Estimated Net Worth
- $607 K - $1.5 M
Salary
- $147 K
Employment
- Started 08/01/2022
Records
Financial Disclosure Details - OGE Form 278e (04/18/2023)
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 | Charles Schwab IRA | |||
1.1 | USAA Cornerstone Moderately Aggressive Fund (USCRX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Victory Capital IRA | |||
2.1 | USAA Income Fund Fund Class Shares (USAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | USAA Nasdaq-100 Index Fund (USNQX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | USAA World Growth Fund Fund Class Shares (USAWX) | $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 | Jenner & Block, LLP | |||
1.1 | Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX) | $250,001 - $500,000 | None (or less than $201) | |
2 | New York Life Investments | |||
2.1 | MainStay Moderate Growth Allocation Fund Class A Shares (MGDAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | New York Life Roth IRA | |||
3.1 | MainStay Moderate Growth Allocation Fund Class A Shares (MGDAX) | $100,001 - $250,000 | None (or less than $201) | |
4 | New York Life Investments IRA | |||
4.1 | MainStay Growth Allocation Fund Class A Shares (MGXAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Jenner & Block, LLP partnership equity (value not readily ascertainable) | Partnership income |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | New York Life Future Mutual Income Annuity | $50,001 - $100,000 | None (or less than $201) | |
2 | New York Life Custom Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) | |
3 | New York Life Custom Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. credit union (cash) | $100,001 - $250,000 | None (or less than $201) | |
5 | U.S. bank account (cash) | $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 | Citi Private Bank | $100,001 - $250,000 | 2021 | 10 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | For buying partnership shares in Jenner & Block, LLP |
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