Estimated Net Worth
- $155 K - $801 K
Salary
- Unknown
Employment
- Started 10/12/2021
Records
Financial Disclosure Details - OGE Form 278e (09/18/2023)
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 | BlackRockGlobal Allocation Fund, Inc Investor A Shares (MDLOX) | $15,001 - $50,000 | 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 | Management and Engineering Technologies International, Inc. (METI) (professional services company) | salary | ||
2 | IRA | |||
2.1 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iSharesNorth American Natural Resources ETF (IGE) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Financials Index Fund ETF Shares (VFH) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Materials Index Fund ETF Shares (VAW) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | iShares Expanded Tech Sector ETF (IGM) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | iShares US Aerospace & Defense ETF (ITA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank money market account (cash) #1 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | Maine 529 Account - First Child | |||
2.1 | iShares Aged-based 5-7 Years Portfolio (ETF) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | BlackRock Global Allocation Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Parking space rental (Washington, DC) | $15,001 - $50,000 | Rent or Royalties | $201 - $1,000 |
4 | U.S. bank money market account (cash) #2 | $15,001 - $50,000 | None (or less than $201) | |
5 | Maine 529 Account - Second Child | |||
5.1 | BlackRock Global Allocation Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5.2 | iShares Aged-based 2-4 Years Portfolio (ETF) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $500,001 - $1,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | These assets were sold subsequent to the filing of this report. |
5 | 3 | These assets were sold subsequent to the filing of this report. |
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