Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.6 M - $7.1 M
Salary
  • salary
    Unknown
Employment
  • Started 03/28/2021

Financial Disclosure Details - OGE Form 278e (05/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Counsel
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Bredhoff & Kaiser PLLC, 2021 Deferred Compensation
Cash Payment
$60,000

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
George Washington University
Salary
2
TIAA-CREF Bond Market R3
$15,001 - $50,000
None (or less than $201)
3
TIAA-CREF Money Market R3
Over $1,000,000
None (or less than $201)
4
TIAA Real Estate
$100,001 - $250,000
None (or less than $201)
5
TIAA Traditional
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Millies Spring Valley
Interest
$201 - $1,000
2
Invesco Dynamic Semiconductor ETF
$1,001 - $15,000
3
Invesco Dynamic Building & Construction ETF
$1,001 - $15,000
4
MFS International Diversificaiton Fund
$100,001 - $250,000
$2,501 - $5,000
5
Guggenheim Limited Duration Fund
$1,001 - $15,000
Dividends
None (or less than $201)
6
UBS Select Investor Prime Fund
None (or less than $1,001)
7
Barclays Bank T-Gears SPC Market Linked CD
$15,001 - $50,000
Capital Gains
$5,001 - $15,000
8
JP Morgan Chase Financial TAR-SS SX5E Market Linked CDE
$15,001 - $50,000
Capital Gains
$5,001 - $15,000
9
Credit Suisse MLN SPX Market Linked CD
$100,001 - $250,000
Capital Gains
$50,001 - $100,000
10
ACAP Strategic Fund
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Invesco Dynamic Leisure & Entertainment ETF (PEJ)
Purchase
06/11/2021
$1,001 - $15,000
2
Invesco Dynamic Media ETF (PBS)
Purchase
06/11/2021
$1,001 - $15,000
3
Invesco S&P 500 Equal Weight ETF (RSP)
Purchase
08/13/2021
$15,001 - $50,000
4
Invesco Global Clean Energy ETF (PBD)
Purchase
04/13/2021
$1,001 - $15,000
5
Invesco Dynamic Energy Exploration & Production ETF (PXE)
Purchase
04/13/2021
$1,001 - $15,000
6
T Rowe Price Spectrum Fund, Inc - Spectrum International Fund (PSILX)
Purchase
04/13/2021
$1,001 - $15,000
7
Invesco DWA Energy Momentum ETF (PXI)
Purchase
04/13/2021
$1,001 - $15,000
8
Invesco Dynamic Oil & Gas Services ETF (PXJ)
Purchase
04/13/2021
$1,001 - $15,000
9
Invesco Dynamic Leisure & Entertainment ETF (PEJ)
Purchase
04/13/2021
$1,001 - $15,000
10
Invesco Dynamic Building & Construction ETF (PKB)
Purchase
04/13/2021
$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
Nothing reported in this section

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