Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.3 M
Salary
- $180 K
Financial Disclosure Details - OGE Form 278e (04/15/2023)
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 | 401k (Precision Strategies) | |||
1.1 | -> Vanguard Total Bond Market Index Fund (VBMFX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | -> Vanguard Total Stock Market Index Fund (VTSAX) | $250,001 - $500,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | -> Vanguard Target Retirement 2040 Fund (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | -> Vanguard Target Retirement 2045 Fund (VTIVX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor is no longer making contributions. | 8/2019 |
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 | Hilltop Public Solutions | Salary | ||
2 | IRA #1 (Rollover) - Vanguard: | |||
2.1 | -> Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #2 (Traditional) - Vanguard: | |||
3.1 | -> Vanguard Target Retirement 2040 Fund (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
4 | 401k (Hilltop) - Principal Financial | |||
4.1 | -> Principal Core Plus Bond Separate Account | $50,001 - $100,000 | None (or less than $201) | |
4.2 | -> Templeton Global R Bond Fund (FGBRX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | -> Principal Large Cap S&P 500 Index Separate Account | $250,001 - $500,000 | None (or less than $201) | |
4.4 | -> Principal Mid Cap S&P 400 Index Separate Account | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. Bank #2 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
3 | Charles Schwab Bank brokerage account: | |||
3.1 | -> Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | -> Schwab US Aggregate Bond ETF (SCHZ) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | -> Schwab US Broad Market ETF (SCHB) | $50,001 - $100,000 | $201 - $1,000 | |
4 | Aspiration Redwood Mutual Fund (REDWX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard brokerage account: | |||
5.1 | -> Vanguard Target Retirement 2050 Fund (VFIFX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | Hard Soda LLC partnership share (.2%) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | The Wall Street Journal | Washington, District of Columbia | Attendance at the White House Correspondents Dinner. | $750 |
2 | The Ireland Funds | Washington, District of Columbia | Attendance at The Irelands Fund National Gala. | $2000 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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