Observations
- Millionaire
Estimated Net Worth
- $3.8 M - $8.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2022)
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 | iShares MSCI EAFE ETF (EFA) | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Ariel Fund (ARGFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | Fidelity Treasury MMF (FZFXX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Fidelity Short Term Treasury Bond (FSBAX) | $100,001 - $250,000 | None (or less than $201) | |
5 | Maxar Technologies, Inc. (MAXR) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | SPDR S&P 500 ETF Trust (SPY) | $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 | Apple, Inc. (AAPL) | $500,001 - $1,000,000 | Dividends | $2,501 - $5,000 |
2 | Berkshire Hathaway Inc. (BRKB) | $250,001 - $500,000 | None (or less than $201) | |
3 | Millicom International Cellular (TIGO) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | 3M Co. (MMM) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
5 | Nestle ADR (NSRGY) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
6 | Oracle Corp. (ORCL) | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
7 | Trimble, Inc. (TRMB) | $50,001 - $100,000 | None (or less than $201) | |
8 | Fidelity Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
9 | iShares MSCI EAFE ETF (EFA) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
10 | Fidelity Treasury Money Market FundFidelity Treasury Money Market (FZFXX) | $100,001 - $250,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
2 | Lafayette Federal Credit Union (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | Fidelity Treasury Money Market Fund (FZFXX) | $50,001 - $100,000 | $201 - $1,000 | |
4 | Residential Real Estate - Carlisle, PA | $500,001 - $1,000,000 | Rent or Royalties | None (or less than $201) |
5 | Antero Resources Corp. (AR) | None (or less than $1,001) | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Brightcove, Inc. (BCOV) | Purchase | 01/29/2021 | $15,001 - $50,000 |
2 | iShares MSCI EAFE ETF (EFA) | Purchase | 01/29/2021 | $50,001 - $100,000 |
3 | 3M Co. (MMM) | Sale | 11/15/2021 | $50,001 - $100,000 |
4 | Amgen Inc. (AMGN) | Sale | 11/15/2021 | $50,001 - $100,000 |
5 | S&P Global, Inc. (SPGI) | Sale | 11/24/2021 | $50,001 - $100,000 |
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 |
|---|---|---|
5 | 1 | Filer confirmed that she does not participate in any agency work that may directly and predictably affect the financial interest of this company. |
5 | 4 | Filer confirmed that she does not participate in any agency work that may directly and predictably affect the financial interest of this company. |
5 | 6 | Filer confirmed that she does not participate in any agency work that may directly and predictably affect the financial interest of this company. |
5 | 25 | This company is a London-based privately held remote sensing startup |
5 | 26 | ODIX is a privately held startup which has developed products to prevent malware attacks. |
5 | 28 | Bonus payment not defined in initial stock purchase agreement |
6 | 5 | Royalty for natural gas |
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