Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.7 M
Salary
- Unknown
Employment
- Started 08/01/2021
Records
Financial Disclosure Details - OGE Form 278e (05/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Broomfield, Colorado | Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | VEMAX-Vanguard Emerging Markets Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | VTIAX-Vanguard Total International Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #4 | |||
3.1 | VWUSX-Vanguard U.S. Growth Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | Roth #1 | |||
4.1 | VEMAX-Vanguard Emerging Markets Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
5 | IRA #3 | |||
5.1 | Vanguard Energy Fund Investor Shares (VGENX) | $15,001 - $50,000 | 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 | Friends of Schumer | consulting fees | ||
2 | IMPACT (Schumer Leadership PAC) | consulting fees | ||
3 | Spouse IRA #1 | |||
3.1 | VDADX-Vanguard Dividend Appreciation Index Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Spouse IRA #2 | |||
4.1 | VGPMX-Vanguard Global Capital Cycles Fund Investor Shares | $15,001 - $50,000 | None (or less than $201) | |
5 | Spouse IRA #3 | |||
5.1 | VHGEX-Vanguard Global Equity Inv. | $50,001 - $100,000 | None (or less than $201) | |
6 | Spouse IRA #4 | |||
6.1 | VWIGX-Vanguard International Growth Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Equity Income Fund Admiral Shares (VEIRX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Fidelity Small Cap Enhanced Index Fund (FCPEX) | $15,001 - $50,000 | $5,001 - $15,000 | |
3 | Fidelity Overseas Fund (FOSFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | Fidelity Blue Chip Value Fund (FBCVX) | $50,001 - $100,000 | $201 - $1,000 | |
5 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $50,001 - $100,000 | $201 - $1,000 | |
6 | T Rowe Price US Large-Cap Core Fund, Inc (TRULX) (formerly PRGIX-T. Row Price Growth & Income) | $50,001 - $100,000 | $2,501 - $5,000 | |
7 | T Rowe Price International Value Equity Fund (TRIGX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | US bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
9 | US credit union #1 (cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
10 | US bank #2 (cash) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Equity Income Fund Admiral Shares (VEIRX) | Sale | 01/05/2021 | $1,001 - $15,000 |
2 | Vanguard Energy Fund Investor Shares (VGENX) | Purchase | 02/16/2021 | $1,001 - $15,000 |
3 | VanguardGlobal Capital Cycles Fund Investor Shares (VGPMX) | Purchase | 02/16/2021 | $1,001 - $15,000 |
4 | T Rowe Price Growth & Income Fund, Inc (PRGIX) | Exchange | 03/05/2021 | $15,001 - $50,000 |
5 | T Rowe Price US Large-Cap Core Fund, Inc (TRULX) | Exchange | 03/05/2021 | $15,001 - $50,000 |
6 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | Sale | 05/13/2021 | $1,001 - $15,000 |
7 | T Rowe Price US Large-Cap Core Fund, Inc (TRULX) | Sale | 05/24/2021 | $1,001 - $15,000 |
8 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | Sale | 09/16/2021 | $1,001 - $15,000 |
9 | Fidelity Small Cap Enhanced Index Fund (FCPEX) | Sale | 09/20/2021 | $1,001 - $15,000 |
10 | T Rowe Price International Value Equity Fund (TRIGX) | Sale | 11/03/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
7 | 4 | The investment company closed and merged it into another fund. |
7 | 5 | The investment company closed a fund and transferred the holdings into this fund |
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