Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.8 M
Salary
- Unknown
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 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2 | American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | |
3 | Pacer US Cash Cows 100 ETF (COWZ) | $15,001 - $50,000 | None (or less than $201) | |
4 | Ebix, Inc. (EBIX) | $1,001 - $15,000 | None (or less than $201) | |
5 | The Middleby Corp. (MIDD) | $15,001 - $50,000 | None (or less than $201) | |
6 | Invesco Opt Yld Dvs Cmd Str No K-1 ETF (PDBC) | $15,001 - $50,000 | None (or less than $201) | |
7 | Sprott Physical Gold Trust | $50,001 - $100,000 | None (or less than $201) | |
8 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
9 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
10 | US High Relative Profitability Portfolio Institutional Class Share (DURPX) | $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 | Skadden Arps Slate Meagher & Flom LLP | partnership share | ||
2 | Law Firm Capital Account | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Law Firm Cash Balance Retirement Plan | $100,001 - $250,000 | None (or less than $201) | |
4 | Law Firm Retirement Plan | $100,001 - $250,000 | None (or less than $201) | |
5 | Law Firm Alternative Investment Plan | $15,001 - $50,000 | None (or less than $201) | |
6 | Roth IRA | |||
6.1 | Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Dimensional US Marketwide Value ETF (DFUV) | $1,001 - $15,000 | None (or less than $201) | |
6.4 | CambriaGlobal Momentum ETF (GMOM) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 Checking Account | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank #1 Savings Account | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank #2 Checking Account | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank #3 Savings Account | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
5 | Russell Granite QOF LLC | $1,001 - $15,000 | None (or less than $201) | |
6 | Non-U.S. Socially Responsible Equity Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | DC College Savings 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
8 | DC College Savings 2022 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
9 | DC College Savings 2028 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
10 | 529 Account |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 05/09/2022 | $1,001 - $15,000 |
2 | Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX) | Purchase | 05/18/2022 | $1,001 - $15,000 |
3 | Columbia Mortgage Opportunities Fund Institutional Class Shares (CLMZX) | Sale | 05/18/2022 | $15,001 - $50,000 |
4 | Almaden Minerals Ltd. Common Shares (AAU) | Sale | 05/18/2022 | $1,001 - $15,000 |
5 | American Beacon ARK Transformational Innovation Fund Class Y Shares (ADNYX) | Sale | 08/10/2022 | $1,001 - $15,000 |
6 | DFAGlobal Real Estate Securities Portfolio (DFGEX) | Sale | 08/10/2022 | $15,001 - $50,000 |
7 | AQR Long-Short Equity Fund Class I Shares (QLEIX) | Purchase | 08/10/2022 | $50,001 - $100,000 |
8 | DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX) | Purchase | 08/10/2022 | $15,001 - $50,000 |
9 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | Purchase | 08/10/2022 | $50,001 - $100,000 |
10 | Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX) | Sale | 08/10/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | EdFinancial Services | $15,001 - $50,000 | 2004 | undefined |
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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