Observations
- Millionaire
Estimated Net Worth
- $5.4 M - $12.3 M
Salary
- Unknown
Employment
- Started 03/29/2012
Financial Disclosure Details - OGE Form 278e (05/14/2023)
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 | IRA: Fidelity Total Market Index Fund (FSKAX) Formerly, Fidelity Spartan Total Market Index (FSTVX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRRL: Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRRL: Fidelity ContraFund (FCNTX) | None (or less than $1,001) | None (or less than $201) | |
4 | IRRL: Fidelity Total Market Index Fund (FSKAX) Formerly, Fidelity Spartan Total Market Index (FSTVX) | $100,001 - $250,000 | None (or less than $201) | |
5 | IRRL: Akre Focus Fund INSTL (AKRIX) | $250,001 - $500,000 | None (or less than $201) | |
6 | IRA: Fidelity ContraFund (FCNTX) | None (or less than $1,001) | None (or less than $201) | |
7 | IRRL: iShares Core S&P Total US Stock Market ETF (ITOT) | $100,001 - $250,000 | None (or less than $201) | |
8 | Roth IRA: Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
9 | Roth IRA: iShares Core S&P Total US Stock Market ETF (ITOT) | $15,001 - $50,000 | None (or less than $201) | |
10 | IRRL: iShares TR BlackRock Ultra Short ETF (ICSH) | $250,001 - $500,000 | 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 | IRA: Fidelity ContraFund (FCNTX) | None (or less than $1,001) | $201 - $1,000 | |
2 | Roth IRA: Fidelity ContraFund (FCNTX) | None (or less than $1,001) | None (or less than $201) | |
3 | SEP IRA: Fidelity ContraFund (FCNTX) | None (or less than $1,001) | $201 - $1,000 | |
4 | IRRL: Fidelity Total Market Index Fund (FSKAX) Formerly, Fidelity Spartan Total Market Index (FSTVX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | IRRL: Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
6 | SEP IRA: iShares Core S&P Total US Stock Market ETF (ITOT) | $1,001 - $15,000 | None (or less than $201) | |
7 | IRRL: iShares TR 0-3 MNTH Treasury Bill ETF (SGOV) | None (or less than $1,001) | $1,001 - $2,500 | |
8 | IRRL: SPDR Portfolio S&P 500 Value ETF (SPYV) | $50,001 - $100,000 | $1,001 - $2,500 | |
9 | IRRL: JP Morgan Exchange Traded FD Ultra Short Inc (JPST) | $50,001 - $100,000 | $201 - $1,000 | |
10 | Cortina Productions, Inc. | Independent Contractor Compensation |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Treasury Money Market Fund (FZFXX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Fidelity ContraFund (FCNTX) | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | Fidelity Total Market Index Fund (FSKAX) Formerly, Fidelity Spartan Total Market Index (FSTVX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | SPDR S&P 500 ETF Trust (SPY) | None (or less than $1,001) | None (or less than $201) | |
5 | Fidelity ContraFund (FCNTX) | $15,001 - $50,000 | $5,001 - $15,000 | |
6 | Fidelity Total Market Index Fund (FSKAX) Formerly, Fidelity Spartan Total Market Index (FSTVX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
7 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Fidelity 500 Index Fund (FXAIX) Formerly, Fidelity Spartan 500 Index Advantage (FUSVX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
9 | Vanguard Limited Term Tax Exempt Admiral (VMLUX) | $250,001 - $500,000 | $5,001 - $15,000 | |
10 | Fidelity Treasury Money Market Fund (FZFXX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | W IRRL: iShares TR Short Treasury Bond ETF (SHV) | Purchase | 11/09/2022 | $100,001 - $250,000 |
2 | W IRRL: iShares TR 0-3 MNTH Treasury ETF (SGOV) | Sale | 11/09/2022 | $100,001 - $250,000 |
3 | H IRRL: Lazard Global Listed Infrastructure Instl (GLIFX) | Purchase | 06/01/2022 | $50,001 - $100,000 |
4 | H IRRL: Schwab US Dividend Equity ETF (SCHD) | Purchase | 06/01/2022 | $15,001 - $50,000 |
5 | H IRRL: iShares TR Short Treasury Bond ETF (SHV) | Purchase | 11/09/2022 | $50,001 - $100,000 |
6 | H IRRL: Akre Focus Fund Instl (AKRIX) | Sale | 06/01/2022 | $50,001 - $100,000 |
7 | H IRRL: Fidelity ContraFund (FCNTX) | Sale | 06/01/2022 | $15,001 - $50,000 |
8 | H IRRL: iShares TR 0-3 MNTH Treasury ETF (SGOV) | Sale | 11/09/2022 | $50,001 - $100,000 |
9 | W Roth IRA: Schwab US Dividend Equity ETF (SCHD) | Purchase | 06/01/2022 | $1,001 - $15,000 |
10 | W Roth IRA: Fidelity ContraFund (FCNTX) | Sale | 06/01/2022 | $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 |
|---|---|---|
Nothing reported in this section | ||
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