Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.7 M
Salary
- Unknown
Employment
- Started 05/27/2021
Financial Disclosure Details - OGE Form 278e (05/31/2023)
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 | LPL Financial Holdings, Inc. (LPLA) | |||
1.1 | ARK Innovation ETF (ARKK) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Hartford Climate Opportunities Fund Class I Shares (HEOIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | MFS Growth Fund Class I Shares (MFEIX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | New World Fund, Inc Class F2 Shares (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $100,001 - $250,000 | None (or less than $201) | |
1.8 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | T Rowe PriceGlobal Stock Fund (PRGSX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continue to participate in this plan, and the plan sponsor stopped contributing to this plan upon my separation. | 6/2017 | |
2 | Washington, District of Columbia | I continue to participate in this plan, and the plan sponsor stopped contributing to this plan upon my separation. | 6/1993 | |
3 | Washington, District of Columbia | I continue to participate in this plan, and the plan sponsor stopped contributing to this plan upon my separation. | 12/2005 | |
4 | Washington, District of Columbia | I continue to participate in this plan, and the plan sponsor stopped contributing to this plan upon my separation. | 6/2018 |
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 | ROTH IRA | |||
1.1 | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Hartford Climate Opportunities Fund Class I Shares (HEOIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | MFS Growth Fund Class I Shares (MFEIX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | New World Fund, Inc Class F2 Shares (NFFFX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | PGIM High Yield Fund Class Z Shares (PHYZX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | VA529 #1 | |||
1.1 | Active Aggressive | $15,001 - $50,000 | None (or less than $201) | |
2 | VA529 #2 | |||
2.1 | Active Aggressive | $15,001 - $50,000 | None (or less than $201) | |
3 | US Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
4 | US Bank #2 | $15,001 - $50,000 | None (or less than $201) | |
5 | Public Service Enterprise Group Common Stock | $1,001 - $15,000 | None (or less than $201) | |
6 | VA529 #3 | |||
6.1 | Aggressive Growth | $1,001 - $15,000 | None (or less than $201) | |
7 | VA529 #4 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | Sale | 01/13/2022 | $15,001 - $50,000 |
2 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | Sale | 01/13/2022 | $15,001 - $50,000 |
3 | PGIM High Yield Fund Class Z Shares (PHYZX) | Sale | 01/13/2022 | $50,001 - $100,000 |
4 | Alger Small Cap Focus Fund Class Z Shares (AGOZX) | Sale | 01/13/2022 | $1,001 - $15,000 |
5 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | Sale | 01/13/2022 | $15,001 - $50,000 |
6 | New World Fund, Inc Class F2 Shares (NFFFX) | Sale | 01/13/2022 | $1,001 - $15,000 |
7 | PGIM High Yield Fund Class Z Shares (PHYZX) | Sale | 01/13/2022 | $15,001 - $50,000 |
8 | Blackstone Real Estate Income Trust | Purchase | 02/01/2022 | $50,001 - $100,000 |
9 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | Purchase | 03/10/2022 | $1,001 - $15,000 |
10 | Blackstone Real Estate Income Trust | Purchase | 03/01/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $250,001 - $500,000 | 2021 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Robert Irvine Foundation 501(c)(3) | Arlington, Virginia | SECARMY attended this fundraising event under the WAG exception - total dinner gift for Secretary Wormuth and her husband was $1,000 | 1000 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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