Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $2.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/16/2024)
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 | Fidelity ZERO Total Market Index Fund (FZROX) | $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 | Verizon Communications, Inc. | salary, compensation | ||
2 | Verizon Restricted Stock Units | $1,001 - $15,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Fidelity ZERO Total Market Index Fund (FZROX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Verizon 401(k) | |||
4.1 | US Large Co Index | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Intl Company Index | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Small Cap Eqty Indx | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Fidelity Government Money Market Fund (SPAXX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity ZERO Large Cap Index Fund (FNILX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Fidelity ZERO Extended Market Index Fund (FZIPX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Health Savings Account (Spouse) | |||
2.1 | Fidelity ZERO International Index Fund (FZILX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity ZERO Total Market Index Fund (FZROX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Health Savings Account (Filer) | |||
3.1 | Fidelity ZERO Total Market Index Fund (FZROX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brokerage Account (Filer) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR Portfolio S&P 500 ETF (SPLG) | Purchase | $1,001 - $15,000 | |
2 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | $1,001 - $15,000 | |
3 | SPDR Portfolio S&P 500 ETF (SPLG) | Purchase | $1,001 - $15,000 | |
4 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | $1,001 - $15,000 | |
5 | iShares Core MSCIEmerging Markets ETF (IEMG) | Sale | $1,001 - $15,000 | |
6 | iShares Core MSCIEmerging Markets ETF (IEMG) | Sale | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Apple Federal Credit Union | $1,000,001 - $5,000,000 | 2022 | 30 years |
2 | Truist | $50,001 - $100,000 | 2021 | 30 years |
3 | Citizens Bank | $100,001 - $250,000 | 2020 | 20 years |
4 | Commonbond | $15,001 - $50,000 | 2018 | 7 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | Multiple transactions throughout the year. |
7 | 2 | Multiple transactions throughout the year. |
7 | 3 | Multiple transactions throughout the year. |
7 | 4 | Multiple transactions throughout the year. |
7 | 5 | Multiple transactions throughout the year. |
7 | 6 | Multiple transactions throughout the year. |
8 | 1 | ADU on the property is rented out. |
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