Observations
- Millionaire
Estimated Net Worth
- $9.1 M - $37.1 M
Salary
- Unknown
Employment
- Started 03/03/2021
Financial Disclosure Details - OGE Form 278e (04/02/2023)
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 | Roth IRA #1 | $100,001 - $250,000 | None (or less than $201) | |
1.1 | Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE) | $100,001 - $250,000 | None (or less than $201) | |
2 | Clean Feet Investors I LLC Class C Units, Note Payable | $15,001 - $50,000 | $5,001 - $15,000 | |
3 | Voltaiq, Inc. (software company), vested stock options | $1,001 - $15,000 | 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 | Spouse Roth IRA #1 | |||
1.1 | AlphaSimplex Managed Futures Strategy Fund Class Y Shares (ASFYX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Angel Oak Multi-Strategy Income Fund Institutional Class Shares (ANGIX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | iShares MSCI EAFE ETF (EFA) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | U.S. financial entity- sweep account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Invesco S&P 500 BuyWrite ETF (PBP) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
1.2 | iShares Core MSCI EAFE ETF (IEFA) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.3 | iShares Core S&P Mid-Cap ETF (IJH) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.4 | iShares Edge MSCI Min VolGlobal ETF (ACWV) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.5 | JPMorgan Diversified Return International Equity ETF (JPIN) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | Proshares S&P 500 Dividend Aristocrats ETF (NOBL) | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | SPDR Portfolio S&P 500 ETF (SPLG) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.8 | WisdomTree International High Dividend Fund (DTH) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.9 | WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Charles Schwab | $5,000,001 - $25,000,000 | 2021 | Revolving |
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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