Estimated Net Worth
- $56.4 M - $269.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/10/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Wilson Sonsini (Law Firm) | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank savings account | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | Brokerage Acct #2 | |||
2.1 | Vanguard Total Stock MKT ETF (VTI) | $100,001 - $250,000 | $201 - $1,000 | |
2.2 | iShares MSCI EAFE ETF (EFA) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.3 | Vanguard FTSE Emerging Market (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Invesco Global Clean Energy ETF (PBD) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | iShares Global Infrastructure ETF (IGF) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | JPMorgan Hedged Equity 2 Fund Class I (JHQDX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.7 | USD Bank Deposit Sweep | $100,001 - $250,000 | Interest | None (or less than $201) |
2.8 | Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale | 05/25/2023 | $1,001 - $15,000 |
2 | Financial Select Sector SPDR Fund (XLF) | Sale | 05/25/2023 | $1,001 - $15,000 |
3 | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | Sale | 05/25/2023 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase | $1,000,001 - $5,000,000 | 2024 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 5 | This is an estimate. 2023 income will not be reported to me until September 2024. |
6 | 5.1 | |
6 | 6 | The LLC has borrowed from Members and affiliates; the filer's share is $1,000,000 - $5,000,000. |
6 | 7 | This is an estimate . 2023 income will not be reported to me until October 2024. beneficiary of this trust. I am not entitled to a fixed percentage of principal or income, nor am I entitled to a fixed percentage of the trust remainder. I am not provided with detailed information regarding the nature and value of the underlying assets. |
6 | 8 | I am a discretionary beneficiary of this trust. Income is taxed to the Grantor. I am not entitled to a fixed percentage of principal or income, nor am I entitled to a fixed percentage of the trust remainder. |
6 | 9 | I am a discretionary beneficiary of this trust. Income is taxed to the Grantor. I am not entitled to a fixed percentage of principal or income, nor an I entitled to a fixed percentage of the trust remainder. |
6 | 11 | |
6 | 12 | 2023 income is an estimate. |
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