Estimated Net Worth
- $934 K - $2.0 M
Salary
- Unknown
Employment
- Started 03/29/2021
Financial Disclosure Details - OGE Form 278e (05/11/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Janus Henderson Research Fund Class D Shares (JNRFX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Invesco Balanced-Risk Retirement 2040 Fund Class R Shares (TNDRX) | $1,001 - $15,000 | None (or less than $201) | |
3 | T Rowe Price Retirement 2040 Fund (TRRDX) | $250,001 - $500,000 | None (or less than $201) | |
4 | American Funds 2045 Target Date Retirement Fund Class R6 Shs (RFHTX) | $50,001 - $100,000 | None (or less than $201) | |
5 | SLR International Corporation (business consulting) | salary and bonus | ||
6 | SLR International Corporation shares | $100,001 - $250,000 | Capital Gains | $100,001 - $1,000,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union (cash) | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | New York's 529 College Savings Program | |||
2.1 | Vanguard Total Stock Market Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Total Bond Market II Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Total International Bond Index Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SLR International Corporation Shares | Sale | 09/30/2022 | $500,001 - $1,000,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Congressional Federal Credit Union | $500,001 - $1,000,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | This asset is the sole asset in my spouse's IRA. |
5 | 2 | This asset is the sole asset in a 401(k) which was a benefit of my spouse's past employment at the Ethics Resource Center. |
5 | 3 | This asset is the sole asset in a 401(k) which was a benefit of my spouse's past employment at CARE. |
5 | 4 | This asset is the sole asset in a 401(k) which is a benefit of my spouse's current employment at SLR International Corporation. |
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