001 - $15,000 | $2,501 - $5,000 | |
3.4 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $15,001 - $50,000 | $2,501 - $5,000 | |
3.6 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | $1,001 - $2,500 | |
3.7 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core MSCIEmerging Markets ETF (IEMG) | Sale | 07/12/2021 | $1,001 - $15,000 |
2 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Sale | 07/12/2021 | $1,001 - $15,000 |
3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 07/12/2021 | $1,001 - $15,000 |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Sale | 10/01/2021 | $1,001 - $15,000 |
5 | Schwab US Broad Market ETF (SCHB) | Purchase | 10/01/2021 | $1,001 - $15,000 |
6 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Sale | 07/12/2021 | $1,001 - $15,000 |
7 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 07/12/2021 | $1,001 - $15,000 |
8 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
9 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) / Vanguard Institutional Target Retirement 2055 Fund Institutional Class Shares (VIVLX) | Exchange | 02/26/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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