Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 06/19/2022 - 05/20/2023
Departed Administration
- Yes
Post Appointment Role
- Specialist - Defence and Security (McKinsey Company)
Financial Disclosure Details - OGE Form 278 Termination (05/16/2023)
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 #1 (Roth) | |||
1.1 | JP Morgan Smart Retirement 2055 (Target Date Fund) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Cash (Bank of America Retirement Savings Program) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Cash (Millenium Trust Sweep Account) | $50,001 - $100,000 | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Blackrock Global Allocation Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | JP Morgan Equity Income Fund | $100,001 - $250,000 | $2,501 - $5,000 | |
3 | T Rowe Price International Discovery Fund (PRIDX) | $1,001 - $15,000 | $1,001 - $2,500 | |
4 | T Rowe Price Latin America Fund (PRLAX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | T Rowe Price New Asia Fund (PRASX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
7 | US bank (cash) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | EdFinancial | $15,001 - $50,000 | 2020 | 120 months (beginning 11/27/2023) |
2 | EdFinancial | $15,001 - $50,000 | 2021 | 120 months (beginning 11/27/2023) |
3 | EdFinancial | $15,001 - $50,000 | 2019 | Based on income beginning 12/27/2023 |
4 | EdFinancial | $50,001 - $100,000 | 2020 | Based on income beginning 12/27/2023 |
5 | EdFinancial | $15,001 - $50,000 | 2022 | 120 months (beginning 11/27/2023) |
6 | EdFinancial | $15,001 - $50,000 | 2022 | 120 months (beginning 11/27/2023) |
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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