Estimated Net Worth
- $605 K - $1.7 M
Salary
- Unknown
Employment
- Started 05/26/2024
Records
Financial Disclosure Details - OGE Form 278e (06/25/2024)
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 | Simpson Thacher & Bartlett LLP, 401(k) plan | |||
1.1 | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Rothschild Collective Investment Trust - US Small/Mid Cap - Core CIT Fund (RUSCAX) | $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 Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | PIMCO Dynamic Income Fund (PDI) | $1,001 - $15,000 | None (or less than $201) | |
3 | Invesco S&P 500 Equal Weight ETF (RSP) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor has not made and will not make contributions after my separation. | 10/2014 |
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 | Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 | $201 - $1,000 | |
2 | Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) | $50,001 - $100,000 | $201 - $1,000 | |
3 | Invesco S&P 500 Equal Weight ETF (RSP) | $50,001 - $100,000 | $1,001 - $2,500 | |
4 | Invesco China Technology ETF (CQQQ) | $1,001 - $15,000 | None (or less than $201) | |
5 | Cisco Systems, Inc. (CSCO) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | USGlobal Jets ETF (JETS) | $15,001 - $50,000 | None (or less than $201) | |
7 | Financial Select Sector SPDR Fund (XLF) | $15,001 - $50,000 | $201 - $1,000 | |
8 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | $201 - $1,000 | |
9 | VanEck Vectors India Growth Leaders ETF (GLIN) | $15,001 - $50,000 | None (or less than $201) | |
10 | SPDR S&P Biotech ETF (XBI) | $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 |
|---|---|---|
Filer's Information | 1 | On detail from Department of the Navy |
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