Observations
- Millionaire
Estimated Net Worth
- $6.4 M - $28.0 M
Salary
- $155 K
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | WestExec Advisors, LLC (Consulting firm) | |||
1.1 | Note receivable from WestExec Advisors, LLC | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
2 | Line Intentionally Left Blank | |||
2.1 | Line Intentionally Left Blank | |||
2.2 | Line Intentionally Left Blank | |||
3 | SEP IRA | |||
3.1 | Line Intentionally Left Blank | |||
3.2 | Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | None (or less than $201) | |
4 | Line Intentionally Left Blank |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (checking) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank account #2 (savings) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | Investment Account #1 | |||
3.1 | U.S. bank account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Line Intentionally Left Blank | |||
3.3 | Line Intentionally Left Blank | |||
3.4 | Line Intentionally Left Blank | |||
3.5 | Line Intentionally Left Blank | |||
3.6 | Line Intentionally Left Blank | |||
3.7 | Line Intentionally Left Blank |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 03/14/2023 | $1,001 - $15,000 |
2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 06/29/2023 | $1,001 - $15,000 |
3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 03/14/2023 | $1,001 - $15,000 |
4 | Moderate Growth Portfolio | Purchase | 12/14/2023 | $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 |
|---|---|---|
5 | 1.1 | A two year note received from a sale of the equity in the partnership. |
6 | 5 | This is from the sale of a 99 year leasehold interest in residential real estate. |
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