Estimated Net Worth
- $2.4 M - $5.3 M
Salary
- Unknown
Employment
- Started 07/27/2023
Financial Disclosure Details - OGE Form 278e (03/16/2022)
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 | Traditional IRA | |||
1.1 | Fidelity Extended Market Index (FSMAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard 500 Index FD Investor SHS (VFINX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Extended Market Index (FSMAX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | iShares Core S&P 500 ETF (IVV) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Fidelity Capital Appreciation (FDCAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | American Institute in Taiwan 403(b) | |||
3.1 | Lvip BlackRock Dividend Value Managed Volatility Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Taipei, Taiwan, Outside U.S. | I will continue to participate in this defined contribution plan. The plan sponsor makes no further contributions. | 2/1999 |
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 | Traditional IRA | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | iShares Core S&P 500 ETF (IVV) | $50,001 - $100,000 | 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 | Invesco DB Oil (DBO) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) (joint) | $250,001 - $500,000 | $1,001 - $2,500 | |
4 | U.S. bank #1 (cash) (child 1) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #1 (cash) (child 2) | $1,001 - $15,000 | None (or less than $201) | |
6 | Fidelity Contra Fund (FCNTX) (UTMA account - daughter) | $50,001 - $100,000 | $5,001 - $15,000 | |
7 | Fidelity Contra Fund (FCNTX) (UTMA account - son) | $50,001 - $100,000 | $5,001 - $15,000 | |
8 | Fidelity 500 Index Fund (FXAIX) (son UTMA) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Fidelity 500 Index Fund (FXAIX) (daughter UTMA) | $15,001 - $50,000 | $201 - $1,000 | |
10 | invesco DB Gold Fund (DGL) | $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 | First Republic Bank | $250,001 - $500,000 | 2014 | 7/1 arm, 10 yr |
2 | State Department Federal Credit Union | $250,001 - $500,000 | 2017 | 15 Yrs Fixed |
3 | U.S. Bank | $250,001 - $500,000 | 2021 | 30 Years Fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | Property sold and mortgage paid in full in 2021. |
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