Estimated Net Worth
- $655 K - $1.6 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (02/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Naperville, Illinois | Co-trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Google (GOOG) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Google (GOOGL) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Apple (APPL) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity Go | |||
2.1 | Fidelity Adviser Freedom 2045 Fund (FDFIX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity Flex U.S. Bond Index Fund (FIBUX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Flex Int'l Index Fund (FITFX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Flex Mid Cap Index Fund (FLAPX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity Flex Small Cap Index Fund (FLXSX) | $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 | Amazon Web Services (Cloud hosting provider) | salary, bonus | ||
2 | Amazon Restricted Stock Units (RSUs) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Capital One 401k | |||
3.1 | Black Rock Lifepath Index 2050 fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Amazon 401K | |||
4.1 | Vanguard Target 2050 fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC 529 plan | |||
1.1 | 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.2 | 2028 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Money Market Account | $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 | U.S. Department of Education | $15,001 - $50,000 | 2008 | 73 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This is a revocable living trust. |
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