Estimated Net Worth
- $39 K - $235 K
Salary
- Unknown
Employment
- Started 01/11/2021
Financial Disclosure Details - OGE Form 278e (02/07/2023)
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 |
|---|---|---|---|---|
1 | T. Rowe Price retirement 2050 Fund | $15,001 - $50,000 | 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 | Morgan Stanley | Salary | ||
2 | 401K Morgan Stanley | |||
2.1 | SSGA Target Retirement 2045 Index | $15,001 - $50,000 | None (or less than $201) | |
2.2 | BlackRock S&P 500 Index | $1,001 - $15,000 | None (or less than $201) | |
2.3 | BlackRock S&P 400 Midcap Index | $1,001 - $15,000 | None (or less than $201) | |
2.4 | BlackRock Russell 2000 Index | $1,001 - $15,000 | None (or less than $201) | |
2.5 | BlackRock Emerging Markets Index | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NY 529 #1 | $1,001 - $15,000 | None (or less than $201) | |
1.1 | Aggressive Age-Based Portfolio (child age 5- 6) | None (or less than $201) | ||
1.2 | Small Cap Index Portfolio | None (or less than $201) | ||
1.3 | Growth Portfolio | None (or less than $201) | ||
2 | U.S. bank (cash) | $1,001 - $15,000 | ||
3 | Chase | $1,001 - $15,000 | ||
4 | NY 529 #2 | |||
5 | Aggressive Age-Based Portfolio (child age 0- 4) | $1,001 - $15,000 | None (or less than $201) | |
6 | NY 529 #3 | |||
6.1 | Aggressive Age-Based Portfolio (child aged 0- 4) | $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 | American Express | $15,001 - $50,000 | 2016 | revolving |
2 | Great Lakes - U.S. DEPARTMENT OF EDUCATION (798581) - Consolidated | $15,001 - $50,000 | 2007 | Installment |
3 | Great Lakes - U.S. DEPARTMENT OF EDUCATION (798581) - Stafford | $15,001 - $50,000 | 2006 | Installment |
4 | Great Lakes - Great Lakes - U.S. DEPARTMENT OF EDUCATION (798581) - Graduate Plus | $15,001 - $50,000 | 2006 | Installment |
5 | SOFI | $10,001 - $15,000 | 2018 | 44 months |
6 | SOFI | $10,001 - $15,000 | 2018 | 28 |
7 | SOFI | $10,001 - $15,000 | 2016 | 84 |
8 | SOFI | $10,001 - $15,000 | 2017 | 60 |
9 | Citi - CC | $15,001 - $50,000 | 2009 | revolving |
10 | Bank of America | $15,001 - $50,000 | 2010 | revolving |
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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