Estimated Net Worth
- $866 K - $2.0 M
Salary
- Unknown
Employment
- Started 08/01/2021
Records
Financial Disclosure Details - OGE Form 278e (04/04/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (Checking Account) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Brokerage Account #1 (Personal) | |||
2.1 | Vanguard Total Stock Market Index Fund ETF (VTI) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | U.S. Brokerage Account #2 (Inherited) | |||
3.1 | Vanguard Total Stock Market ETF | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | Estate Trust | |||
4.1 | Fidelity Four -in- One Index Fund | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Fidelity Money Market Fund | $100,001 - $250,000 | None (or less than $201) | |
4.3 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $201 - $1,000 | |
5 | Inherited IRA |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Growth Index Fund ETF (VUG) | Sale | 08/16/2021 | $1,001 - $15,000 |
2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 09/20/2021 | $15,001 - $50,000 |
3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 09/20/2021 | $15,001 - $50,000 |
4 | Citigroup Inc. (C) | Sale | 09/22/2021 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 09/17/2021 | $15,001 - $50,000 |
6 | Fidelity 500 Index Fund (FXAIX) | Purchase | 10/24/2021 | $15,001 - $50,000 |
7 | Fidelity Four-in-One Index Fund (FFNOX) | Purchase | 10/24/2021 | $15,001 - $50,000 |
8 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 11/11/2021 | $1,001 - $15,000 |
9 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 11/11/2021 | $1,001 - $15,000 |
10 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 08/11/2021 | $15,001 - $50,000 |
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 |
|---|---|---|
7 | 20 | Late mother's estate trust fund that I am a beneficiary of. |
7 | 30 | Trust administered in my name. I am not personally notified when a purchase goes through. |
7 | 31 | Trust administered in my name. I am not personally notified the moment a purchase goes through. |
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