Observations
- Millionaire
Estimated Net Worth
- $4.2 M - $7.8 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/08/2022)
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 |
|---|---|---|---|---|
1 | Vanguard STAR Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard International Growth Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard PRIMECAP Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
4 | Vanguard Small-Cap Index Institutional Shares | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Mid-Cap Index Fund Institutional Shares | $50,001 - $100,000 | None (or less than $201) | |
6 | Vanguard Emerging Markets Select Stock (VMMSX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Energy Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Equity Income Fund Admiral Shares | $50,001 - $100,000 | 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 | Vanguard STAR Fund | $100,001 - $250,000 | None (or less than $201) | |
2 | Vanguard Emerging Marks Select Stock Fund | $50,001 - $100,000 | None (or less than $201) | |
3 | Exelon Corp. | Salary | ||
4 | Vanguard International Growth Fund Investor Shares (VWIGX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Exelon Target Retirement 2045 Fund | $50,001 - $100,000 | None (or less than $201) | |
6 | Exelon Corp. (EXC) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Coca Cola Company, common stock | $1,001 - $15,000 | None (or less than $201) | |
2 | Pfizer Inc | $1,001 - $15,000 | None (or less than $201) | |
3 | Fidelity Equity Income Shares | $500,001 - $1,000,000 | $15,001 - $50,000 | |
4 | Vanguard Emerging Markets Select Stock | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | Vanguard Equity Income Fund Admiral Shares | $500,001 - $1,000,000 | $15,001 - $50,000 | |
6 | Vanguard Explorer Fund Investor Shares | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | Vanguard International Explorer | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Small-Cap Index Admiral Shares | $50,001 - $100,000 | $201 - $1,000 | |
9 | Vanguard 500 Index Admiral Shares | $250,001 - $500,000 | $5,001 - $15,000 | |
10 | Vanguard Developed Markets Index Admiral | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Rivian Stock Purchase | Purchase | 11/10/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $15,001 - $50,000 | 2002 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 15.1 | Value represents spouse's proportionate interest in LLC. |
6 | 16.1 | Value represents spouse's proportionate interest in LLC. |
6 | 17.1 | Value represents spouse's proportionate interest in LLC. |
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