Estimated Net Worth
- $222 K - $807 K
Salary
- Unknown
Employment
- Started 05/12/2021
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Schertler, Onorato, Mead & Sears LLP | Salary | ||
2 | Vanguard Schertler 401(k) | |||
2.1 | JPMorgan SmartRetirement Blend 2055 Fund Class R5 Shares (JTBBX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | MML Investment Account | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | iShares Tr EAFE Growth (EFG) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | iShares Tr EAFE Value (EFV) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | iShares Inc ESG AWR MSCI EM (ESGE) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | iShares TR Core MSCI EAFE (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares Tr MSCI USA Min Vol (USMV) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FUND | Sale | 07/21/2022 | $1,001 - $15,000 |
2 | ISHARES NATIONAL MUNI BOND ETF | Sale | 07/21/2022 | $1,001 - $15,000 |
3 | ISHARES TR U.S. MED DVC ETF | Sale | 07/21/2022 | $1,001 - $15,000 |
4 | ISHARES TR EAFE GRWTH ETF | Sale | 07/21/2022 | $1,001 - $15,000 |
5 | ISHARES TR MSCI USA VALUE | Sale | 07/21/2022 | $1,001 - $15,000 |
6 | ISHARES INC ESG AWR MSCI EM | Sale | 07/21/2022 | $1,001 - $15,000 |
7 | ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | Purchase | 07/21/2022 | $1,001 - $15,000 |
8 | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | Purchase | 07/21/2022 | $1,001 - $15,000 |
9 | ISHARES DOW JONES US ENERGY SECTOR FUND | Purchase | 07/21/2022 | $1,001 - $15,000 |
10 | ISHARES U.S. HEALTHCARE ETF | Purchase | 07/21/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | James and Emy Franz | Owego, New York | Wedding gift | $1,000 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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