Estimated Net Worth
- $439 K - $1.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/27/2022)
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 | Individual Retirement Account | |||
1.1 | Principal Diversified Real Asset Fund (PDRDX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Templeton Global Bond Fund Advisor (TGBAX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Edgewood Growth Fund (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | LSV Value Equity Fund (LSVEX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | JOHCM International Select Fund Class (JOHIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Invesco Balanced-Risk Commodity (BRCYX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Artisan Developing World Fund (APDYX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Artisan International Value (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Artisan High Income Fund Advisor Shares (APDFX) | $1,001 - $15,000 | 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 | USAA Growth & Income Fund (USGRX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Individual Retirement Account (Roth) | |||
2.1 | Edgewood Growth Fund (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | LSV Value Equity (LSVEX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | JOHCM Intl Select Fund (JOHIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Artisan Intl Value Fund (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Baird Core Plus Bond Fund (BCOIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Blackrock Total Return (MAHQX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Fidelity Advisor New Insights (FINSX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Oakmark Fund (OAYMX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity ADV Capital Development (FDETX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | TransPremier Life Insurance Co - Whole Life Insurance Policy #08 | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3 | TransPremier Life Insurance Co - Whole Life Insurance Policy #49 | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | TransPremier Life Insurance Co - Whole Life Insurance Policy #12 | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Transpremier Life Insurance Co Whole Life Insurance Policy #01 | $1,001 - $15,000 | Dividends | $201 - $1,000 |
6 | U.S. bank #1 (A) (cash-savings/checking) | $250,001 - $500,000 | Interest | None (or less than $201) |
7 | U.S. bank - CD | $1,001 - $15,000 | Interest | None (or less than $201) |
8 | U.S. bank - CD | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | USAA Growth & Income Fund Fund Class Shares (USGRX) | Purchase | 12/31/2021 | $1,001 - $15,000 |
2 | Fidelity Advisor New Insights Fund Class A Shares (FNIAX) | Purchase | 12/31/2021 | $1,001 - $15,000 |
3 | Fidelity Advisor Capital Development Fund Class O Shares (FDETX) | Purchase | 12/31/2021 | $1,001 - $15,000 |
4 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | Purchase | 12/31/2021 | $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 |
|---|---|---|
Filer's Information | 1 | Detailed to DHS for current position. |
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