Observations
- Lobbyist
Estimated Net Worth
- $178 K - $545 K
Salary
- Unknown
Employment
- Started 02/08/2021
Financial Disclosure Details - OGE Form 278e (04/03/2021)
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 | Rollover IRA | $1,001 - $15,000 | None (or less than $201) | |
2 | State of Montana 401(a) (asset information not readily available) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Helena, Montana | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 5/2016 |
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 | State of Montana | salary | ||
2 | Roth IRA | |||
2.1 | Sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | The Home Depot, Inc. (HD) | $100,001 - $250,000 | None (or less than $201) | |
3 | Millennium Trust Company retirement account | |||
3.1 | Transamerica Stable Value Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | Lee Enterprises retirement account | |||
4.1 | JPMCB SmartRetirement | $1,001 - $15,000 | None (or less than $201) | |
5 | Future US, Inc. 401(k) | |||
5.1 | T. Rowe Price Retirement 2020 | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | BB&T | $100,001 - $250,000 | 2010 | 15 year |
2 | American Express | $15,001 - $50,000 | 2010 | 5 year |
3 | Bank of America | $15,001 - $50,000 | 2010 | 5 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Underlying assets consist of cash and diversified mutual funds that do not individually meet the reporting threshold. |
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