Estimated Net Worth
- $375 K - $1.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/14/2023)
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 | IRA - TDAmeritrade | Dividends Interest | $1,001 - $2,500 | |
1.1 | TD Ameritrade individual stocks - BRK-B - Berkshire Hathaway Class B | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.1.1 | KYNDRYL Holdings (KD) | None (or less than $1,001) | None (or less than $201) | |
1.1.2 | Viatris, Inc. (VTRS) | None (or less than $1,001) | None (or less than $201) | |
1.2 | APA - Apache Corporation | None (or less than $1,001) | Dividends | None (or less than $201) |
1.3 | CSCO - Cisco Systems | None (or less than $1,001) | Dividends | None (or less than $201) |
1.4 | CTSH - Cognizant Technology Solutions Group | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.5 | CERN - Cerner Corporation | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.6 | HD - Home Depot | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.7 | IBM - International Business Machines Corp. | $1,001 - $15,000 | Dividends | 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 | IRA - Vanguard Roth IRA | |||
1.1 | Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | $1,001 - $15,000 | None (or less than $201) | |
1.1.1 | Tesla Motors, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Intel Corp. (INTC) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Square, Inc. (SQ) | None (or less than $1,001) | ||
1.4 | Aptiv PLC (APTV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Robinhood Markets Inc. CL A | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Rocket Lab USA Inc. | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Berkshire Hathaway Inc. (BRKB) | $50,001 - $100,000 | Dividends | |
1.8 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USA Bank Account No. 1 | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | USA Bank Account No. 2 | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | Virginia 529 Agressive Plan (child 1) | $1,001 - $15,000 | $1,001 - $2,500 | |
4 | Virginia 529 Agressive Plan (Child 2) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | Virginia 529 Agressive Plan (child 3) | $15,001 - $50,000 | $201 - $1,000 | |
6 | USA Bank Account No. 3 | $1,001 - $15,000 | Interest | None (or less than $201) |
7 | VANGARD 500 Index Fund (Child 1) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) (child 2) | $1,001 - $15,000 | None (or less than $201) | |
9 | USA Bank Account (child 1) | $1,001 - $15,000 | Interest | None (or less than $201) |
10 | USA Bank Account No. 4 | $15,001 - $50,000 | Interest |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Exxon Mobil Corp. (XOM) | Sale | 10/08/2022 | $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 |
|---|---|---|
Nothing reported in this section | ||
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