Estimated Net Worth
  • estimated net worth
    $23 K - $170 K
Salary
  • salary
    Unknown
Employment
  • Started 11/01/2023

Financial Disclosure Details - OGE Form 278e (05/07/2023)

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
401k
1.1
Target Retirement 2055 Fund
$15,001 - $50,000
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash )
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #2 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
3
Betterment Climate Portfolio
3.1
iShares MSCI ACWI Low Carbon Target ETF (CRBN)
$1,001 - $15,000
None (or less than $201)
3.2
iShares Global Green Bond ETF (BGRN)
$1,001 - $15,000
None (or less than $201)
3.3
iShares ESG MSCI EAFE ETF (ESGD)
$1,001 - $15,000
None (or less than $201)
3.4
iShares ESG MSCI USA ETF (ESGU)
$1,001 - $15,000
None (or less than $201)
4
Treasury Series I Savings Bond
$1,001 - $15,000
None (or less than $201)
5
AMEX Personal Savings
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BLACKROCK LIFEPATH INDEX 2055 FUND Class K Shares
Sale
07/01/2022
$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
6
4
Purchased October 28, 2022
7
1
Effective 7/1/2022, I initiated a direct rollover of funds (account withdrawal) from my Roth IRA - BlackRock LifePath® Index 2055 Fund Class K Shares to deposit in my Thrift Savings Plan retirement account.

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