Estimated Net Worth
- $181 K - $1.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/10/2024)
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 | IRA #1 | cash distribution | $328 | |
1.1 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares 5-10 Yr Investment Grade Corporate Bd ETF (IGIB) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | VTV - Vanguard Value Index Fund ETF (VTV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares US Treasury Bond ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | IEFA - iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares S&P Small-Cap 600 Growth ETF (IJT) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank (cash account) | $100,001 - $250,000 | None (or less than $201) | |
2 | US Brokerage Account | |||
2.1 | $1,001 - $15,000 | None (or less than $201) | ||
2.2 | Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Berkshire Hathaway Inc Class B (BRK.B) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Medtronic Plc (MDT) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Novo Nordisk A/S (NVO) | $1,001 - $15,000 | 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 |
|---|---|---|
2 | 1.9 | Filer bought this asset in 2021 but inadvertently omitted it from his prior filing. |
6 | 3.6 | Asset inherited before filer joined federal service, but this asset was inadvertently omitted from prior filing. |
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