Estimated Net Worth
- $993 K - $2.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2024)
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 |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Vanguard Treasury Money Market Fund Investor Shares (VUSXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | Dodge & Cox Stock Fund (DODGX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | SPDR Gold Shares ETF (GLD) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Prime Money Market Fund Admiral Shares (VMRXX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Sep IRA |
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 US Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FTSE All World Ex-US Index | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Vanguard FTSE All World Ex US Small Cap Index | $1,001 - $15,000 | None (or less than $201) | |
3 | Cambridge Associates 401 (K) | |||
3.1 | Polen Focus Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Dodge Cox Income Fund | None (or less than $1,001) | None (or less than $201) | |
3.3 | Oakmark International Fund Investor Class Shares (OAKIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Defense and Aerospace Portfolio (FSDAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | VanEck Vectors Junior Gold Miners ETF (GDXJ) | $1,001 - $15,000 | None (or less than $201) | |
3 | VanEck Vectors Gold Miners ETF (GDX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | |
5 | Digital Bridge (DBRG) | $1,001 - $15,000 | None (or less than $201) | |
6 | Global X US Infrastructure Development ETF (PAVE) | $15,001 - $50,000 | None (or less than $201) | |
7 | Krane Shares (KRBN) | $15,001 - $50,000 | None (or less than $201) | |
8 | KraneShares California Carbon A | $1,001 - $15,000 | None (or less than $201) | |
9 | Editas Medicine, Inc. (EDIT) | $1,001 - $15,000 | None (or less than $201) | |
10 | Sangamo Therapeutics, Inc. (SGMO) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
6 | 4 | Pioneer acquired by Exxon Mobil in 2023 |
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