Estimated Net Worth
- $686 K - $1.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2023)
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 | WilmerHale 401(k) plan | |||
1.1 | JPMorgan Strategic Income Opportunities Fund Class R5 Shares (JSORX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Loomis Sayles Global Bond Fund Institutional Class (LSGBX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard TR 2050 Trust II (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | American Century Mid Cap Value Fund Class R6 Shares (AMDVX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Harbor Large Cap Value Fund Institutional Class Shares (HAVLX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | MFS Mid Cap Growth Fund Class R3 Shares (OTCHX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American CenturyEmerging Markets Fund Investor Class Shares (TWMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard International Value Fund Investor Shares (VTRIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Community Foundation of Greater Birmingham 403(b) plan |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this 401(k) plan, but the plan sponsor no longer makes contributions. | 10/2015 | |
2 | Community Foundation of Greater Birmingham | Birmingham, Alabama | I will continue to participate in this 403(b) plan, but the plan sponsor no longer makes contributions. | 8/2008 |
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 | Family Health International / FHI 360 | salary | ||
2 | Merrill Lynch Roth IRA | |||
2.1 | Cash | $1,001 - $15,000 | None (or less than $201) | |
3 | FHI 360 403(b) plan | |||
3.1 | T. Rowe Pr Rtmt 2045 (TRRKX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Birmingham-Southern College TIAA Defined Contribution Plan | |||
4.1 | TIAA Traditional (TIAA D36539A-1) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | CREF Stock R2 (CREF V36539A-1) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | TIAA Real Estate (TIAA D36539A-1) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | CREF Bond Market R2 (CREF V36539a-1) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo Bank (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | CIT Bank (cash) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
3 | Southern Bank Company (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
4 | Merrill Lynch (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
5 | (DC#1) Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
6 | (DC #2) Invesco QQQ Trust, Series 1 (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
7 | (DC #2) SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
8 | (DC #1) SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
9 | LPL Financial Brokerage Account | Brokerage account | ||
9.1 | Cash | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core S&P 500 ETF (IVV) | Purchase | 12/28/2022 | $15,001 - $50,000 |
2 | MFS Research International Fund Class I Shares (MRSIX) | Purchase | 12/28/2022 | $15,001 - $50,000 |
3 | American Fund, New World Fund, Inc Class F2 Shares (NFFFX) | Purchase | 12/28/2022 | $1,001 - $15,000 |
4 | SPDR S&P 500 ETF Trust (SPY) | Sale | 12/28/2022 | $15,001 - $50,000 |
5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Sale | 12/28/2022 | $15,001 - $50,000 |
6 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Sale | 12/28/2022 | $1,001 - $15,000 |
7 | Oakmark International Fund Investor Class Shares (OAKIX) | Sale | 09/30/2022 | $1,001 - $15,000 |
8 | Vanguard International Value Fund Investor Shares (VTRIX) | Purchase | 09/30/2022 | $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 |
|---|---|---|
6 | 9 | In 2022 I changed brokerage firms (from Northwestern Mutual to LPL Financial), but the assets within the account did not change (except as reported in my Transactions). |
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