Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.2 M
Salary
  • salary
    Unknown
Employment
  • Started 03/01/2023

Financial Disclosure Details - OGE Form 278e (08/01/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Pro Bono Counsel
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Kirkland & Ellis LLP (law firm)
Salary/Bonus
$7,016
2
IRA
2.1
Fidelity ZERO Total Market Index Fund (FZROX)
$250,001 - $500,000
None (or less than $201)
3
ROTH IRA
3.1
Fidelity ZERO Total Market Index Fund (FZROX)
$15,001 - $50,000
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
GE
salary, bonus
2
GE, unvested restricted stock units
$100,001 - $250,000
None (or less than $201)
3
GE, 401(k) plan
3.1
2045 Target Retirement Fund
$250,001 - $500,000
None (or less than $201)
4
IRA
4.1
Fidelity ZERO Total Market Index Fund (FZROX)
$50,001 - $100,000
None (or less than $201)
5
Roth IRA
5.1
Fidelity ZERO Total Market Index Fund (FZROX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank (cash)
$100,001 - $250,000
None (or less than $201)
2
Brokerage Account
2.1
Fidelity ZERO Extended Market Index Fund (FZIPX)
$100,001 - $250,000
None (or less than $201)
2.2
Fidelity ZERO International Index Fund (FZILX)
$100,001 - $250,000
$1,001 - $2,500
2.3
Fidelity ZERO Large Cap Index Fund (FNILX)
$250,001 - $500,000
$1,001 - $2,500
3
Brokerage Account 2
3.1
Strategic Advisers Large Cap Fund (FALCX)
$100,001 - $250,000
$201 - $1,000
3.2
Strategic Advisers Emerging Markets Fund (FSAMX)
$15,001 - $50,000
$201 - $1,000
3.3
iShares Russell 1000 Growth ETF (IWF)
$15,001 - $50,000
None (or less than $201)
3.4
iShares Edge MSCI USA Quality Factor ETF (QUAL)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Fidelity ZERO Extended Market Index Fund (FZIPX)
Purchase
02/01/2021
$1,001 - $15,000
2
Fidelity ZERO International Index Fund (FZILX)
Purchase
02/01/2021
$1,001 - $15,000
3
Fidelity ZERO Large Cap Index Fund (FNILX)
Purchase
02/01/2021
$1,001 - $15,000
4
Wells Fargo Municipal Bond Fund Administrator Class Shares (WMFDX)
Sale
02/03/2021
$1,001 - $15,000
5
WCM Focused International Growth Fund Investor Class Shares (WCMRX)
Purchase
02/03/2021
$1,001 - $15,000
6
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
Purchase
02/03/2021
$1,001 - $15,000
7
Transamerica International Equity Class I Shares (TSWIX)
Purchase
02/03/2021
$1,001 - $15,000
8
Hartford Schroders Emerging Markets Equity Fund Class A Shares (SEMVX)
Purchase
02/03/2021
$1,001 - $15,000
9
Schwab US REIT ETF (SCHH)
Purchase
02/03/2021
$1,001 - $15,000
10
iShares Edge MSCI USA Quality Factor ETF (QUAL)
Purchase
02/03/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2013
15 years

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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