Observations
- Millionaire
Estimated Net Worth
- $3.7 M - $8.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Welsh Family Educational Trust | Matthews, North Carolina, North Carolina | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #2 | |||
1.1 | Vanguard Mega Cap Value ETF (MGV) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Intermediate Term Bond Index Fund (VIBLX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Vanguard Small Cap Growth ETF (VBK) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Total Bond Market Index Fund (VBTLX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Vanguard FTSE Europe ETF (VGK) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Vanguard Mid Cap ETF (VO) | $100,001 - $250,000 | None (or less than $201) | |
1.7 | Vanguard S&P 500 Index (VOO) | $250,001 - $500,000 | None (or less than $201) | |
1.8 | Vanguard FTSE Pacific ETF (VPL) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Vanguard Intermediate Term Treasury Index (VSIGX) | $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 | Vivendi Universal Retirement Account Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
2 | IRA #1 | |||
2.1 | Vanguard 500 Index Fund (VFIAX) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA #3 | |||
4.1 | Vanguard Mega Cap Growth ETF (MGK) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Vanguard Small Cap Growth (VBK) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Vanguard Dividend Appreciation ETF (VIG) | $50,001 - $100,000 | None (or less than $201) | |
4.4 | Vanguard Mid Cap ETF (VO) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Undeveloped Lot in Matthews, North Carolina | $50,001 - $100,000 | None (or less than $201) | |
2 | US Bank Cash Account #2 | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Mega Cap Growth ETF (MGK) | $250,001 - $500,000 | $2,501 - $5,000 | |
4 | Vanguard Dividend Appreication ETF (VIG) | $250,001 - $500,000 | $5,001 - $15,000 | |
5 | Vanguard Mid Cap ETF (VO) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | Vanguard Small Cap Value (VBR) | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | Vanguard Real Estate ETF (VNQ) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Vanguard Mega Cap Value Index Fund ETF Shares (MGV) | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Vanguard FTSE Emerging Markets ETF (VWO) | None (or less than $1,001) | $1,001 - $2,500 | |
10 | Invesco S&P 500 Equal Weight ETF (RSP) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Purchase | 03/08/2022 | $100,001 - $250,000 |
2 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Sale | 12/21/2022 | $15,001 - $50,000 |
3 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Purchase | 08/01/2022 | $1,001 - $15,000 |
4 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Purchase | 11/01/2022 | $1,001 - $15,000 |
5 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Purchase | 12/01/2022 | $1,001 - $15,000 |
6 | DoubleLine Core Fixed Income Fund Class I Shares (DBLFX) | Sale | 03/08/2022 | $100,001 - $250,000 |
7 | iShares MSCI International Quality ETF | Sale | 07/08/2022 | $100,001 - $250,000 |
8 | Invesco S&P 500 Equal Weight ETF (RSP) | Purchase | 07/08/2022 | $50,001 - $100,000 |
9 | Pacer US Cash Cows 100 ETF (COWZ) | Purchase | 07/08/2022 | $15,001 - $50,000 |
10 | DoubleLine Core Fixed Income Fund Class I Shares (DBLFX) | Sale | 10/18/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
1 | 1 | Per NBH: Trust beneficiaries non-dependent children. Filer is not a beneficiary of trust and receives no fees. Assets held by trust are EIFs and cash. |
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