Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/20/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Faculty of Federal Advocates | Denver, Colorado | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Barron Small Cap Instl (BSFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Victory Sycamore Small Company (VSOIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American Funds Europacific Growth (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | PIMCO High Yield Instl (PHIYX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | TCW MetWest Total Return Bond C (SEI900) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | T. Rowe Price Retirement 2040 Fund | $50,001 - $100,000 | None (or less than $201) | |
2.2 | T Rowe Price Government Money Fund, Inc (PRRXX) | $1,001 - $15,000 | 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 | Accenture plc (ACN) Unvested Restricted Stock Units | $250,001 - $500,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Accenture plc 401k | |||
3.1 | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Total Bond Market Index Trust | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Vanguard Institutional 500 Index Trust | $250,001 - $500,000 | None (or less than $201) | |
3.4 | Vanguard Value Index (VIVIX) | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Vanguard Mid Cap Index Fund (VMCPX) | $100,001 - $250,000 | None (or less than $201) | |
3.6 | Fidelity OTC Commingled Pool | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | T Rowe Price Capital Appreciation Fund (PRWCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | T Rowe Price Equity Income Fund (PRFDX) | $50,001 - $100,000 | $2,501 - $5,000 | |
3 | T Rowe Price Health Sciences Fund, Inc (PRHSX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | T Rowe Price High Yield Fund, Inc (PRHYX) | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
6 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
7 | iShares Core MSCI Total International Stock ETF (IXUS) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Vanguard S&P 500 ETF (VOO) | $50,001 - $100,000 | $201 - $1,000 | |
9 | Schwab Emerging Markets (SCHE) | $1,001 - $15,000 | None (or less than $201) | |
10 | Schwab Fundamental Emerging Markets (FNDE) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Accenture Plc (ACN) | Sale | 04/12/2023 | $15,001 - $50,000 |
2 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Purchase | 04/26/2023 | $15,001 - $50,000 |
3 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Sale | 08/03/2023 | $15,001 - $50,000 |
4 | iShares National Muni Bond ETF (MUB) | Purchase | 08/03/2023 | $15,001 - $50,000 |
5 | iShares Core MSCIEmerging Markets ETF (IEMG) | Purchase | 07/27/2023 | $1,001 - $15,000 |
6 | SchwabEmerging Markets Equity ETF (SCHE) | Sale | 07/27/2023 | $1,001 - $15,000 |
7 | iShares Core MSCIEmerging Markets ETF (IEMG) | Purchase | 07/27/2023 | $1,001 - $15,000 |
8 | SchwabEmerging Markets Equity ETF (SCHE) | Sale | 07/27/2023 | $1,001 - $15,000 |
9 | Invesco FTSE RAFIEmerging Markets ETF (PXH) | Purchase | 08/07/2023 | $1,001 - $15,000 |
10 | iShares National Muni Bond ETF (MUB) | Sale | 08/07/2023 | $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 |
|---|---|---|
1 | 1 | President-Elect (2021); President in the year after; Board Member (2018-present). |
5 | 5 | Reflects value of Employee Stock Purchase Plan as of date report was filed; stock purchased to date under ESPP reported in Part 6. |
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