Estimated Net Worth
  • estimated net worth
    $385 K - $1.0 M
Salary
  • salary
    Unknown
Employment
  • Started 06/01/2023

Financial Disclosure Details - OGE Form 278e (05/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Markham Group/Hiring Our Heroes
Washington, District of Columbia
Program Manager
6/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth
1.1
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$15,001 - $50,000
$201 - $1,000
1.2
Vanguard Target Retirement Income Fund Investor Class Shares (VTINX)
$15,001 - $50,000
$1,001 - $2,500
1.3
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$50,001 - $100,000
$1,001 - $2,500
1.4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
$201 - $1,000
2
Markham Group 401k
2.1
Fidelity Freedom Index 2045 Fund Institutional Premium Class Share (FFOLX)
$1,001 - $15,000
None (or less than $201)
3
Markham Group
Salary
$51,039

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Channelview Independent School District Retirement
Channelview, Texas
I have withdrawn the funds from this account.
8/2014
2
Markum Group
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2021

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
Amazon, 401k
1.1
Vanguard Target 2040
$1,001 - $15,000
None (or less than $201)
2
Cloudforia, 401k plan
2.1
iShares MSCI EAFE International Index Fund Class K Shares (BTMKX)
None (or less than $1,001)
None (or less than $201)
2.2
Vanguard Consumer Staples Index Fund Admiral Shares (VCSAX)
None (or less than $1,001)
None (or less than $201)
2.3
Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
None (or less than $1,001)
None (or less than $201)
2.5
Vanguard Short-Term Federal Fund Admiral Shares (VSGDX)
$1,001 - $15,000
None (or less than $201)
3
Amazon
salary
4
Cloudforia (Salesforce Consulting)
salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Houston, TX
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
Brokerage Account
2.1
DocuSign, Inc. (DOCU)
$1,001 - $15,000
None (or less than $201)
2.2
Norwegian Cruise Line Holdings Ltd. (NCLH)
$1,001 - $15,000
None (or less than $201)
2.3
ContextLogic Inc. (WISH)
$1,001 - $15,000
None (or less than $201)
3
Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank (cash -checking)
$15,001 - $50,000
None (or less than $201)
5
U.S. bank (cash - savings)
$1,001 - $15,000
None (or less than $201)
6
Vanguard Wellesley Income Fund Investor Shares (VWINX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$100,001 - $250,000
2021
30

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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