Estimated Net Worth
- $590 K - $1.6 M
Salary
- Unknown
Employment
- Started 09/01/2023
Financial Disclosure Details - OGE Form 278e (05/05/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Vice President, Ethics (Interim)/ Senior Director, Ethics & Business Conduct | 11/2021 | |
2 | Defense Industry Initiatives | , Virginia | Chairman, Executive Working Group | 11/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Boeing Co. | |||
1.1 | The Boeing Co. 401(k) Plan | |||
1.1.1 | S&P 500 Index Fund | $50,001 - $100,000 | None (or less than $201) | |
1.1.2 | Balanced Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.1.3 | Boeing Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | The Boeing Co. (employment) | Salary, bonus, severance | $822,019 | |
1.3 | The Boeing Co. Stock Plans | |||
1.3.1 | The Boeing Co. (Vested, undistributed RSUs) | $100,001 - $250,000 | None (or less than $201) | |
1.3.2 | Boeing Performance Award (Unvested) | $50,001 - $100,000 | None (or less than $201) | |
1.3.3 | The Boeing Co. Performance-Based RSUs (Unvested) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The Boeing Co. 401(k) | Arlington, Virginia | I will continue to participate in this defined contribution plan. My former employer no longer makes any contributions to the account. | 9/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | The Boeing Co. | Arlington, Virginia | Vice President, Ethics (Interim)/ Senior Director, Ethics & Business Conduct |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Tesla (TSLA) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Rivian Automotive (RIVN) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Ark Fintech Innovation ETF (ARKF) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | ARK Innovation ETF (ARKK) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | ARK Space Exploration ETF (ARKX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US brokerage account #1 | |||
1.1 | Rivian Automotive (RIVN) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Schwab 1000 Index ETF (SCHK) | $1,001 - $15,000 | None (or less than $201) | |
2 | VA 529 Plan - Self | |||
2.1 | DC #1 - Aggressive Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | DC #2 - Aggressive Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | VA 529 Plan - Spouse | Distribution | $10,500 | |
3.1 | DC #1 - Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.2 | DC #1 - Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | US bank account (cash) | $250,001 - $500,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 1.1.3 | Composed of >99% Boeing stock (BA); remainder is cash and cash equivalents to provide liquidity. |
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