Estimated Net Worth
- $96 K - $615 K
Salary
- Unknown
Employment
- Started 05/01/2022
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank Account #2 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | None (or less than $201) | |
5 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | |
7 | iShares Russell 1000 Growth ETF (IWF) | $1,001 - $15,000 | None (or less than $201) | |
8 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
9 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
10 | Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX) | Purchase | 01/20/2023 | $1,001 - $15,000 |
2 | iShares Core MSCI International Developed Markets ETF (IDEV) | Purchase | 01/23/2023 | $1,001 - $15,000 |
3 | T Rowe PriceEmerging Markets Stock Fund (PRMSX) | Sale | 01/20/2023 | $1,001 - $15,000 |
4 | iShares Core MSCI EAFE ETF (IEFA) | Sale | 01/23/2023 | $1,001 - $15,000 |
5 | John Hancock Funds III Disciplined Value Fund Class I Shares (JVLIX) | Purchase | 01/30/2023 | $1,001 - $15,000 |
6 | Parametric TABS Intermediate-Term Municipal Bond Fund Class I Shares (ETIIX) | Purchase | 01/30/2023 | $1,001 - $15,000 |
7 | Lord Abbett Intermediate Tax Free Fund Class I Shares (LAIIX) | Purchase | 01/30/2023 | $1,001 - $15,000 |
8 | Pioneer AMT-Free Municipal Fund Class Y Shares (PBYMX) | Purchase | 01/30/2023 | $1,001 - $15,000 |
9 | PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 (PFBPX) | Purchase | 01/30/2023 | $1,001 - $15,000 |
10 | Hartford Schroders Emerging Markets Equity Fund Class I Shares (SEMNX) | Purchase | 01/30/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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