Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.7 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/16/2024)
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 | Inherited IRA | |||
1.1 | Schwab Short-term Bond Index (SWSBX) | $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 |
|---|---|---|---|---|
1 | Signal Group Consulting, LLC (401k) | |||
1.1 | Fidelity Freedom Index 2040 Fund Investor Class Shares (FBIFX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank cash account | $15,001 - $50,000 | None (or less than $201) | |
2 | Brokerage Account | None (or less than $1,001) | None (or less than $201) | |
2.1 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | iShares Short Treasury Bond ETF (SHV) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | PIMCO Income Fund Institutional Class Shares (PIMIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Schwab Short-Term Bond Index Fund (SWSBX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Baillie Gifford International Growth Fund Institutional Class Shares (BGESX) | $1,001 - $15,000 | $201 - $1,000 | |
2.7 | Baron Discovery Fund Institutional Class Shares (BDFIX) | $50,001 - $100,000 | $15,001 - $50,000 | |
2.8 | ClearBridge International Growth Fund Class IS Shares (LMGPX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab Short-Term Bond Index Fund (SWSBX) | Sale | 01/09/2023 | $15,001 - $50,000 |
2 | International Core Equity Portfolio Institutional Class Shares (DFIEX) | Sale | 01/09/2023 | $1,001 - $15,000 |
3 | US Large Company Portfolio Institutional Class Shares (DFUSX) | Sale | 01/09/2023 | $1,001 - $15,000 |
4 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | Sale | 01/09/2023 | $15,001 - $50,000 |
5 | iShares Core MSCI International Developed Markets ETF (IDEV) | Sale | 01/09/2023 | $15,001 - $50,000 |
6 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Sale | 01/09/2023 | $1,001 - $15,000 |
7 | Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) | Sale | 01/09/2023 | $1,001 - $15,000 |
8 | International Core Equity Portfolio Institutional Class Shares (DFIEX) | Sale | 02/03/2023 | $1,001 - $15,000 |
9 | iShares Short Treasury Bond ETF (SHV) | Purchase | 02/15/2023 | $15,001 - $50,000 |
10 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Purchase | 05/31/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2016 | 30 Years |
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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