Observations
- Millionaire
Estimated Net Worth
- $3.0 M - $6.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/12/2024)
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 | Jet SEP-IRA | |||
1.1 | FID US SUSTAINBLTY INDEX FUND | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FID INTL SUSTAINBLTY INDEX FUND | $1,001 - $15,000 | None (or less than $201) | |
1.3 | FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY | $15,001 - $50,000 | None (or less than $201) | |
1.4 | FIDELITY WOMEN'S LEADERSHIP FUND | $1,001 - $15,000 | None (or less than $201) | |
2 | Jet Self Employed 401K | |||
2.1 | CALVERT US MID CAP CORE RSPNSBL INDEX A | $50,001 - $100,000 | None (or less than $201) | |
2.2 | FID US SUSTAINBLTY INDEX FUND | $50,001 - $100,000 | None (or less than $201) | |
2.3 | FID INTL SUSTAINBLTY INDEX FUND | $15,001 - $50,000 | None (or less than $201) | |
2.4 | FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Self-Employed 401K | Washington, District of Columbia | In 2023 I did not pay anything into this 401(k) because I did not receive any self-employment income. | 12/2019 |
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 | Pioneer Public Affairs, LLC (Pioneer is a firm focused on clean energy and the environment.) | salary, bonus | ||
2 | Employer 401(k) | |||
2.1 | Fidelity Freedom Index 2045 Fund Premier Class (FQIPX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Spouse IRA | |||
3.1 | FIDELITY NEW MILLENNIUM, FMILX | $15,001 - $50,000 | None (or less than $201) | |
3.2 | FIDELITY LOW PRICED STOCK, FLPSX | $15,001 - $50,000 | None (or less than $201) | |
3.3 | FIDELITY MID CAP VALUE, FSMVX | $15,001 - $50,000 | None (or less than $201) | |
3.4 | FIDELITY MULTI ASSET INDEX FUND, FFNOX | $1,001 - $15,000 | None (or less than $201) | |
3.5 | ROYCE SMALLER CO GROWTH SERVICE CL, RYVPX | $1,001 - $15,000 | None (or less than $201) | |
3.6 | FIDELITY ASSET MANAGER 40%, FFANX | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | FIDELITY SELECT INDUSTRIALS PORT | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | FID US SUSTAINBLTY INDEX FUND | $500,001 - $1,000,000 | $5,001 - $15,000 | |
3 | PAX SMALL CAP FD INVESTOR CL | $15,001 - $50,000 | None (or less than $201) | |
4 | US bank #1 (savings) (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | U.S. bank #2 (savings) | $1,001 - $15,000 | Interest | None (or less than $201) |
6 | U.S. bank #3 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
7 | U.S. bank #4 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
8 | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 | |
9 | U.S. bank #5 (savings) (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
10 | U.S. bank #6 (checking) (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | CALVERT US MID CAP CORE RSPNSBL INDEX A | Purchase | 12/16/2023 | $1,001 - $15,000 |
2 | FID INTL SUSTAINBLTY INDEX FUND | Purchase | 12/16/2023 | $1,001 - $15,000 |
3 | FID US SUSTAINBLTY INDEX FUND | Purchase | 12/16/2023 | $1,001 - $15,000 |
4 | FIDELITY ENVIRONMENT & ALTERNATIVE ENERGY | Purchase | 12/16/2023 | $1,001 - $15,000 |
5 | SunRun, Inc. (RUN) | Sale | 12/26/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
6 | 37 | Value is an estimate, the asset is not publicly traded and has not been appraised. |
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