Estimated Net Worth
- $284 K - $910 K
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (04/20/2022)
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 | |||
1.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | 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 | Revolution LLC (Investment) | salary, bonus | ||
2 | Revolution LLC, 401(k) plan: | |||
2.1 | Fidelity Advisor Freedom 2045 Fund Class A Shares (FFFZX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Roth IRA #1 | |||
3.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. credit union #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. credit union #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | DC 529 Account | |||
4.1 | DC College Savings 2031 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | Brokerage account: | |||
5.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
5.3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VanguardGlobal Wellesley Income Fund Investor Shares (VGWIX) | Purchase | 06/01/2021 | $1,001 - $15,000 |
2 | VanguardGlobal Wellington Fund Investor Shares (VGWLX) | Purchase | 06/01/2021 | $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 |
|---|---|---|
7 | 2 | This purchase is not reportable in Part 6 because it is below the reporting threshold. |
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