Estimated Net Worth
  • estimated net worth
    $23 K - $170 K
Salary
  • salary
    Unknown
Employment
  • Started 04/24/2023

Financial Disclosure Details - OGE Form 278e (05/20/2024)

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
J.P. Morgan Chase & Co, 401(k) plan:
1.1
Target Date 2055 Fund
$15,001 - $50,000
$2,501 - $5,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
J.P. Morgan Chase & Co
New York, New York
I continue to participate in this defined contribution plan. The plan sponsor ceased making contributions at my separation.
11/2012

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
Merrill Guided Investment Account
None (or less than $201)
1.1
Lord Abbett Intermediate Tax Free Fund Class I Shares (LAIIX)
$1,001 - $15,000
None (or less than $201)
1.2
PARAMETRIC TABS INTERM
$1,001 - $15,000
None (or less than $201)
1.3
PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 (PFBPX)
$1,001 - $15,000
None (or less than $201)
1.4
SPDR NUVEEN BLMBRG
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Value Index Fund ETF Shares (VTV)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Growth Index Fund ETF Class Shares (VUG)
$1,001 - $15,000
None (or less than $201)
1.7
John Hancock Disciplined value fund CL A
$1,001 - $15,000
None (or less than $201)
2
Checking Account (Citi)
$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
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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