Estimated Net Worth
- $186 K - $922 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | White House Liaison | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Presidential Transition | Salary | $6,416 | |
2 | IRA #1 | |||
2.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Dodge & Cox Stock Fund (DODGX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage Account | |||
3.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | 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 | Environmental Protection Agency | salary | ||
2 | BFPCC Inc. (Political Campaign) | salary | ||
3 | Roth IRA | |||
3.1 | Fidelity Biotechnology Portfolio (FBIOX) | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | Fidelity Mid Cap Value Fund (FSMVX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity Small Cap Index Fund (FSSNX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Traditional IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | None (or less than $1,001) | Interest | $201 - $1,000 |
2 | Apple, Inc. (AAPL) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
3 | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | |
4 | Coinbase global Inc (COIN) | None (or less than $1,001) | None (or less than $201) | |
5 | CVS Health Corp. (CVS) | $1,001 - $15,000 | None (or less than $201) | |
6 | DocuSign, Inc. (DOCU) | None (or less than $1,001) | None (or less than $201) | |
7 | Direxion Moonshot Innovators ETF (MOON) | None (or less than $1,001) | None (or less than $201) | |
8 | Peloton Interactive, INC (PTON) | $1,001 - $15,000 | None (or less than $201) | |
9 | First Trust Cloud Computing ETF (SKYY) | None (or less than $1,001) | None (or less than $201) | |
10 | Square, Inc. (SQ) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Blake Levy | Calabasas, California | Wedding Presents of cookware and hairdryer | 1010 |
2 | Scott Kluth | Chicago, Illinois | Wedding Presents of mattress and grill | 1620 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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