Estimated Net Worth
- $432 K - $1.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | Baird CB&T IRA | |||
1.1 | Baird Short Term Bond Instl cl | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Baird Aggregate Bond Instl CL | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Western Asset Core Plus Bond IS (WAPSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares Russell Mid-Cap Value ETF (IWS) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Harbor Small Cap Value Fund Institutional Class Shares (HASCX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | EuroPacific Growth Fund Class F3 Shares (FEUPX) | $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 |
|---|---|---|---|---|
1 | Autistic Self-Advocacy Network (Non-profit advocacy organization) | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 - Cash Account - Savings | $15,001 - $50,000 | None (or less than $201) | |
2 | Baird-Brokerage Account | |||
2.1 | EuroPacific Growth Fund Class F3 Shares (FEUPX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Harbor Small Cap Value Fund Institutional Class Shares (HASCX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | iShares Russell 2000 Growth ETF (IWO) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | iShares Russell Mid-Cap Growth ETF (IWP) | $50,001 - $100,000 | $201 - $1,000 | |
2.5 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $50,001 - $100,000 | $201 - $1,000 | |
2.7 | Vanguard Value Index Fund ETF Shares (VTV) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.8 | Baird Short-Term Bond Fund Institutional Class Shares (BSBIX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco Oppen Internatl Gro Fd Class R6 Sh (OIGIX) | Sale | 06/16/2023 | $15,001 - $50,000 |
2 | Delaware Value Fund Institutional Class Shares (DDVIX) | Sale | 06/16/2023 | $100,001 - $250,000 |
3 | Oakmark International Fund Institutional Class Shares (OANIX) | Sale | 06/16/2023 | $15,001 - $50,000 |
4 | MFS Mid Cap Value Fund Class I Shares (MCVIX) | Sale | 06/16/2023 | $50,001 - $100,000 |
5 | Vanguard Growth Index Fund ETF Class Shares (VUG) | Sale | 06/16/2023 | $50,001 - $100,000 |
6 | Virtus KAR Small-Cap Growth Fund Class I Shares (PXSGX) | Sale | 06/16/2023 | $15,001 - $50,000 |
7 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | Sale | 06/16/2023 | $15,001 - $50,000 |
8 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | Sale | 06/16/2023 | $100,001 - $250,000 |
9 | Vanguard Short-Term Treasury Index Fund ETF Class Shares (VGSH) | Sale | 06/16/2023 | $15,001 - $50,000 |
10 | Virtus KAR Small-Cap Value Fund Class I Shares (PXQSX) | Sale | 06/16/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Department of Education | $15,001 - $50,000 | 2023 | revolving |
2 | US Department of Education | $15,001 - $50,000 | 2023 | revolving |
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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