Observations
- Millionaire
Estimated Net Worth
- $11.0 M - $29.4 M
Salary
- Unknown
Employment
- 12/05/2021 - 08/04/2023
Financial Disclosure Details - OGE Form 278e (05/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Museum of Fine Arts Houston | Houston, Texas | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Promissory Note, Maple Stone, Inc. (wholesale and distributor of natural stone) | $1,000,001 - $5,000,000 | 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 | Maple Stone, Inc. (wholesale and distributor of natural stone) | Over $1,000,000 | Management consulting fees | $1,846,900 |
2 | Promissory Note, Maple Stone, Inc. (wholesale and distributor of natural stone) | Over $1,000,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo Brokerage Account (1) | |||
1.1 | Cash Deposit | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Alerian MLP ETF (AMLP) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.3 | Bank of America Corp. (BAC) | $500,001 - $1,000,000 | Interest | $50,001 - $100,000 |
1.4 | Blackstone Mortgage Trust, Inc. (BXMT) | $50,001 - $100,000 | Dividends | $5,001 - $15,000 |
1.5 | Citigroup, Inc. (C) | $1,000,001 - $5,000,000 | Dividends | $15,001 - $50,000 |
1.6 | Ford Motor Co. (F) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
1.7 | Magellan Midstream Partners, LP (MMP) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
1.8 | Morgan Stanley & Co (MS) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
1.9 | UBS Group AG (UBS) | $100,001 - $250,000 | Capital Gains Dividends | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | International Business Machines Corp. (IBM) | Sale | 01/11/2022 | $50,001 - $100,000 |
2 | JPMorgan (JPM) | Sale | 01/13/2022 | $50,001 - $100,000 |
3 | Apple, Inc. (AAPL) | Sale | 01/13/2022 | $15,001 - $50,000 |
4 | ATT | Sale | 02/15/2022 | $1,001 - $15,000 |
5 | Intel Corp. (INTC) | Sale | 03/02/2022 | $50,001 - $100,000 |
6 | Call Moderna (MRNA) | Sale | 12/01/2021 | $1,001 - $15,000 |
7 | Verizon Communications, Inc. (VZ) | Sale | 12/28/2021 | $100,001 - $250,000 |
8 | Banco Santander (SAN) | Purchase | 12/28/2021 | $50,001 - $100,000 |
9 | Apple, Inc. (AAPL) | Sale | 12/29/2021 | $15,001 - $50,000 |
10 | Citigroup, Inc. (C) | Purchase | 12/29/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Brokerage Account (3) | $50,001 - $100,000 | 2021 | Revolving |
2 | Visa | $50,001 - $100,000 | 2021 | Revolving |
3 | American Express | $15,001 - $50,000 | 2021 | Revolving |
4 | Wells Fargo Brokerage Account (2) | $500,001 - $1,000,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Income figure is aggregate for 2019 and 2020 |
6 | 4.8 | Income includes nondividend distributions |
6 | 5.5 | Income includes partnership distributions. |
6 | 5.9 | Income includes partnership distributions. |
6 | 16 | Warehouse project |
Do you have information about Sima J. Ladjevardian that is missing from this database?
Drop us a line at [email protected].