Estimated Net Worth
- $531 K - $1.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/13/2024)
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 |
|---|---|---|---|---|
1 | Oracle 401(k) | |||
1.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF (BSV) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | SPDR SER TR BLOOMBERG EMERGING MKTS LOCAL BD ETF (EBND) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | ISHARES TR RUSSELL 2000 ETF (IWM) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | SCHWAB STRATEGIC TR INTL EQUITY ETF (SCHF) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | SCHWAB STRATEGIC TR US TIPS ETF (SCHP) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF (SHYG) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Oracle | Austin, Texas | Liquidated; contributions made in 2022 were returned to me. | 11/2017 |
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 | The Achievement Network (Non-profit educational organization) | salary | ||
2 | IRA | |||
2.1 | ISHARES TR RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETF (PDBC) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | SCHWAB STRATEGIC TR INTL EQUITY ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS (VNQI) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF (VWO) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Schwab US TIPS ETF (SCHP) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account (Joint) | |||
1.1 | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | ISHARES GOLD TR ISHARES NEW (IAU) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | ISHARES TR RUSSELL 2000 ETF (IWM) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETF (PDBC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SCHWAB STRATEGIC TR INTL EQUITY ETF (SCHF) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX (VSS) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | iShares Core MSCI EAFE ETF (IEFA) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Uber | Sale | 03/11/2023 | $1,001 - $15,000 |
2 | Twilio, Inc. (TWLO) | Purchase | 02/02/2023 | $1,001 - $15,000 |
3 | Facebook, Inc. (FB) | Purchase | 01/17/2023 | $1,001 - $15,000 |
4 | iShares Core S&P Total US Stock Market ETF (ITOT) | Sale | 01/17/2023 | $1,001 - $15,000 |
5 | Vanguard Short-Term Bond Index Fund ETF Shares (BSV) | Purchase | 02/03/2023 | $1,001 - $15,000 |
6 | International Paper Co. (IP) | Purchase | 01/31/2023 | $1,001 - $15,000 |
7 | Amazon.com, Inc. (AMZN) | Purchase | 01/17/2023 | $1,001 - $15,000 |
8 | salesforce.com, inc. (CRM) | Purchase | 01/17/2023 | $1,001 - $15,000 |
9 | Tesla, Inc. (TSLA) | Purchase | 01/17/2023 | $1,001 - $15,000 |
10 | Gs - Goldman Sachs Group Inc | Sale | 04/05/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Deutsche Bank | $100,001 - $250,000 | 2005 | 30 |
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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