Estimated Net Worth
- $127 K - $605 K
Salary
- Unknown
Employment
- Started 07/29/2015
Financial Disclosure Details - OGE Form 278e (02/28/2023)
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 | IRA #1 | |||
1.1 | Lord Abbett Bond-Debenture Fund, Inc Class F Shares (LBDFX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares INTL Select Dividend ETF (IDV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard S&P 500 Index ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | First Eagle Overseas Fund (SGOIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Core S&P Small-Cap ETF (IJR) | $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 | Ameriprise ACC Flexible Savings Certificate (IRA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Credit Union Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Ameriprise ACC Flexible Savings Certificates | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | U.S. bank Money Market Account (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | Brokerage Account | |||
4.1 | AB High Income Fund, Inc Advisor Class Shares (AGDYX) | $1,001 - $15,000 | $201 - $1,000 | |
4.2 | First Eagle Overseas Fund (SGOIX) | $1,001 - $15,000 | $201 - $1,000 | |
4.3 | Franklin Strategic Income Adv (FKSAX) | $1,001 - $15,000 | $201 - $1,000 | |
4.4 | Lord Abbett Bond-Debenture Fund, Inc Class F Shares (LBDFX) | $1,001 - $15,000 | $201 - $1,000 | |
4.5 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage, Newark, NJ | $100,001 - $250,000 | 2012 | 15 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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