Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/05/2024)
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 | SEP IRA | |||
1.1 | DoubleLine Core Fixed Income Fund Class (IDBLFX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | WCM Focused International Growth Fund Instit. class (WCMIX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Nuance Mid Cap Value Fund Instit. class (NMVLX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | iShares Russell 2000 Value ETF (IWN) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | DoubleLine Core Fixed Income Fund (DBLFX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | FDIC Insured Deposit Account IDA13 | None (or less than $1,001) | None (or less than $201) | |
3 | Murmuration | |||
3.1 | SSgA Emerging Markets Index Retirement Account | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Murmuration | New York, New York | I will not contribute to this defined contribution plan after my separation. | 11/2018 |
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 | Rollover IRA | |||
1.1 | Muzinich Credit Opportunities Fund Supra Instit. (MZCSX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Federated Hermes Strategic Value Dividend Fund (SVAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Money Market Deposit Account | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Polen Growth Fund Institutional Class (POLIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | SEP IRA | |||
2.1 | iShares Preferred and Income Securities ETF (PFF) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | AMG Yacktman Fund (YACKX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Money Market Deposit Acct MMDA13 | $1,001 - $15,000 | None (or less than $201) | |
3 | Little m Media (communications consultancy) (Value difficult to ascertain) | Consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Tenants WROS | None (or less than $201) | ||
1.1 | Castle Focus Fund Investor Class Shares (MOATX) | $50,001 - $100,000 | None (or less than $201) | |
2 | American Funds 529 (Child #1) | |||
2.1 | American Funds US Government Money Market Fund Class 529-A Shares (AAFXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds College 2024 Fund Class 529-A Shares (CFTAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | American Funds (Child #2) | |||
3.1 | American Funds US Government Money Market Fund Class 529-A Shares (AAFXX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American Funds College 2027 Fund Class 529-A Shares (CSTAX) | $100,001 - $250,000 | None (or less than $201) | |
4 | First Republic Bank (San Francisco, California) (FRC) | $250,001 - $500,000 | None (or less than $201) | |
5 | Capitol One Personal Savings and Checking Accounts | $100,001 - $250,000 | 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 |
|---|---|---|
5 | 3 | The LLC is now fully run by spouse as her employment, but is jointly owned (spouse and filer). no work for Little m. Filer has appropriate 208 recusal in EA based on ownership interest -- SO |
6 | 4 | Bank account for little m media, llc partnership |
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