Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/24/2024)
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 | Inherited IRA | |||
1.1 | Palmer Square Income Plus Fund (PSYPX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Metropolitan West Total Return Bond Fund (MWTIX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Harding Loevner International Equity Portfolio (HLMIX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard Tax Managed Fund FTSE Developed Markets (VEA) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Undiscovered Managers Behavioral Value Fund Class L Shares (UBVLX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Dodge & Cox Income Fund (DODIX) | $100,001 - $250,000 | None (or less than $201) | |
2.7 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | $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 | Amy Kramer Consulting LLC | $15,001 - $50,000 | Business Income | |
2 | TIAA Traditional | $100,001 - $250,000 | None (or less than $201) | |
3 | Simplified Employee Pension Plan | |||
3.1 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Rollover IRA | |||
4.1 | Metropolitan West Total Return Bond Fund (MWTIX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Harding Loevner International Equity Portfolio (HLMIX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Nuance Concentrated Value Fund Institutional Class Shares (NCVLX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Primecap Odyssey Growth Fund (POGRX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $2,501 - $5,000 | |
2 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust (SPY) | Sale | 02/01/2023 | $1,001 - $15,000 |
2 | MetWest Total Return Bond Fund Class M Shares (MWTRX) | Sale | 03/24/2023 | $1,001 - $15,000 |
3 | Dodge & Cox Income Fund (DODIX) | Purchase | 03/24/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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