Estimated Net Worth
  • estimated net worth
    $450 K - $1.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/03/2023)

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
Roth IRA
1.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$15,001 - $50,000
None (or less than $201)
2
TIAA-CREF Lifecycle 2050 Fund Institutional Class Shares (TFTIX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
WestED TIAA
San Francisco , California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
6/2019

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
Nevada Department of Education
salary
2
ROTH IRA
2.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$1,001 - $15,000
None (or less than $201)
3
Public Employees Retirement System of Nevada, defined benefit plan, (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Dayton OH
$50,001 - $100,000
Rent or Royalties
$5,001 - $15,000
2
Residential real estate, Springfield, OH
$50,001 - $100,000
Rent or Royalties
$201 - $1,000
3
Vanguard Brokerage Account
3.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
3.3
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
4
U.S. bank #1 (cash)
$15,001 - $50,000
5
U.S. bank #2 (cash)
$15,001 - $50,000
6
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
7
Residential Real Estate, Miami, FL
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Residential Real Estate, Miami, FL
Purchase
03/14/2022
$250,001 - $500,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
NELNET
$50,001 - $100,000
2005
30 years
2
Huntington Bank (Dayton Property)
$15,001 - $50,000
2021
30 years
3
Huntington Bank (Springfield Property)
$50,001 - $100,000
2021
30 years
4
Fed Loan
$100,001 - $250,000
2012
30
5
Flagstar Bank (Miami Property)
$250,001 - $500,000
2022
30 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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