Estimated Net Worth
- $211 K - $942 K
Salary
- Unknown
Employment
- Started 07/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/04/2022)
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 |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares (RMEAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | DFA International Core Equity Portfolio Institutional Class (DFIEX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | GMO Quality Fund Class R6 (GQESX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Democratic Party of Georgia | Salary | $6,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia 529 College Savings Plan | |||
1.1 | American Funds College Enrollment Fund (FAADX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Brokerage Account 1 | |||
2.1 | iShares Core S&P U.S. Value ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares MSCI Global Min Vol Factor ETF (ACWV) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Vanguard Small-Cap Value Index Fund ETF Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | AQR Large Cap Defensive Style Fund Class R6 (QUERX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | The Arbitrage Fund Class Institutional (ARBNX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | DFA Emerging Markets Value Portfolio Institutional Class (DFEVX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | DFA International Core Equity Portfolio Institutional Class (DFIEX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 23 VANGUARD SMALL CAP VALUE ETF IV | Sale | 07/21/2021 | $1,001 - $15,000 |
2 | 572 NUVEEN SHORT DURATION HI YLD MU | Sale | 03/23/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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