Donna A Welton
Estimated Net Worth
- $425 K - $1.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (07/10/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Family Revocable Trust (Parents') | Fort Myers Beach, Florida | Trustee | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | CREF Equity Index R1 | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #1 | |||
2.1 | TRP U.S. Treasury Money I | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American SMALLCAP World Fund, Inc Class F3 Shares (SFCWX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Franklin DynaTech Fund Class R6 Shares (FDTRX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Franklin Growth Opportunities Fund Class R6 Shares (FOPPX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Guggenheim Total Return Bond Fund Institutional Class Shares (GIBIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Hartford Equity Income Fund Class F Shares (HQIFX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Invesco Oppenheimer Developing Markets Fund Class R6 Shares (ODVIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Invesco International Small Company Fund Class R6 Shares (IEGFX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Protective Life Insurance, fixed annuity | $250,001 - $500,000 | $201 - $1,000 | |
2 | Metropolitan Life Insurance, whole life | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Brokerage Account (money market/bonds) | |||
3.1 | New Perspective Fund Class F3 Shares (FNPFX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | BlackRock National Municipal Fund Class K Shares (BNMLX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Hartford Core Equity Fund Class F Shares (HGIFX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Invesco Oppen Intl Sm-Md Co Fd Class R6 Sh (OSCIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Lord Abbett Developing Growth Fund Inc Class F3 Shares (LOGWX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Massachusetts Investors Growth Stock Fund Class R6 Shares (MIGNX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | CENLAR | $500,001 - $1,000,000 | 2017 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3.11 | Sold 4/5/2022 |
6 | 3.12 | Sold 4/5/2022 |
6 | 3.13 | Sold 4/5/2022 |
6 | 3.14 | Sold 4/5/2022 |
6 | 3.17 | Sold 4/5/2022 |
6 | 3.18 | Sold 4/5/2022 |
6 | 3.19 | Sold 12/1/2021 |
6 | 3.21 | Sold $5180.35 4/5/2022 |
6 | 3.22 | Sold 2/23/2022 |
6 | 3.23 | Sold 4/5/2022 |
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