Observations
- Millionaire
Estimated Net Worth
- $113.2 M - $292.5 M
Salary
- Unknown
Employment
- Started 12/14/2022
Financial Disclosure Details - OGE Form 278e (09/14/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Smith Bagley, Inc. | Show Low, Arizona | Board Member | Present |
2 | Washington, District of Columbia | Board Member | Present | |
3 | Washington, District of Columbia | Trustee | Present | |
4 | American Ireland Fund | Boston, Massachusetts | Board Member | Present |
5 | Council of American Ambassadors | Washington, District of Columbia | Board Member | Present |
6 | UN Foundation | Washington, District of Columbia | Co-Chair, Global Leadership Council | Present |
7 | Diplomacy Center Foundation | Washington, District of Columbia | Trustee | Present |
8 | Greenville, Delaware | Trustee | Present | |
9 | Greenville, Delaware | Trustee | Present | |
10 | October 17, 2016 Appointive Trust | Greenville, Delaware | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Smith Bagley, Inc. d/b/a Cellular One | Director fees | $237,500 | |
2 | Smith Bagley, Inc. d/b/a Cellular One | $25,000,001 - $50,000,000 | Dividends | $1,000,001 - $5,000,000 |
3 | IRA | |||
3.1 | US bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | ARK GENOMIC REVOLUTION ETF (ARKG) | $50,001 - $100,000 | Capital Gains | $201 - $1,000 |
3.3 | ARK INNOVATION ETF (ARKK) | $250,001 - $500,000 | Capital Gains | $5,001 - $15,000 |
3.4 | INVESCO QQQ (QQQ) | $100,001 - $250,000 | Dividends Capital Gains | $1,001 - $2,500 |
3.5 | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | None (or less than $1,001) | Dividends Capital Gains | $5,001 - $15,000 |
3.6 | SPDR S&P 500 ETF (SPY) | None (or less than $1,001) | Dividends Capital Gains Interest | $15,001 - $50,000 |
3.7 | WISDOMTREE CLOUD COMPUTING FUND (WCLD) | $100,001 - $250,000 | 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 |
|---|---|---|---|
1 | Smith Bagley, Inc. | Show Low, Arizona | I serve on the Board of Directors. |
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 | Cash Account #1 | |||
1.1 | US bank account (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Brokerage Account #1 | |||
2.1 | US bank account #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | US bank account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | 3M COMPANY (MMM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
2.4 | ABBOTT LABS (ABT) | $15,001 - $50,000 | Dividends Capital Gains | $5,001 - $15,000 |
2.5 | ABBVIE INCORPORATED (ABBV) | $15,001 - $50,000 | Dividends Capital Gains | $2,501 - $5,000 |
2.6 | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) | None (or less than $1,001) | Dividends Capital Gains | $5,001 - $15,000 |
2.7 | ACTAVIS PLC SHS (IRELAND) (AGNOLDD) | None (or less than $1,001) | Dividends Capital Gains | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank National Association | $25,000,001 - $50,000,000 | 2016 | 5 years renewable |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | This position is uncompensated. |
1 | 3 | This position is uncompensated. |
1 | 4 | This position is uncompensated. |
1 | 5 | This position is uncompensated. |
1 | 6 | This position is uncompensated. |
1 | 7 | This position is uncompensated. |
1 | 8 | This position is uncompensated. |
1 | 9 | This position is uncompensated. |
1 | 10 | This position is uncompensated. |
1 | 11 | This position is uncompensated. |
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