Estimated Net Worth
- $4.7 M - $10.8 M
Salary
- $110 K
Financial Disclosure Details - OGE Form 278e (04/03/2024)
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 | RAND Corporation, 403(b)(7) plan: | |||
1.1 | Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares (VITFX) | $250,001 - $500,000 | None (or less than $201) | |
2 | RAND Corporation, 401(A) Qualified Retirement Plan: | |||
2.1 | Vanguard Target Retirement 2035 Trust II | $1,000,001 - $5,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Santa Monica, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2000 | |
2 | Santa Monica, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2000 |
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 | Franklin Square Group, LLC (Government Relations Firm) | Over $1,000,000 | partnership share | |
2 | SEP-IRA #1 | |||
2.1 | Invesco QQQ Trust, Series 1 (QQQ) | Over $1,000,000 | None (or less than $201) | |
2.2 | SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Schwab US Small-Cap ETF (SCHA) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | SchwabEmerging Markets Equity ETF (SCHE) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Schwab US Broad Market ETF (SCHB) | $100,001 - $250,000 | None (or less than $201) | |
2.7 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) #1 | $250,001 - $500,000 | None (or less than $201) | |
2 | Lafayette Life Insurance, whole life | $100,001 - $250,000 | None (or less than $201) | |
3 | Brokerage Account #1 | |||
3.1 | Invesco QQQ Trust, Series 1 (QQQ) | $250,001 - $500,000 | $1,001 - $2,500 | |
3.2 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $1,001 - $2,500 | |
4 | Brokerage Account #2 | |||
4.1 | Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 12/29/2023 | $1,001 - $15,000 |
2 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 05/18/2023 | $1,001 - $15,000 |
3 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 11/17/2023 | $15,001 - $50,000 |
4 | Schwab US Broad Market ETF (SCHB) | Purchase | 11/17/2023 | $15,001 - $50,000 |
5 | SPDR S&P 500 ETF Trust | Purchase | 05/22/2023 | $50,001 - $100,000 |
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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