Estimated Net Worth
- $2.0 M - $4.4 M
Salary
- Unknown
Employment
- Started 08/24/2023
Financial Disclosure Details - OGE Form 278e (01/22/2023)
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 | CSRSX - Cohen & Steers Realty Share | $50,001 - $100,000 | $5,001 - $15,000 | |
1.2 | FNILX - Fidelity Zero Large Cap Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | FZILX - Fidelity Zero International Index Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | FZIPX - Fidelity Zero Extended Market Index Fund | $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 |
|---|---|---|---|---|
1 | Spouse IRA | |||
1.1 | TAREX - Third Avenue Real Estate Value Fund Institutional Class | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FNILX - Fidelity Zero Large Cap Index Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | FZILX - Fidelity Zero International Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | FPADX - Fidelity Emerging Markets Index Fund | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | FZIPX - Fidelity Zero Extended Market Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
2 | Australian superannuation retirement system, MiltarySuperannuation | |||
2.1 | Unfunded employer share (defined benefit) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Balanced (default investment option) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Aggressive investment option | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Investment Account #1 | |||
1.1 | USTEX - USAA Tax Exempt Long-Term Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | U.S. Investment Account #1 for Spouse | |||
2.1 | SCZ - ISHARES TR EAFE SML CP | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | FSKAX - FIDELITY TOTAL MKT INDEX | $100,001 - $250,000 | $1,001 - $2,500 | |
2.3 | FNILX - Fidelity Zero Large Cap Index Fund | $50,001 - $100,000 | $201 - $1,000 | |
2.4 | FZILX - Fidelity Zero International Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | FZIPX - Fidelity Zero Extended Market Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
3 | U.S. Investment Account #2 | |||
3.1 | FSKAX - Fidelity Total Market Index | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | FZILX - Fidelity Zero International Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/20/2022 | $1,001 - $15,000 |
2 | FZIPX - Fidelity Zero Extended Market Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/20/2022 | $1,001 - $15,000 |
3 | FZILX - Fidelity Zero International Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/16/2022 | $1,001 - $15,000 |
4 | FZIPX - Fidelity Zero Extended Market Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/16/2022 | $1,001 - $15,000 |
5 | FNILX - Fidelity Zero Large Cap Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/16/2022 | $1,001 - $15,000 |
6 | FZILX - Fidelity Zero International Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/12/2022 | $1,001 - $15,000 |
7 | FZIPX - Fidelity Zero Extended Market Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/12/2022 | $1,001 - $15,000 |
8 | FZILX - Fidelity Zero International Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/01/2022 | $1,001 - $15,000 |
9 | FZIPX - Fidelity Zero Extended Market Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 12/01/2022 | $1,001 - $15,000 |
10 | FZILX - Fidelity Zero International Index Fund (inside U.S. Investment & Brokerage Account #3) | Purchase | 11/21/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Quicken Loans/Rocket Mortgage | $250,001 - $500,000 | 2020 | 30 year fixed |
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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