Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/02/2023)
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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Navy FCU checking account | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | Navy FCU checking account | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | Capital One 360 Savings Account | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Paypal account | $1,001 - $15,000 | None (or less than $201) | |
5 | TD Ameritrade Institutional | $50,001 - $100,000 | Interest | None (or less than $201) |
6 | iShares S&P 500 Value ETF (IVE) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
7 | iShare S&P 500 Growth ETF (IVW) | $250,001 - $500,000 | $2,501 - $5,000 | |
8 | iShares S&P Mid-Cap 400 Value ETF (IJJ) | $50,001 - $100,000 | $1,001 - $2,500 | |
9 | iShares S&P Mid-Cap 400 Growth ETF (IJK) | $50,001 - $100,000 | $1,001 - $2,500 | |
10 | iShares S&P Small-Cap 600 Value ETF (IJS) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Ishares Trust Iboxx Inv. Cp ETF (LQD) | Purchase | 05/04/2022 | $100,001 - $250,000 |
2 | Ishares Trust S&P 500 Growth ETF (IVW) | Purchase | 05/04/2022 | $15,001 - $50,000 |
3 | IShares Trust S&P 500 Value ETF (IVE) | Sale | 05/04/2022 | $15,001 - $50,000 |
4 | Ishares Trust 20+ Yr Treasury Bond ETF (TLT) | Purchase | 05/04/2022 | $15,001 - $50,000 |
5 | Ishares Trust 7-10 Year Treasury Bond ETF (IEF) | Sale | 05/04/2023 | $100,001 - $250,000 |
6 | Ishares Trust 1-3 Year Treasury Bond ETF (SHY) | Sale | 05/04/2022 | $1,001 - $15,000 |
7 | Ishares Trust S&P Mid-Cap 400 Growth ETF (IJK) | Purchase | 05/04/2022 | $1,001 - $15,000 |
8 | Ishares Trust S&P Mid-Cap 400 ETF (IJJ) | Sale | 05/04/2022 | $1,001 - $15,000 |
9 | Ishares Trust S&P Small-Cap 600 Value ETF (IJS) | Sale | 05/04/2022 | $1,001 - $15,000 |
10 | Ishares Trust S&P Small-Cap 600 Growth ETF (IJT) | Purchase | 05/04/2022 | $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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