Estimated Net Worth
- $513 K - $1.9 M
Salary
- Unknown
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (03/14/2023)
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 | American Councils for International Education | |||
1.1 | TIAA-CREF Assets | $15,001 - $50,000 | None (or less than $201) | |
2 | First Command Roth IRA | |||
2.1 | Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | GOSM Federated Hermes Government Obligations Fund | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity AdvisorEmerging Markets Fund Class I Shares (FIMKX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | American Councils for International Education | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2003 |
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 | First Command Roth IRA | |||
1.1 | Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | GOSM Federated Hermes Govt Obligations Fund | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity AdvisorEmerging Markets Fund Class I Shares (FIMKX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Invesco S&P 500 Quality ETF (SPHQ) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Cash accounts | $100,001 - $250,000 | None (or less than $201) | |
2 | Pershing LLC Brokerage Account | None (or less than $201) | ||
2.1 | Artisan International Value Fund Advisor Class Shares (APDKX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | GOSM Federated Hermes Govt Obligations Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity AdvisorEmerging Markets Fund Class I Shares (FIMKX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Hartford Municipal Opportunities Fund Class I Shares (HHMIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.7 | Invesco S&P 500 Quality ETF (SPHQ) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | iShares Core S&P 500 ETF (IVV) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Federated Hermes GovObligations Service MMF GOSM | Purchase | $50,001 - $100,000 | |
2 | Federated Hermes GovObligations Service MMF GOSM | Purchase | $1,001 - $15,000 | |
3 | Federated Hermes GovObligations Service MMF GOSM | Purchase | $1,001 - $15,000 | |
4 | Federated Hermes GovObligations Service MMF GOSM | Sale | $50,001 - $100,000 | |
5 | Federated Hermes GovObligations Service MMF GOSM | Sale | $1,001 - $15,000 | |
6 | Federated Hermes GovObligations Service MMF GOSM | Sale | $1,001 - $15,000 |
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 |
|---|---|---|
7 | 1 | Multiple dates |
7 | 2 | Multiple dates of purchase |
7 | 3 | Multiple dates of purchase |
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