Estimated Net Worth
- $215 K - $625 K
Salary
- Unknown
Employment
- Started 09/26/2022
Financial Disclosure Details - OGE Form 278e (05/02/2024)
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 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Charles Schwab | |||
2.1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $1,001 - $15,000 | None (or less than $201) | |
3 | Fidelity Roth IRA | |||
3.1 | Fidelity Freedom 2050 Fund (FFFHX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Fidelity Traditional IRA | |||
4.1 | Fidelity Freedom 2050 Fund (FFFHX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Northwestern University |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 4/2004 | |
2 | Local Initiative Support Corporation | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/2017 |
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 | TIAA Cref Retirement | |||
1.1 | CREF Social Choice Account R1 (QCSCRX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | CREF Money Market Account R1 (QCMMRX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity IRA | |||
2.1 | Fidelity Freedom 2050 Fund (FFFHX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity Roth IRA | |||
3.1 | Fidelity Freedom 2050 Fund (FFFHX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Starbucks Stock | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $50,001 - $100,000 | 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 |
|---|---|---|
Nothing reported in this section | ||
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