Estimated Net Worth
  • estimated net worth
    $2.4 M - $8.2 M
Salary
  • salary
    Unknown
Employment
  • Started 02/08/2022

Financial Disclosure Details - OGE Form 278e (02/17/2023)

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
Rollover IRA #1
1.1
Fidelity Government Money Market Fund (SPAXX)
$250,001 - $500,000
None (or less than $201)
1.2
ISHARES U S ETF TR COMMODITY CURVE (CCRV)
$15,001 - $50,000
None (or less than $201)
1.3
SPDR DOW JONES INDL AVERAGE ET UT SER 1 (DIA)
$100,001 - $250,000
None (or less than $201)
1.4
iShares Russell 2000 ETF (IWM)
$15,001 - $50,000
None (or less than $201)
1.5
Invesco QQQ Trust, Series 1 (QQQ)
$100,001 - $250,000
None (or less than $201)
1.6
SPDR Portfolio TIPS ETF (SPIP)
$250,001 - $500,000
None (or less than $201)
1.7
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
None (or less than $201)
1.8
Vanguard Target Retirement 2020 Fund Investor Class Shares (VTWNX)
None (or less than $1,001)
None (or less than $201)
2
Roth IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Mandaluyong City, Outside U.S.
I will continue to participate in this defined benefit plan.
9/1999
2
Washington, District of Columbia
I will continue to hold an equity interest in Amida Technology Solutions, LLC
1/2015

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
DFA Emerging Markets Value Portfolio Institutional Class Shares (DFEVX)
$1,001 - $15,000
None (or less than $201)
2
DFA Real Estate Securities Portfolio Institutional Class Shares (DFREX)
$1,001 - $15,000
None (or less than $201)
3
DFA Two-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGFX)
$1,001 - $15,000
None (or less than $201)
4
DFA Intermediate-Term Municipal Bond Portfolio Institutional Class Shs (DFTIX)
$1,001 - $15,000
None (or less than $201)
5
DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGBX)
$1,001 - $15,000
None (or less than $201)
6
DFA Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX)
$1,001 - $15,000
None (or less than $201)
7
DFA Short-Term Municipal Bond Portfolio Institutional Class Shares (DFSMX)
$1,001 - $15,000
None (or less than $201)
8
DFA International Vector Equity Portfolio Institutional Class Shares (DFVQX)
$1,001 - $15,000
None (or less than $201)
9
DFA US Vector Equity Portfolio Institutional Class Shares (DFVEX)
$15,001 - $50,000
None (or less than $201)
10
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Bank, Residential Loan
$250,001 - $500,000
2021
15 year conventional

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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