Estimated Net Worth
- $93 K - $696 K
Salary
- $155 K
Records
Financial Disclosure Details - OGE Form 278e (04/14/2024)
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 | IRA-Roth | None (or less than $201) | ||
1.1 | USG ISHARES CORE S&P U S GROWTH ETF | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | INVESCO QQQ ETF | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ISHARES RUSSELL 2000 ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | SPDR Portfolio Aggregate Bond ETF (SPAB) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $1,001 - $15,000 | None (or less than $201) | |
2.6 | SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1,001 - $15,000 | None (or less than $201) | |
2.7 | SPY SPDR S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|---|---|
1 | IRA-Roth | |||
1.1 | AOR ISHARES CORE GROWTH ALLOCATION ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | SPAB SPDR PORTFOLIO AGGREGATE BOND ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | BND VANGUARD TOTAL BOND MARKET ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | VTI VANGUARD TOTAL STOCK MARKET ETF | $1,001 - $15,000 | None (or less than $201) | |
1.6 | SPDR BLOOMBERG 3-12 MONTH T BILL ETF | $1,001 - $15,000 | None (or less than $201) | |
1.7 | WISDOMTREE FLOATING RATE TREASURY FUND NEW ETF | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | QQQ INVESCO QQQ ETF | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Wisdom Tree Floating Rate Treasury Fund New ETF | Purchase | 05/26/2023 | $1,001 - $15,000 |
2 | Global X MSCI Argentina ETF (ARGT) | Purchase | 05/09/2023 | $1,001 - $15,000 |
3 | Global X MSCI Argentina ETF (ARGT) | Sale | 06/16/2023 | $1,001 - $15,000 |
4 | Invesco Short Term Treasury ETF | Purchase | 03/07/2023 | $1,001 - $15,000 |
5 | Invesco Short Term Treasury ETF | Purchase | 05/24/2023 | $1,001 - $15,000 |
6 | WisdomTree Floating Rate Treasury Fund New ETF | Purchase | 06/05/2023 | $1,001 - $15,000 |
7 | SPDR Bloomberg 3-12 month TBill ETF | Purchase | 05/23/2023 | $1,001 - $15,000 |
8 | Global X MSCI Argentina ETF (ARGT) | Purchase | 05/09/2023 | $1,001 - $15,000 |
9 | Invesco Short Term Treasury ETF | Purchase | 06/08/2023 | $1,001 - $15,000 |
10 | Invesco Short Term Treasury ETF | Purchase | 05/24/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. DOE | $15,001 - $50,000 | 2011 | Graduated Repayment |
2 | U.S. DOE | $15,001 - $50,000 | 1996 | Graduated Repayment |
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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