Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $5.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (10/02/2022)
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 | IRRA/Westend Glbl Bal Strategy | $500,001 - $1,000,000 | Dividends | $5,001 - $15,000 |
1.1 | Communication Services Select Sector SPDR Fund (XLC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.2 | Consumer Discretionary Select Sector SPDR Fund (XLY) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
1.3 | Health Care Select Sector SPDR Fund (XLV) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
1.4 | iShares 3-7 Year Treasury Bond ETF (IEI) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.5 | iShares US Financial Services ETF (IYG) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.6 | iShares Core MSCI Europe ETF (IEUR) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.7 | Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.8 | Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.9 | Technology Select Sector SPDR Fund (XLK) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
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 | John A. Hartford Foundation | director fees | ||
2 | Target Smart (Consulting) | consulting fees | ||
3 | Seven Letter | Salary, bonus | ||
4 | Individual Retirement Account | $250,001 - $500,000 | None (or less than $201) | |
4.1 | Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | $1,001 - $2,500 | |
4.3 | First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | $1,001 - $2,500 | |
4.4 | First Trust Cloud Computing ETF (SKYY) | $1,001 - $15,000 | $1,001 - $2,500 | |
4.5 | Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | $1,001 - $2,500 | |
4.6 | Invesco Emerging Markets Sovereign Debt ETF (PCY) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CMA/CIO MOD AGG ETF Sector | $100,001 - $250,000 | ||
1.1 | First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | First Trust Cloud Computing ETF (SKYY) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Global X US Infrastructure Development ETF (PAVE) | None (or less than $1,001) | None (or less than $201) | |
1.4 | Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Invesco Preferred ETF (PGX) | None (or less than $1,001) | None (or less than $201) | |
1.6 | iShares Nasdaq Biotechnology ETF (IBB) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares US Regional Banks ETF (IAT) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Global X US Infrastructure Development ETF (PAVE) | Purchase | 07/12/2021 | $1,001 - $15,000 |
2 | iShares US Regional Banks ETF (IAT) | Purchase | 07/12/2021 | $1,001 - $15,000 |
3 | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) | Purchase | 07/12/2021 | $1,001 - $15,000 |
4 | Real Estate Select Sector SPDR Fund (XLRE) | Purchase | 11/17/2021 | $1,001 - $15,000 |
5 | Energy Select Sector SPDR Fund (XLE) | Purchase | 03/09/2021 | $1,001 - $15,000 |
6 | iShares US Financial Services ETF (IYG) | Purchase | 05/06/2021 | $1,001 - $15,000 |
7 | iShares Core MSCI Europe ETF (IEUR) | Purchase | 05/06/2021 | $15,001 - $50,000 |
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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