Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $4.9 M
Salary
- Unknown
Employment
- Started 08/04/2022
Financial Disclosure Details - OGE Form 278e (03/03/2023)
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 | Vanguard Total Stock Market Index Admiral Shares | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Vanguard International Growth Fund Admiral Shares | $100,001 - $250,000 | 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 | Roth IRA | |||
1.1 | Vanguard Total Stock Market Index Admiral Shares | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Vanguard Windsor Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | TIAA-CREF | |||
2.1 | CREF Equity Index R1 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Growth R1 | $1,001 - $15,000 | None (or less than $201) | |
2.3 | CREF Equity Index R2 | $50,001 - $100,000 | None (or less than $201) | |
3 | Rollover IRA -- Vanguard Total Stock Market Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Facebook, Inc. - Class A Common Stock | $100,001 - $250,000 | None (or less than $201) | |
3 | Apple Inc. - Common Stock | $250,001 - $500,000 | Capital Gains Dividends | $2,501 - $5,000 |
4 | Vanguard Information Technology ETF (VGT) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | Vanguard High Dividend Yield ETF (VYM) | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | Vanguard Dividend Growth Fund (VDIGX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Vanguard Mid-Cap Index Admiral Shares (VIMAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Vanguard Total Stock Market Index Admiral Shares (VTSAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
10 | Vanguard S&P 500 Value Index Fund ETF Shares (VOO) | $250,001 - $500,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 06/06/2022 | $15,001 - $50,000 |
2 | Yum! Brands, Inc. (YUM) | Sale | 06/06/2022 | $15,001 - $50,000 |
3 | Yum China Holdings, Inc. (YUMC) | Sale | 06/06/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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