Estimated Net Worth
- $12.6 M - $20.7 M
Salary
- Unknown
Records
- OGE Form 278t (08/24/2024)
- OGE Form 278t (06/23/2024)
- OGE Form 278e (04/08/2024)
- OGE Form 278t (03/01/2024)
- OGE Form 278t (02/20/2024)
- OGE Form 278t (11/27/2023)
- OGE Form 278t (11/16/2023)
- OGE Form 278t (08/24/2023)
- OGE Form 278t (08/16/2023)
- OGE Form 278t (05/22/2023)
- OGE Form 278e (05/12/2023)
- OGE Form 278t (02/22/2023)
- OGE Form 278t (11/21/2022)
- OGE Form 278t (08/22/2022)
- OGE Form 278e (04/26/2022)
- OGE Form 278t (04/25/2022)
- OGE Form 278t (10/21/2021)
- OGE Form 278e (05/24/2021)
- OGE Form 278t (04/27/2021)
- OGE Form 278t (10/26/2020)
- OGE Form 278t (04/26/2020)
- OGE Form 278e (03/12/2020)
Financial Disclosure Details - OGE Form 278e (04/08/2024)
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 | Roth IRA | |||
1.1 | Schwab US Broad Market ETF (SCHB) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.2 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | Schwab Total Stock Market Index Fund (SWTSX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2 | Contributory IRA | |||
2.1 | Schwab International Equity ETF (SCHF) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Schwab US Broad Market ETF (SCHB) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.3 | Vanguard 500 Index Fund ETF Shares (VOO) | $100,001 - $250,000 | $2,501 - $5,000 |
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 | Amazon Web Services Inc. | salary, bonus | ||
2 | Roth IRA #1 | |||
2.1 | Schwab SPDR S&P 500 ETF Trust | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Schwab Firsthand Technology Opportunities Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab MarketTrack All Equity Portfolio | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Schwab Weitz Partners Value Fund | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Brokerage Money Market | $1,001 - $15,000 | None (or less than $201) | |
3 | Amazon Corporation 401(k) | |||
3.1 | Vanguard Target 2040 | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Target 2050 | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Fidelity Asset Manager 70% (FASGX) | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | Brokerage money market | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity California Municipal Income (FCTFX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Fidelity Dividend Growth (FDGFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.5 | Fidelity Equity Dividend Income (FEQTX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.6 | Fidelity (FFIDX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.7 | Fidelity Puritan (FPURX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.8 | Fidelity California AMT Tax-Free Money Market Fund (FSPXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Amazon.com, Inc. - Common Stock (AMZN) | Over $1,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AMZN Stock | Sale | 02/21/2023 | $15,001 - $50,000 |
2 | Amazon Stock | Sale | 05/15/2023 | $15,001 - $50,000 |
3 | Amazon Stock | Sale | 05/22/2023 | $100,001 - $250,000 |
4 | AMZN Stock | Sale | 08/15/2023 | $15,001 - $50,000 |
5 | AMZN Stock | Sale | 08/21/2023 | $100,001 - $250,000 |
6 | AMZN Stock | Sale | 11/15/2023 | $15,001 - $50,000 |
7 | AMZN Stock | Sale | 11/21/2023 | $100,001 - $250,000 |
8 | Schwab US Large-Cap Value ETF (SCHV) | Purchase | 10/30/2023 | $15,001 - $50,000 |
9 | Schwab US Broad Market ETF (SCHB) | Purchase | 10/30/2023 | $15,001 - $50,000 |
10 | Schwab US Broad Market ETF (SCHB) | Purchase | 09/27/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
7 | 1 | Automatic sale of shares after vesting |
7 | 2 | Automatic sale of shares after vesting |
7 | 3 | Automatic sale of shares after vesting |
7 | 4 | Automatic sale of shares after vesting |
7 | 5 | Automatic sale of shares after vesting |
7 | 6 | Automatic sale of shares after vesting |
7 | 7 | Automatic sale of shares after vesting |
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