Estimated Net Worth
- $182 K - $480 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/22/2024)
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 |
|---|---|---|---|---|
1 | The Learning Agency | salary, consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cash Account - US Bank | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | Virginia 529 | |||
2.1 | 2024 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.1.1 | 7.5% Large Cap Domestic Equity (managed by Vanguard) | |||
2.1.2 | 1.25% Small-Cap Domestic Equity (managed by Vanguard) | |||
2.1.3 | 1.25% Small-/Mid-Cap Domestic Equity (managed by Rothschild Asset Management) | |||
2.1.4 | 3.75% International Equity (managed by Capital Research and Management Co.) | |||
2.1.5 | 3.75% International Equity (managed by Wellington Management Company) | |||
2.1.6 | 1.25% Emerging Markets Equity (managed by Sands Capital Management) | |||
2.1.7 | 1.25% Emerging Markets Equity (managed by DFA Investment Dimensions Group) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 10/04/2023 | $15,001 - $50,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 07/27/2023 | $50,001 - $100,000 |
3 | Vanguard Commodity Strategy Fund Admiral Class Shares (VCMDX) | Sale | 05/23/2023 | $50,001 - $100,000 |
4 | Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX) | Sale | 10/04/2023 | $15,001 - $50,000 |
5 | Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) | Sale | 10/04/2023 | $15,001 - $50,000 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 05/23/2023 | $50,001 - $100,000 |
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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