Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.7 M
Salary
- Unknown
Employment
- Started 09/03/2022
Records
Financial Disclosure Details - OGE Form 278e (01/10/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Encinitas, California | Trustee | 4/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Filer IRA | Cash distribution | $40,000 | |
1.1 | Nvidia common stock | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Meta (Facebook) common stock | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Johnson & Johnson common stock | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Salesforce common stock | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Microsoft common stock | $15,001 - $50,000 | None (or less than $201) | |
1.6 | SPDR Gold Shares (GLD) | $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 | Spouse IRA | |||
1.1 | IBM common stock | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Starbucks common stock | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Cisco common stock | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Kyndryl Holdings common stock | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | First Trust Morningstar Dividend Leaders Index Fund (FDL) | $15,001 - $50,000 | $2,501 - $5,000 | |
3 | First Trust Value Line Dividend Index Fund (FVD) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $100,001 - $250,000 | $201 - $1,000 | |
5 | Vanguard Health Care Index Fund ETF Class Shares (VHT) | $50,001 - $100,000 | $201 - $1,000 | |
6 | BLACKROCK GLOBAL ALLOCATION FUND, INC. Institutional | $15,001 - $50,000 | $201 - $1,000 | |
7 | JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | None (or less than $201) | |
8 | First Trust Rising Dividend Achievers ETF (RDVY) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Advisors Disciplined Trust Unit 2099 | None (or less than $1,001) | $15,001 - $50,000 | |
10 | Mastercard, Inc. (MA) | $500,001 - $1,000,000 | Dividends | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Fed Loan Servicing | $250,001 - $500,000 | 2022 | 10 years |
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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