Observations
- Millionaire
Estimated Net Worth
- $68.2 M - $337.5 M
Salary
- $36 K
Employment
- Started 02/08/2023
Financial Disclosure Details - OGE Form 278e (04/23/2024)
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 |
|---|---|---|---|---|
1 | SEP IRA | |||
1.1 | Primecap Odyssey Agg Growth Fund (POAGX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
1.2 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2 | Cranemere Inc. 401k | None (or less than $201) | ||
2.1 | Vanguard Growth Index Fund Adm (VIGAX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2020 |
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 | IRA | |||
1.1 | Cash | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | SPDR Gold Shares (GLD) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
2 | SPDR S&P 500 ETF Trust (SPY) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | |
3 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $5,000,001 - $25,000,000 | $50,001 - $100,000 | |
4 | Vanguard Cash Res Fed MM Adm (VMRXX) | $1,000,001 - $5,000,000 | $50,001 - $100,000 | |
5 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | |
6 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 | |
7 | PRIMECAP Odyssey Aggressive Growth Fund (POAGX) | $5,000,001 - $25,000,000 | $1,001 - $2,500 | |
8 | Federated US Treasury Cash Reserves Institutional Shares (UTIXX) | $1,000,001 - $5,000,000 | $50,001 - $100,000 | |
9 | U.S. brokerage account (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
10 | 2025 Massachusetts Ave, LLC |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF (IJR) | Sale | 11/20/2023 | $1,000,001 - $5,000,000 |
2 | Schwab US Dividend Equity ETF (SCHD) | Sale | 11/20/2023 | $1,000,001 - $5,000,000 |
3 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | Purchase | 12/04/2023 | $5,000,001 - $25,000,000 |
4 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | Purchase | 12/04/2023 | $5,000,001 - $25,000,000 |
5 | iShares Core S&P Small-Cap ETF (IJR) | Sale | 08/03/2023 | $100,001 - $250,000 |
6 | SPDR Gold Shares (GLD) | Sale | 08/03/2023 | $500,001 - $1,000,000 |
7 | Vanguard Prime Money Market Fund Admiral Shares (VMRXX) | Sale | 01/23/2023 | $1,000,001 - $5,000,000 |
8 | Vanguard Prime Money Market Fund Admiral Shares (VMRXX) | Sale | 02/24/2023 | $1,000,001 - $5,000,000 |
9 | Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | Sale | 07/07/2023 | $1,000,001 - $5,000,000 |
10 | Vanguard Value Index Fund ETF Shares (VTV) | Sale | 08/03/2023 | $250,001 - $500,000 |
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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