Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $4.7 M
Salary
- $130 K
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (04/17/2024)
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 | IRA #1 | |||
1.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA #1 | |||
2.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $15,001 - $50,000 | None (or less than $201) | |
3 | Zuckerman Spaeder 401K | |||
3.1 | American Funds 2045 Target Date Retirement Fund Class R6 Shs (RFHTX) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Zuckerman Spaeder | Washington, D.C., District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2012 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | Transamerica Financial Life Insurance, Variable Life | |||
2.1 | BlackRock Government Money Market Portfolio | $50,001 - $100,000 | None (or less than $201) | |
2.2 | BlackRock Sustainable Balanced Portfolio BlackRock Sustainable Balanced Portfolio | $250,001 - $500,000 | None (or less than $201) | |
3 | Brokerage Account #1 | |||
3.1 | JPMorgan Hedged Equity Fund Class A Shares (JHQAX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | International Equity Portfolio Investor Class Shares (HLMNX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.3 | BlackRock Municipal 2030 Target Term Trust (BTT) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | First Trust Water ETF (FIW) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | iShares Core S&P 500 ETF (IVV) | $250,001 - $500,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco Premier U.S. Government Money INSTL CL (IUGXX) | Sale | 12/22/2023 | $1,001 - $15,000 |
2 | American Funds Growth Fund of America CL A (AGTHX) | Sale | 12/22/2023 | $1,001 - $15,000 |
3 | Hartford Schroders Emerging Markets Equity CL A (SEMVX) | Sale | 12/22/2023 | $1,001 - $15,000 |
4 | American Funds Fundamental Investors CL A (ANCFX) | Sale | 12/22/2023 | $1,001 - $15,000 |
5 | Harding Loevner International Equity Investor CL (HLMNX) | Sale | 12/22/2023 | $1,001 - $15,000 |
6 | PIMCO All Asset Fund CL A (PASAX) | Sale | 12/22/2023 | $1,001 - $15,000 |
7 | Harding Loevner Emerging Markets Advisor CL (HLEMX) | Sale | 12/22/2023 | $1,001 - $15,000 |
8 | PIMCO Income Fund CL A (PONAX) | Sale | 12/22/2023 | $1,001 - $15,000 |
9 | Davis New York Venture Fund CL A (NYVTX) | Sale | 12/22/2023 | $1,001 - $15,000 |
10 | Causeway International Value Fund Investor CL (CIVVX) | Sale | 12/22/2023 | $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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