Estimated Net Worth
  • estimated net worth
    $988 K - $3.6 M
Salary
  • salary
    Unknown
Employment
  • Started 01/25/2021

Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Harris County Judge's Office
Houston, Texas
Senior Policy Advisor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Harris County Judge's Office
Salary
$22,036
2
Vanguard Rollover IRA
2.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
$1,001 - $15,000
None (or less than $201)
2.3
VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard FTSE All-World ex US Index Fund Admiral Class Shares (VFWAX)
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
$15,001 - $50,000
None (or less than $201)
2.6
VanguardGlobal ESG Select Stock Fund Investor Shares (VEIGX)
$1,001 - $15,000
None (or less than $201)
2.7
VanguardGlobal ex-US Real Estate Index Fund Admiral Shares (VGRLX)
$1,001 - $15,000
None (or less than $201)
2.8
Vanguard Large-Cap Index Fund Admiral Shares (VLCAX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Harris County (Texas County & District Retirement System)
Houston, Texas
The cash will stay in the account and gain 7% interest. I can request a payout of the balance in the account at anytime.
4/2019

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
Polaris Project
salary, bonus
2
Fidelity Rollover IRA
2.1
Fidelity Small Cap Enhanced Index Fund (FCPEX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Emerging Markets Index Fund (FPADX)
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Real Estate Investment Portfolio (FRESX)
$15,001 - $50,000
None (or less than $201)
2.4
Fidelity Total Market Index Fund (FSKAX)
$100,001 - $250,000
None (or less than $201)
2.5
Fidelity Extended Market Index Fund (FSMAX)
$100,001 - $250,000
None (or less than $201)
2.6
Fidelity International Index Fund (FSPSX)
$15,001 - $50,000
None (or less than $201)
2.7
Fidelity ZERO International Index Fund (FZILX)
$15,001 - $50,000
None (or less than $201)
2.8
Fidelity ZERO Total Market Index Fund (FZROX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank #1
$15,001 - $50,000
None (or less than $201)
2
US Bank #2
$15,001 - $50,000
None (or less than $201)
3
US Credit Union #1
$1,001 - $15,000
None (or less than $201)
4
US Credit Union #2
$100,001 - $250,000
Interest
$201 - $1,000
5
New Hampshire 529 College Savings Plan
5.1
New Hampshire Aggressive Growth Portlfolio
$1,001 - $15,000
None (or less than $201)
5.2
NH International Index
$1,001 - $15,000
6
U.S. Treasury Bonds
$15,001 - $50,000
None (or less than $201)
7
Ally Brokerage
$201 - $1,000
7.1
Stratasys Ltd (SSYS)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Contrafund (FCNTX)
Sale
03/03/2021
$1,001 - $15,000
2
Fidelity Puritan Fund (FPURX)
Sale
03/03/2021
$1,001 - $15,000
3
Nationwide Mid Cap Market Index Fund Institutional Service Class Shares (NWXQX)
Sale
03/03/2021
$1,001 - $15,000
4
Nationwide Small Cap Index Fund Institutional Service Class Shares (NWXRX)
Sale
03/03/2021
$1,001 - $15,000
5
SEI Institutional Managed Trust - S&P 500 Index Fund - Class F
Sale
03/03/2021
$15,001 - $50,000
6
IQ Candriam ESG US Equity ETF (IQSU)
Purchase
04/20/2021
$1,001 - $15,000
7
iShares MSCI USA ESG Select ETF (SUSA)
Purchase
12/03/2021
$1,001 - $15,000
8
iShares MSCI USA ESG Select ETF (SUSA)
Purchase
11/26/2021
$1,001 - $15,000
9
Fidelity Intermediate Treasury Bond Index Fund (FUAMX)
Purchase
01/05/2021
$1,001 - $15,000
10
Fidelity Long-Term Treasury Bond Index Fund (FNBGX)
Purchase
01/05/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navient
$15,001 - $50,000
2005
30 years
2
Navient
$15,001 - $50,000
2005
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2.18
This asset should have been included in the previous year's report.
5
4.7
This asset was inadvertently left off of the previous year's report.
5
7
This retirement account was inadvertently left off of last year's report.

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