Observations
- Millionaire
Estimated Net Worth
- $2.8 M - $6.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/29/2021)
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 | Roth IRA - Blackrock Global, MDLOX | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA - Blackrock Global, MDLOX | $15,001 - $50,000 | 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 | Gibson, Dunn & Crutcher LLP (Law Firm Partnership) | partnership share | ||
2 | Roth IRA - Blackrock Global, MDLOX | $1,001 - $15,000 | None (or less than $201) | |
3 | Gibson Dunn & Crutcher Retirement Plan | |||
3.1 | Vanguard Federal Money Market (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Loomis Sayles Core Bond (NERNX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Short Term Bond Index (VBSSX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard TotalBond Market (VBTSX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard Windsor II Admiral Shares (VWNAX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard S&P 500 Institutional Index Fund (VINIX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | T Roe Price Blue Chip Grown Fund (TRBCX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Merrill Lynch CMA #1 (cash accounts) | $250,001 - $500,000 | None (or less than $201) | |
2 | Merrill Lynch CMA #2 (cash accounts) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | M&T Banking Accounts | $50,001 - $100,000 | None (or less than $201) | |
4 | Next Gen 529 Plan | |||
4.1 | Blackrock Age 12 to 13 Years A, NAABD | $100,001 - $250,000 | None (or less than $201) | |
5 | NextGen 529 Plan | |||
5.1 | Blackrock Age 17 years A, NAABF | $100,001 - $250,000 | None (or less than $201) | |
6 | American General Lifetime GUL3 | $250,001 - $500,000 | None (or less than $201) | |
7 | American General Lifetime GUL3 | $500,001 - $1,000,000 | None (or less than $201) | |
8 | AMER FUNDS AMERICAN BALANCED FUND CL F2(AMBFX) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
2 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
3 | MFS International Diversification Fund Class I Shares (MDIJX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
4 | Columbia Small Cap Index Fund Institutional Class Shares (NMSCX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
5 | Polen Growth Fund Institutional Class Shares (POLIX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
6 | First Eagle Overseas Fund Class I Shares (SGOIX) | Purchase | 04/14/2020 | $1,001 - $15,000 |
7 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | Purchase | 04/15/2020 | $1,001 - $15,000 |
8 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | Purchase | 04/16/2020 | $1,001 - $15,000 |
9 | Polen Growth Fund Institutional Class Shares (POLIX) | Purchase | 04/16/2020 | $1,001 - $15,000 |
10 | First Eagle Overseas Fund Class I Shares (SGOIX) | Purchase | 04/16/2020 | $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 |
|---|---|---|
6 | 3 | Includes checking/savings accounts of minor children for which I am a signatory. |
6 | 18 | Includes accounts of minor children for which I am a signatory. |
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