Estimated Net Worth
- Unknown
Salary
- $144 K
Employment
- Started 06/21/2021
Financial Disclosure Details - OGE Form 278e
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | (J) (Stock) BRKA Berkshire Hathaway - A shares | $250,001 - $500,000 | None (or less than $201) | |
2 | (J) (Cash Deposit/Savings) Wells Fargo Portland, OR, US Checking Account | $1,001 - $15,000 | None (or less than $201) | |
3 | (J) (IRE) Condominium Alexandria, VA, US | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
4 | (J) (IRE) Basement apartment (rental unit) Alexandria, VA, US | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
5 | (IRA) Vanguard | |||
5.1 | (Mutual Fund) VBTLX-Vanguard Total Bond Market Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
5.2 | (Mutual Fund) VEXPX-Vanguard Explorer Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
5.3 | (Mutual Fund) VTABX-Vanguard Total International Bond Index Fund Admiral Shares | $1,001 - $15,000 | None (or less than $201) | |
5.4 | (Mutual Fund) VTIAX-Vanguard Total International Stock Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
5.5 | (Mutual Fund) VTSAX-Vanguard Total Stock Market Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo; Des Moines, IA, US | $250,001 - $500,000 | 2013 | 30 years |
2 | PennyMac; Westlake Village, CA, US | $100,001 - $250,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4 | Primary residence includes a basement apartment that is currently used as a rental. The estimated value reported here reflected the share of the overall property's value attributable to the rental apartment. |
6 | 9 | 529 College savings plan |
8 | 1 | Mortgage on condominium currently used as investment property. |
8 | 2 | Mortgage on primary residence. Reporting the mortgage because 1/3 of the property (the basement) is rented out. The reported value covers the value of the liability attributable to the rental unit. The entire loan (covering our primary residence) has a value of $500,001-$1,000,000. |
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