Estimated Net Worth
- $239 K - $810 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/28/2024)
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 | Schwab IRA - iShares ESG MSCI USA Small- Cap ETF (ESML) | $1,001 - $15,000 | None (or less than $201) | |
2 | Schwab IRA - Vanguard FTSE Developed Markets Index Fund ETF (VEA) | $1,001 - $15,000 | None (or less than $201) | |
3 | Schwab IRA - iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
4 | Schwab IRA - Vanguard Total Bond Market (BND) | $1,001 - $15,000 | None (or less than $201) | |
5 | Schwab IRA - Vanguard FTSE Emerging Markets Index Fund ETF (VWO) | $1,001 - $15,000 | None (or less than $201) | |
6 | Schwab IRA - Invesco QQQ Trust (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
7 | Schwab IRA - Select Sector Utilities (XLU) | $1,001 - $15,000 | None (or less than $201) | |
8 | Schwab JTWROS - Ishares Core S&P 500 ETF (IVV) | $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 |
|---|---|---|---|---|
1 | Patient-Centered Outcome Research Institute (PCORI) | salary | ||
2 | State Street Target Retirement 2040 Fund | $100,001 - $250,000 | $2,501 - $5,000 | |
3 | Schwab IRA -Vanguard Total Bond Market (BND) | $15,001 - $50,000 | $201 - $1,000 | |
4 | Schwab IRA -Vanguard Intl Bond Market (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Schwab IRA -iShares Core S&) 500 ETF (IVV) | $50,001 - $100,000 | $201 - $1,000 | |
6 | Schwab IRA - Invesco QQQ Trust (QQQ) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Schwab IRA - iShares Global REIT (REET) | $1,001 - $15,000 | None (or less than $201) | |
8 | Schwab IRA - Vanguard Small Cap (VB) | $15,001 - $50,000 | None (or less than $201) | |
9 | Schwab IRA - Vanguard FTSE Developed Markets Index Fund ETF (VEA) | $15,001 - $50,000 | None (or less than $201) | |
10 | Schwab IRA - Vanguard FTSE Emerging Markets Index Fund ETF (VWO) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (Money Market Savings Account) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | U.S. bank #1 (Checking Account) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | U.S. bank #2 (Checking Account) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schawb IRA - Select Sector Utilities (XLU) | Purchase | 01/06/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nelnet | $15,001 - $50,000 | 2008 | |
2 | Nelnet | $15,001 - $50,000 | 2008 | |
3 | Sofi Mohela | $15,001 - $50,000 | 2017 | |
4 | Sofi Mohela | $15,001 - $50,000 | 2022 | |
5 | Discover Student Loan | $15,001 - $50,000 | 2010 | |
6 | Firstmark (Citigroup) | $15,001 - $50,000 | 2010 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 6 | Asset held previously but value was below reportable threshold. |
8 | 5 | Rolled into new liability. |
8 | 6 | Rolled into new liability. |
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