Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $13.0 M
Salary
- Unknown
Employment
- 06/21/2021 - 09/01/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (06/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Director | 6/2021 | |
2 | Washington, District of Columbia | Treasurer | 7/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard FTSE Developed Markets ETF (VEA) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Dividend Appreciation (VIG) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard REIT Index Fund (VNQ) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Vanguard Total Stock Market ETF (VTI) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Vanguard FTSE Emerging Markets ETF (VWO) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | iShares Core S&P 500 ETF (IVV) | $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 | Laurel Strategies | Salary | ||
2 | IRA #1 | |||
2.1 | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard FTSE Developed Markets ETF (VEA) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Dividend Appreciation (VIG) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard REIT Index Fund (VNQ) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Total Stock Market ETF (VTI) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard FTSE Emerging Markets ETF (VWO) | $15,001 - $50,000 | None (or less than $201) | |
3 | Laurel Strategies, 401(k) plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CorEnergy Infrastructure Trust, Inc. (CORR) | $1,001 - $15,000 | None (or less than $201) | |
2 | Frequency Therapeutics, Inc. (FREQ) | $1,001 - $15,000 | None (or less than $201) | |
3 | Astra Space, Inc. (ASTR) | $15,001 - $50,000 | None (or less than $201) | |
4 | JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | |
5 | Peloton Interactive, Inc. (PTON) | $1,001 - $15,000 | None (or less than $201) | |
6 | The PNC Financial Services Group, Inc. (PNC) | $1,001 - $15,000 | None (or less than $201) | |
7 | Twilio Inc. (TWLO) | $15,001 - $50,000 | None (or less than $201) | |
8 | Viatris Inc. (VTRS) | $1,001 - $15,000 | None (or less than $201) | |
9 | Wells Fargo & Company (WFC) | $1,001 - $15,000 | None (or less than $201) | |
10 | Zoom Video Communications, Inc. (ZM) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Residential real estate, Whitefish, MT | Purchase | 07/15/2021 | $250,001 - $500,000 |
2 | Residential real estate, Whitefish, MT | Sale | 11/12/2021 | $500,001 - $1,000,000 |
3 | PIMCO Mortgage Opportunities and Bond Fund (PMZPX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
4 | PIMCO Mortgage Opportunities and Bond Fund (PMZPX) | Purchase | 11/29/2021 | $1,001 - $15,000 |
5 | PGIM Floating Rate Income Fund (FRFZX) | Purchase | 11/29/2021 | $1,001 - $15,000 |
6 | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | Purchase | 11/29/2021 | $1,001 - $15,000 |
7 | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | Purchase | 09/07/2021 | $1,001 - $15,000 |
8 | Vanguard Extended Market Index Fund ETF Shares (VXF) | Purchase | 11/29/2021 | $1,001 - $15,000 |
9 | Vanguard Extended Market Index Fund (VXF) | Purchase | 09/07/2021 | $1,001 - $15,000 |
10 | Communication Services Select Sector SPDR Fund (XLC) | Purchase | 11/29/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Quicken Loans | $500,001 - $1,000,000 | 2020 | 15 years |
2 | Wells Fargo | $500,001 - $1,000,000 | 2021 | 30 years |
3 | Wells Fargo | $500,001 - $1,000,000 | 2016 | 30 years |
4 | Whitefish Credit Union | $250,001 - $500,000 | 2021 | 20 years |
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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