Estimated Net Worth
- $62 K - $583 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Asian Pacific American Institute for Congressional Studies (APAICS) | Washington DC, District of Columbia | Legislative Fellow at United States Senate | 8/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Traditional IRA | $15,001 - $50,000 | Capital Gains | $2,501 - $5,000 |
1.1 | AI Powered Equity ETF (AIEQ) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.2 | Utilities Select Sector SPDR Fund (XLU) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | T Rowe Price Dividend Growth Fund, Inc (PRDGX) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | Autodesk, Inc. (ADSK) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
1.5 | Bill.com Holdings Inc. Common Stock (BILL) | $1,001 - $15,000 | Capital Gains | $2,501 - $5,000 |
1.6 | Ceridian HCM Holding, Inc. (CDAY) | $1,001 - $15,000 | Capital Gains | $201 - $1,000 |
1.7 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | DocuSign, Inc. (DOCU) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | (HLUYY) H.Lundbeck A/S SPON ADR EA REPR 1 ORD SH | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Region10 Education Service Center -TCG | Austin, Texas | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2018 |
2 | TRS - Teacher Retirement System of Texas | Austin, Texas | I will continue to participate in this defined benefit plan, but the plan sponsor no longer makes contributions. | 8/2016 |
3 | Travis County & District Retirement System | Austin, Texas | I will continue to participate in this defined benefit plan, but the plan sponsor no longer makes contributions. | 11/2014 |
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 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. credit union (cash) | $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 |
|---|---|---|
1 | 1 | Served as a Legislative Fellow at the United States Senate. |
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