Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.2 M
Salary
- Unknown
Employment
- Started 08/04/2022
Financial Disclosure Details - OGE Form 278e (03/25/2023)
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 | Rollover IRA | |||
1.1 | Vanguard Total Bond Market (BND) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.2 | iShares Russell 2000 ETF (IWM) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Vanguard Emerging Markets ETF (VWO) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.4 | DoubleLine Core Fixed Income I US Bond Fund (DBLFX) | None (or less than $1,001) | $201 - $1,000 | |
1.5 | DFA Emerging Markets Core Equity (DFCEX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.6 | U.S. brokerage cash account | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Large Cap International Portfolio Institutional Class Shares (DFALX) | $15,001 - $50,000 | $201 - $1,000 | |
1.8 | Schwab Fundamental US Large Company Index Fund (SFLNX) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | $50,001 - $100,000 | $2,501 - $5,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 Fd ETF (SPY) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
2 | T. Rowe Large Cap Value US equities (TILCX) | $15,001 - $50,000 | $5,001 - $15,000 | |
3 | Vanguard High Dividend Yield (VYM) | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | Vanguard US Large Cap Growth ETF (VUG) | $50,001 - $100,000 | $201 - $1,000 | |
5 | iShares S&P Global 100 (IOO) | $50,001 - $100,000 | $1,001 - $2,500 | |
6 | Vanguard US Small Cap 1750 ETF (VB) | $100,001 - $250,000 | $1,001 - $2,500 | |
7 | U.S. bank accounts (cash) | $250,001 - $500,000 | None (or less than $201) | |
8 | Northwestern Mutual Life Insurance Policy (Whole Life) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | Vanguard Inter-term Tax-Exempt Adm (VWIUX) | None (or less than $1,001) | $1,001 - $2,500 | |
10 | Vanguard FTSE Developed Markets ETF (VEA) | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Sale | 05/06/2022 | $100,001 - $250,000 |
2 | DoubleLine Core Fixed Income Fund Class I Shares (DBLFX) | Sale | 05/24/2022 | $50,001 - $100,000 |
3 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Purchase | 01/24/2022 | $15,001 - $50,000 |
4 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 01/24/2022 | $1,001 - $15,000 |
5 | iShares National Muni Bond ETF (MUB) | Purchase | 05/06/2022 | $100,001 - $250,000 |
6 | iShares Core S&P 500 ETF (IVV) | Purchase | 05/24/2022 | $50,001 - $100,000 |
7 | iShares National Muni Bond ETF (MUB) | Purchase | 06/08/2022 | $1,001 - $15,000 |
8 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 06/08/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $1,000,001 - $5,000,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 2 | Status as a Senior Foreign Service Officer is listed because I was performing temporary duties that do not have a position or title. |
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