Estimated Net Worth
- $70 K - $227 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/23/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Government Relations Associate | 7/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Conservation Fund | Salary/Bonus | $35,444 | |
2 | Roth IRA | |||
2.1 | American Funds Target Date Retirement 2055 R6 Fund | None (or less than $1,001) | None (or less than $201) | |
3 | IRA | |||
3.1 | Vanguard 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | The Conservation Fund, defined contribution plan (403b) | None (or less than $201) | ||
4.1 | American Funds Target Date Retirement 2055 R6 Fund | None (or less than $1,001) | None (or less than $201) | |
5 | Principal LifeTime Hybrid 2060 Fund Class J Shares (PHJGX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Principal LifeTime Hybrid 2060 Fund Class J Shares (PHJGX) | $1,001 - $15,000 | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank (savings account) | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
3 | Schwab US Dividend Equity ETF (SCHD) | $1,001 - $15,000 | None (or less than $201) | |
4 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Funds 2055 Target Date Retirement Fund Class R6 Shs (RFKTX) | Sale | 11/03/2023 | $15,001 - $50,000 |
2 | American Funds 2055 Target Date Retirement Fund Class R6 Shs (RFKTX) | Sale | 11/03/2023 | $1,001 - $15,000 |
3 | Principal LifeTime Hybrid 2060 Fund Class J Shares (PHJGX) | Purchase | 11/03/2023 | $15,001 - $50,000 |
4 | Principal LifeTime Hybrid 2060 Fund Class J Shares (PHJGX) | Purchase | 11/03/2023 | $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 | 2.1 | On 11/03/2023 these funds were moved to the fund reflected in #5 of this report. This account is now closed. |
2 | 4.1 | On 11/03/2023 these funds were moved to the fund reflected in #6 of this report. This account is now closed. |
7 | 1 | On 11/03/2023 these funds were rolled from an employer retirement fund to a personal IRA. The employee retirement fund is closed. |
7 | 2 | On 11/03/2023 these funds were rolled from an employer retirement fund to a personal roth IRA. The employee retirement fund is closed. |
7 | 3 | On 11/03/2023 these funds were rolled into this personal IRA retirement fund from the employee-based retirement fund referenced in line 1. |
7 | 4 | On 11/03/2023 these funds were rolled into this personal roth IRA retirement fund from the employee-based retirement fund referenced in line 2. |
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