Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.6 M
Salary
- Unknown
Employment
- 11/03/2021 - 04/20/2024
Financial Disclosure Details - OGE Form 278e (03/11/2023)
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 | |||
1.1 | Vanguard Information Tech ETF (VGT) | $1,001 - $15,000 | None (or less than $201) | |
2 | University of Pennsylvania 401k Retirement Plan | |||
2.1 | Vanguard Target Retirement 2035 Fund (VTTHX) | $100,001 - $250,000 | 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 | Pulmonary Hypertension Association | salary | ||
2 | Pulmonary Hypertension Association 401k Retirement Account | |||
2.1 | Principal Lifetime Hybrid 2040 Fund (PLTQX) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Artisan Small Cap Fund (ARTSX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Baron Opportunity Fund (BIOPX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | T. Rowe Price Global Stock Fund (PRGSX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Wasatch Ultra Growth Fund (WAMCX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Artisan Global Opportunities Fund (ARTRX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Rollover IRA from previous employers |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC College Savings 529 Plan (2031 Portfolio) | $100,001 - $250,000 | None (or less than $201) | |
2 | DC College Savings 529 Plan (2028 Portfolio) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
4 | Artisan Developing World Fund (ARTYX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Delaware Smid Cap Growth Fund (DFCIX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard Extended Market Index Fund (VXF) | $100,001 - $250,000 | $201 - $1,000 | |
7 | Vanguard Information Technology Index Fund (VGT) | $100,001 - $250,000 | $1,001 - $2,500 | |
8 | Vanguard Total Stock Market Index Fund (VTI) | $50,001 - $100,000 | $201 - $1,000 | |
9 | Commercial Property #1 (Boulogne, Argentina) | $15,001 - $50,000 | None (or less than $201) | |
10 | Commercial Property #2 (San Isidro, Argentina) | $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 | Truist Bank | $250,001 - $500,000 | 2009 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Michael R. Carpenter that is missing from this database?
Drop us a line at [email protected].