Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $8.3 M
Salary
- Unknown
Employment
- Started 12/15/2022
Records
Financial Disclosure Details - OGE Form 278e (01/26/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Elk Grove, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | US bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Vanguard Balanced Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Wellesley Income Fund | $50,001 - $100,000 | 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 IRA #1 | |||
1.1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse IRA #2 | |||
2.1 | U.S. bank #4 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse IRA #3 | |||
3.1 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Wellesley Income Fund Investor Shares (VWINX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | USAA Virginia Bond Fund Fund Class Shares (USVAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | Raiffaisen Bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #3 (cash) | $500,001 - $1,000,000 | Interest | $2,501 - $5,000 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | $201 - $1,000 | |
7 | Vanguard STAR Fund Investor Shares (VGSTX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Vanguard European Stock Index Fund Admiral Shares (VEUSX) | $1,001 - $15,000 | $201 - $1,000 | |
9 | Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX) | $15,001 - $50,000 | None (or less than $201) | |
10 | Vanguard Tax-Exempt Bond Index Fund Admiral Shares (VTEAX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navy Federal Credit Union | $100,001 - $250,000 | 2014 | 30 years |
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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