Observations
- Millionaire
Estimated Net Worth
- $51.0 M - $154.4 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/17/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | President | Present | |
2 | Trustee | Present | ||
3 | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SERice LLC | |||
2 | SEP-IRA | |||
2.1 | UBS INSURED SWEEP CASH PROGRAM | $15,001 - $50,000 | None (or less than $201) | |
2.2 | UBS Select Government Investor Fund (SGEXX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.3 | BEAL BANK FIXED RATE CD | $100,001 - $250,000 | None (or less than $201) | |
3 | BENEFICIARY IRA | |||
3.1 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares Core MSCI EAFE ETF (IEFA) | $50,001 - $100,000 | $1,001 - $2,500 | |
3.3 | Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | WASHINGTON, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2002 |
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 | Disney, 401(k) plan: | |||
1.1 | Vanguard 500 Index Fund Institutional Select Shares (VFFSX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | BTC Lifepath 2025 F | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Northern Global Sustainability Index Unitized Fund (NSRIX) | $250,001 - $500,000 | None (or less than $201) | |
2 | Disney, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | RBC Select Balanced Portfolio - Sr. A (RBF460) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of Nova Scotia (BNS) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
2 | Canadian Imperial Bank of Canada | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
3 | Great West Life | $1,000,001 - $5,000,000 | Dividends | $50,001 - $100,000 |
4 | Royal Bank of Canada (RY) | $5,000,001 - $25,000,000 | Dividends | $100,001 - $1,000,000 |
5 | Toronto-Dominion Bank (TD) | $5,000,001 - $25,000,000 | Dividends | $100,001 - $1,000,000 |
6 | iShares MSCI EAFE ETF (EFA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
7 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
8 | Bank of Montreal (BMO) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
9 | SPDR S&P 500 ETF Trust (SPY) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
10 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | Purchase | 10/25/2022 | $1,001 - $15,000 |
2 | SPDR SER Trust S&P Oil Expl & Production ETF (XOP) | Purchase | 10/25/2022 | $1,001 - $15,000 |
3 | ISHARES MBS ETF (MBB) | Purchase | 10/25/2022 | $1,001 - $15,000 |
4 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | Purchase | 10/25/2022 | $1,001 - $15,000 |
5 | VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) | Purchase | 09/28/2022 | $1,001 - $15,000 |
6 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | 09/28/2022 | $1,001 - $15,000 |
7 | Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | Purchase | 08/02/2022 | $1,001 - $15,000 |
8 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | Purchase | 07/14/2022 | $1,001 - $15,000 |
9 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | 07/14/2022 | $1,001 - $15,000 |
10 | iShares 20+ Year Treasury Bond ETF (TLT) | Purchase | 06/28/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
2 | 1 | All fees and payments for speeches and public appearances, books, opinion writing, residuals and travel are received by SERice LLC. |
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