Estimated Net Worth
  • estimated net worth
    $812 K - $2.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (07/26/2023)

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
IRA
1.1
Vanguard IRA TOTAL STOCK MARKET INDEX ADMIRAL
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard IRA GROWTH INDEX ADMIRAL
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard IRA 500 INDEX ADMIRAL
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
The PNC Financial Services Group, Inc. (PNC)
$15,001 - $50,000
$201 - $1,000
2
SLWC Family Trust
2.1
AQR Large Cap Defensive Style Fund Class I Shares (AUEIX)
$1,001 - $15,000
None (or less than $201)
2.2
International Core Equity Portfolio Institutional Class Shares (DFIEX)
$15,001 - $50,000
None (or less than $201)
2.3
International Small Company Portfolio Institutional Class Shares (DFISX)
$1,001 - $15,000
None (or less than $201)
2.4
Dodge & Cox International Stock Fund (DODFX)
$1,001 - $15,000
None (or less than $201)
2.5
Janus Henderson Enterprise Fund Class N Shares (JDMNX)
$1,001 - $15,000
None (or less than $201)
2.6
Jensen Quality Growth Fund Class I Shares (JENIX)
$15,001 - $50,000
None (or less than $201)
2.7
PRIMECAP Odyssey Growth Fund (POGRX)
$15,001 - $50,000
None (or less than $201)
2.8
PRIMECAP Odyssey Stock Fund (POSKX)
$1,001 - $15,000
None (or less than $201)

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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