Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/30/2022)
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 | The Charles Schwab IRA Rollover | $50,001 - $100,000 | ||
1.1 | Charles Schwab Cash Account | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
2 | Charles Schwab IRA Roth | $5,001 - $15,000 |
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 | McKinsey & Company (Employment Salary, Bonus) | |||
2 | McKinsey & Co. Retirement Account (US- based) | $500,001 - $1,000,000 | ||
2.1 | MPPP | $50,001 - $100,000 | None (or less than $201) | |
2.2 | PSRP | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA (conventional) (Charles Schwab) | $15,001 - $50,000 | None (or less than $201) | |
4 | Roth IRA (Charles Schwab) | |||
4.1 | SPDR Gold Shares (GLD) | $15,001 - $50,000 | None (or less than $201) | |
5 | Fidelity Profit Sharing | $100,001 - $250,000 | ||
5.1 | Fidelity Gold Portfolio (FSAGX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Fidelity Government Cash Reserves FDRXX | None (or less than $1,001) | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rental Income: Park Road NW DC Condo | Rent or Royalties | $15,001 - $50,000 | |
2 | Charles Schwab Brokerage Account (formerly known as USAA Brokerage Account) | $500,001 - $1,000,000 | None (or less than $201) | |
2.1 | SPDR S&P Aerospace & Defense ETF (XAR) | None (or less than $201) | ||
3 | Titan Invest Brokerage Acct | $100,001 - $250,000 | None (or less than $201) | |
3.1 | Flagship Fund | $50,001 - $100,000 | ||
3.2 | Opportunities Fund | $50,001 - $100,000 | ||
3.3 | Offshore Fund | $1,001 - $15,000 | ||
3.4 | Crypto | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2020 | 15 year fixed |
2 | Nationstar | $250,001 - $500,000 | 2020 | 15 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Note: Transfer from USAA IRA Rollover account |
2 | 2 | Note: This is a transfer of the USAA IRA Roth which was reported in this section last year. |
5 | 2 | US-based retirement account. This account reports no income (i.e., cap gains, dividends, or interest). |
5 | 2.1 | Note: This account reports no income (i.e., cap gains, dividends, or interest). |
5 | 2.2 | See above MPPP note; same applies here. |
5 | 3 | Presently all cash. |
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