Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $10.5 M
Salary
- Unknown
Employment
- Started 09/28/2023
Financial Disclosure Details - OGE Form 278e (04/17/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Steptoe & Johnson, LLP (law firm) | salary | ||
2 | Steptoe & Johnson, LLP (401k retirement account) | |||
2.1 | American Fds Europacific Gr R6 | None (or less than $1,001) | None (or less than $201) | |
2.2 | American Fundamental R6 | None (or less than $1,001) | None (or less than $201) | |
2.3 | American Fds Washington Mutual | None (or less than $1,001) | None (or less than $201) | |
2.4 | American Growth Fd of America R6 | None (or less than $1,001) | None (or less than $201) | |
2.5 | State St Russell Sm/Mid Cp Indx | None (or less than $1,001) | None (or less than $201) | |
2.6 | State Street Global All Cap Equity Ex-US Idx | None (or less than $1,001) | None (or less than $201) | |
2.7 | State St Bnd Indx | None (or less than $1,001) | None (or less than $201) | |
3 | IRA Contributory account |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | First Eagle Overseas Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | IBM Corp | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
3 | JP Morgan Diversified Mid Cap Growth Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | TCW Relative Value Dividend Appreciation Fund | $50,001 - $100,000 | $5,001 - $15,000 | |
5 | Vanguard Growth Index Admiral Shares | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | Verizon Communications Inc | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
7 | Vanguard Value Index Fund Admiral Shares | $100,001 - $250,000 | $1,001 - $2,500 | |
8 | Vanguard Small Cap Index Fund Admiral Shares | $15,001 - $50,000 | $201 - $1,000 | |
9 | U.S. brokerage money market account (cash) | $50,001 - $100,000 | None (or less than $201) | |
10 | Harbor Capital Appreciation Fund | $100,001 - $250,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VANGUARD FTSE DEVELOPED MARKETS ETF | Sale | 11/29/2022 | $15,001 - $50,000 |
2 | Vanguard Total International Stock Index Fund ETF Shares (VXUS) | Purchase | 11/29/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
5 | 1 | employment ended July 30, 2022 |
5 | 2 | retirement account rolled over into IRA Contributory account upon completion of Steptoe employment on 07/30/2022 |
6 | 17 | sold November 2022 |
6 | 18 | bought November 2022 |
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