Estimated Net Worth
  • estimated net worth
    $11.7 M - $45.7 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/21/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Stanford Graduate School of Business
Stanford, California
Advisory Council Member
Present

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
Rental Home - Denver, Colorado
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
US Treasury Saving Bonds
$1,001 - $15,000
Interest
$5,001 - $15,000
3
Traditional IRA
None (or less than $201)
4
Joint Brokerage account
4.1
Vanguard Value Index ADM (VVIAX)
$15,001 - $50,000
$1,001 - $2,500
4.2
Charles Schwab Bank Cash Deposit
$1,001 - $15,000
None (or less than $201)
5
Roth IRA
5.1
AMERICAN BEACON SMALL CP VAL R5 (AVFIX)
$1,001 - $15,000
$201 - $1,000
5.2
DODGE & COX INTERNATIONAL STOCK I (DODFX)
$15,001 - $50,000
$201 - $1,000
5.3
NORTHERN MULTI-MGR GLBL LISTED INFRA (NMFIX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Purchase
05/10/2022
$15,001 - $50,000
2
Purchase
10/25/2022
$1,001 - $15,000
3
SHAW PARK PRIVATE MARKETS 2021 LP
Purchase
10/20/2022
$15,001 - $50,000
4
AG DIRECT LENDING FUND IV ANNEX LP
Purchase
06/30/2022
$15,001 - $50,000
5
AG DIRECT LENDING FUND IV ANNEX LP
Purchase
10/13/2022
$15,001 - $50,000
6
AG DIRECT LENDING FUND IV ANNEX LP
Purchase
07/27/2022
$15,001 - $50,000
7
AG DIRECT LENDING FUND IV ANNEX LP
Purchase
08/24/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
SWBC Mortgage
$250,001 - $500,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3
no assets above reporting threshold as of 12/31/22

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