Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.5 M - $4.0 M
Salary
  • salary
    Unknown
Employment
  • Started 01/01/2002

Financial Disclosure Details - OGE Form 278e (05/15/2022)

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
UBS Traditional IRA
1.1
American Funds New Perspective Fund
$15,001 - $50,000
$2,501 - $5,000
1.2
Amreican Funds Washington Mutual Investors Fund
$1,001 - $15,000
$201 - $1,000
1.3
Vanguard Small Cap Growth Index Admiral Shares
$1,001 - $15,000
$2,501 - $5,000
1.4
Vanguard Windsor Fund II
$1,001 - $15,000
$1,001 - $2,500
2
UBS Roth IRA
2.1
American Funds Growth Fund of America Class A
$1,001 - $15,000
$1,001 - $2,500
2.2
American Funds Washington Mutual Investors Fund Class A
$1,001 - $15,000
$201 - $1,000
3
UBS Simple IRA
3.1
American Funds Growth Fund of America Class A
$15,001 - $50,000
$2,501 - $5,000

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
Chrome River Technologies, Inc - salary
2
TIAA
2.1
CREF Growth R3
$50,001 - $100,000
None (or less than $201)
2.2
CREF Equity Index R3
$100,001 - $250,000
None (or less than $201)
2.3
CREF Global Equities R3
$50,001 - $100,000
None (or less than $201)
2.4
CREF Growth R2
$50,001 - $100,000
None (or less than $201)
2.5
MFS Value Fund Class R6
$15,001 - $50,000
None (or less than $201)
2.6
MainStay Large Cap Gr R6
$100,001 - $250,000
None (or less than $201)
2.7
TIAA Real Estate
$15,001 - $50,000
None (or less than $201)
2.8
TIAA Traditional
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Property, Stock Island, FL
$250,001 - $500,000
Rental Property
$38,918
2
MRV, Inc Angel Funding Venture Capitol Investment
$1,001 - $15,000
None (or less than $201)
3
TD Bank
3.1
Individual Cash Accounts
$250,001 - $500,000
Interest
None (or less than $201)
3.2
Joint Cash Accounts
$50,001 - $100,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Royal Caribbean Cruises Ltd. (RCL)
Purchase
03/17/2021
$1,001 - $15,000
2
AT&T Inc
Sale
05/21/2021
$1,001 - $15,000
3
iShares US Medical Devices ETF (IHI)
Sale
05/27/2021
$1,001 - $15,000
4
Materials Select Sector SPDR Fund (XLB)
Purchase
05/27/2021
$1,001 - $15,000
5
American Tower Corporation (REIT) (AMT)
Purchase
05/28/2021
$1,001 - $15,000
6
iShares US Medical Devices ETF (IHI)
Sale
06/01/2021
$1,001 - $15,000
7
Materials Select Sector SPDR Fund (XLB)
Purchase
06/01/2021
$1,001 - $15,000
8
American Tower Corporation (REIT) (AMT)
Purchase
06/02/2021
$1,001 - $15,000
9
General Dynamics Corp. (GD)
Purchase
07/26/2021
$1,001 - $15,000
10
Linde Plc (LIN)
Purchase
07/26/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
TD Bank
$100,001 - $250,000
2013
30 Years
2
Farm Credit Mid America
$50,001 - $100,000
2009
30 Years

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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