Estimated Net Worth
- $878 K - $1.9 M
Salary
- Unknown
Employment
- Started 04/13/2022
Financial Disclosure Details - OGE Form 278e (04/17/2023)
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 | Roth IRA #1 | |||
1.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $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 |
|---|---|---|---|---|
1 | UPD Consulting (Public sector consulting) | salary, bonus | ||
2 | Spouse's Roth IRA | |||
2.1 | iShares Core US Aggregate Bond ETF (AGG) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | SPDR S&P 500 ETF Trust (SPY) | $50,001 - $100,000 | None (or less than $201) | |
3 | UPD Consulting 401k | |||
3.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares Core US Aggregate Bond ETF (AGG) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | SPDR MSCI ACWI Climate Paris Aligned ETF SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) | $15,001 - $50,000 | $201 - $1,000 | |
3 | SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | US Bank (Cash) #1 | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
7 | US Bank (Cash) #2 | $1,001 - $15,000 | Interest | None (or less than $201) |
8 | DC 529 College Savings Plan (Self) | |||
8.1 | U.S. Total Stock Market Index Portfolio | $15,001 - $50,000 | $201 - $1,000 | |
9 | DC 529 College Savings Plan (Spouse) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | U.S. Total Stock Market Portfolio | Purchase | 11/03/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Home Mortgage Corporation | $500,001 - $1,000,000 | 2020 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | Previous disclosure listed SPDR MSCI ACWI Low Carbon Target ETF (LOWC). LOWC split in April 2022 to create SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC). |
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