Estimated Net Worth
- $652 K - $1.6 M
Salary
- Unknown
Employment
- Started 03/01/2022
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Investment Company of America Class A Shares (AIVSX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard 500 Index Fund Investor Shares (VFINX) | $15,001 - $50,000 | None (or less than $201) | |
3 | ClearBridge Value Trust Class A Shares (LGVAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Janus Henderson Research Fund Class D Shares (JNRFX) | $1,001 - $15,000 | None (or less than $201) | |
5 | DC College Savings 529 Plan (US Total Stock Market Index) | $50,001 - $100,000 | None (or less than $201) | |
6 | DC College Savings 529 Account ((US Total Stock Market Index) | $50,001 - $100,000 | None (or less than $201) | |
7 | Bank Account [located in U.S.] | $100,001 - $250,000 | Interest | $201 - $1,000 |
8 | Bank Account [located in U.S.] | $250,001 - $500,000 | Interest | $201 - $1,000 |
9 | Bank Account [located in U.S.] | $1,001 - $15,000 | Interest | None (or less than $201) |
10 | Bank Account [located in U.S.] | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Utah 529 College Savings Account - (UTSNX) Global Equity 90/10 US & International investment option | Purchase | 06/02/2021 | $1,001 - $15,000 |
2 | Utah 529 College Savings Account - (UTSNX) Global Equity 90/10 US & International investment option | Purchase | 06/02/2021 | $1,001 - $15,000 |
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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