Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/03/2024)
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 |
|---|---|---|---|---|
1 | IRA #1 | cash distribution RMD | $4,014 | |
1.1 | Fidelity Gov Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Multi Asset Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
1.3 | Fidelity Puritan (FPURX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.4 | Fidelity Select Technology (FSPTX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | Fidelity Govt Money Market (SPAXX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Fidelity New Market Income (FNMIX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U S brokerage | |||
1.1 | Fair Isaac Corp Com (FICO) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Manulife Stock (MFC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.3 | Fidelity Govt Money Market (SPAXX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Verizon Communications Inc (VZ) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity Government Money Market Fund (SPAXX) | $50,001 - $100,000 | None (or less than $201) | |
2 | U S bank #1 (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
3 | U S credit union #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Oakmark International Fund (OAKIX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | U S bank #2 (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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