Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/07/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | National Student Clearinghouse | Salary | ||
2 | National Student Clearinghouse 401(k) Retirement 2030 Fund(T Rowe Price) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Marconi USA Retirement Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank checking account | $15,001 - $50,000 | None (or less than $201) | |
2 | Schwab Investment Account - Joint Tenant | |||
2.1 | Berkshire Hathaway Class B BRKB | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Mid-Cap Growth VO | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | Vanguard Small-Cap VB | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Vanguard Total Stock Market Index Admiral Shares VTI | $50,001 - $100,000 | $1,001 - $2,500 | |
3 | Schwab Roth IRA Filer | |||
3.1 | IShares Core US AGG | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares MSCI ACWI ETF ACWI | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Schwab US Aggregate Bond ETF SCHZ | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares US Treasury Bond GOVT | Purchase | 07/01/2022 | $1,001 - $15,000 |
2 | Vanguard Growth EFT VUG | Purchase | 07/01/2022 | $1,001 - $15,000 |
3 | iShares Core MSCI Emerging Markets ETF IEMG | Purchase | 10/03/2022 | $1,001 - $15,000 |
4 | Xtrackers MSCI EAFE Hedged Equity ETF DBEF | Sale | 10/03/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | Retirement Plan managed by Mass Mutual. Asset allocation is in a Lifestyle/Lifecycle Fund. |
6 | 6 | Fixed Index Annuity. |
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