Observations
- Lobbyist
Estimated Net Worth
- $32 K - $305 K
Salary
- Unknown
Employment
- Started 05/24/2021
Financial Disclosure Details - OGE Form 278e (05/14/2022)
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 | IRA | |||
1.1 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Baillie Gifford Emerging Markets Equities Fund Institutional Class Shares (BGEGX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Columbia Dividend Income Fund Advisor Class Shares (CVIRX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity OTC Portfolio (FOCPX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Invesco WilderHill Clean Energy ETF (PBW) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | T Rowe Price New Horizons Fund, Inc Class I Shares (PRJIX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Ark Genomic Revolution ETF (ARKG) | $1,001 - $15,000 | None (or less than $201) | |
2 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
3 | Baillie Gifford Emerging Markets Equities Fund Institutional Class Shares (BGEGX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Columbia Dividend Income Fund Advisor Class Shares (CVIRX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) | $1,001 - $15,000 | None (or less than $201) | |
6 | Invesco WilderHill Clean Energy ETF (PBW) | $1,001 - $15,000 | None (or less than $201) | |
7 | MainStay MacKay High Yield Municipal Bond Fund Class I Shares (MMHIX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | iShares Russell Top 200 Growth ETF (IWY) | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. Bank Account | $1,001 - $15,000 | None (or less than $201) | |
10 | Brokerage Cash Account | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Eaton Vance Short Duration Inflation- Protected Income Fund Class I Shs (EIRRX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
2 | Invesco WilderHill Clean Energy ETF (PBW) | Purchase | 05/28/2022 | $1,001 - $15,000 |
3 | Fidelity OTC Portfolio (FOCPX) | Purchase | 05/28/2021 | $1,001 - $15,000 |
4 | Columbia Dividend Income Fund Advisor Class Shares (CVIRX) | Purchase | 05/28/2021 | $1,001 - $15,000 |
5 | Baillie Gifford Emerging Markets Equities Fund Institutional Class Shares (BGEGX) | Purchase | 05/28/2021 | $1,001 - $15,000 |
6 | T Rowe Price New Horizons Fund, Inc Class I Shares (PRJIX) | Purchase | 05/28/2021 | $1,001 - $15,000 |
7 | T Rowe Price New Horizons Fund, Inc Class I Shares (PRJIX) | Purchase | 05/28/2021 | $1,001 - $15,000 |
8 | New Alternatives Fund Class A Shares (NALFX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
9 | ARK Innovation ETF (ARKG) | Sale | 12/23/2021 | $1,001 - $15,000 |
10 | Invesco WilderHill Clean Energy ETF (PBW) | Sale | 12/23/2021 | $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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