Estimated Net Worth
  • estimated net worth
    $563 K - $1.7 M
Salary
  • salary
    Unknown
Employment
  • Started 06/01/2023

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Manager
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
AMERICAN GLOBAL GROWTH PORTFOLIO FUND CLASS A
$15,001 - $50,000
None (or less than $201)
2
Northwestern Mutual Investments
2.1
NM FDIC INSURED DEPOSIT PROGRM
$1,001 - $15,000
None (or less than $201)
2.2
VAN ECK CONSTANT MATURITY COMMODITY INDEX FUND CL Y
$15,001 - $50,000
$2,501 - $5,000
2.3
ISHARES GOLD TR ISHARES
$1,001 - $15,000
None (or less than $201)
2.4
ISHARES TR CORE S&P MID-CAP ETF
$15,001 - $50,000
$201 - $1,000
2.5
ISHARES TR CORE S&P SMALL-CAP ETF
$15,001 - $50,000
$201 - $1,000
2.6
ISHARES TR NATL MUN BD ETF FD
$15,001 - $50,000
$201 - $1,000
2.7
ISHARES TR MSCI USA VALUE FACTOR ETF
$1,001 - $15,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continue to participate in the defined contribution plan but my former employer no longer makes contributions.
7/2018

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank savings account (cash)
$15,001 - $50,000
None (or less than $201)
2
Congressional Credit Union savings account (cash)
$1,001 - $15,000
None (or less than $201)
3
U.S. bank checking account (cash)
$15,001 - $50,000
None (or less than $201)
4
Northwestern Mutual Life Insurance Whole Life Plus 65
$1,001 - $15,000
5
Northwestern Mutual Life Insurance Term to Age 80
None (or less than $1,001)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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