Observations
- Millionaire
Estimated Net Worth
- $4.8 M - $13.7 M
Salary
- Unknown
Employment
- Started 04/29/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Charleston, West Virginia | Director | 5/2021 | |
2 | Washington D.C., District of Columbia | Trustee | 5/2021 | |
3 | Bethany, West Virginia | Trustee | 5/2021 | |
4 | Charleston, West Virginia | Director | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | West Virginia Higher Education Policy Commission 403B | cash payments | $1,345 | |
1.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | Required Minimum Distribution | $3,483 | |
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGBX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | DFA Two-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGFX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | DFA Global Equity Portfolio Institutional Class Shares (DGEIX) | $15,001 - $50,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Charleston, West Virginia | I will continue to participate in this defined contribution plan. Plan Sponsor has not made contributions on my behalf since leaving employment. | 8/1992 |
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 | SEP IRA | Required Minimum Distribution | $25,702 | |
1.1 | FDRXX Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
1.2 | DFALX DFA Large Cap Intl Portfolio Instl. | $1,001 - $15,000 | None (or less than $201) | |
1.3 | DFREX DFA Real Estate Securities Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.4 | DFSVX DFA US Small Cap Value Portfolio Instl | $15,001 - $50,000 | None (or less than $201) | |
1.5 | FUMBX Fidelity Short Term Treasury Bond Index | $50,001 - $100,000 | None (or less than $201) | |
1.6 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | U.S. bank #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | U.S. bank #4 (cash) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2 | DFA Large Cap International Portfolio Institutional Class Shares (DFALX) | $15,001 - $50,000 | None (or less than $201) | |
3 | DFA Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $50,001 - $100,000 | None (or less than $201) | |
4 | DFA International Small Company Portfolio Institutional Class Shares (DFISX) | $15,001 - $50,000 | None (or less than $201) | |
5 | DFA Tax-Managed US Marketwide Value Portfolio II Institutional Class Shares (DFMVX) | $100,001 - $250,000 | None (or less than $201) | |
6 | DFA International Small Cap Value Portfolio Institutional Class Shares (DISVX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Fidelity Short-Term Treasury Bond Index Fund (FUMBX) | $50,001 - $100,000 | None (or less than $201) | |
8 | U.S. bank #8 (cash) | $50,001 - $100,000 | None (or less than $201) | |
9 | U.S. bank #9 (cash) | $50,001 - $100,000 | None (or less than $201) | |
10 | U.S. bank #10 (cash) - joint account | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Global Equity Portfolio Institutional Class Shares (DGEIX) | Sale | 09/20/2021 | $1,001 - $15,000 |
2 | US Large Cap Value Portfolio III Institutional Class Shares (DFUVX) | Sale | 03/08/2021 | $1,001 - $15,000 |
3 | US Small Cap Portfolio Institutional Class Shares (DFSTX) | Sale | 03/08/2021 | $1,001 - $15,000 |
4 | Fidelity Short-Term Treasury Bond Index Fund (FUMBX) | Purchase | 03/08/2021 | $50,001 - $100,000 |
5 | DFA Two-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGFX) | Purchase | 07/27/2021 | $50,001 - $100,000 |
6 | DFA Diversified Fixed Income Portfolio Institutional Class Shares (DFXIX) | Purchase | 12/03/2021 | $50,001 - $100,000 |
7 | US Large Cap Value Portfolio III Institutional Class Shares (DFUVX) | Sale | 03/08/2021 | $1,001 - $15,000 |
8 | US Small Cap Portfolio Institutional Class Shares (DFSTX) | Sale | 03/08/2021 | $1,001 - $15,000 |
9 | Fidelity Short-Term Treasury Bond Index Fund (FUMBX) | Purchase | 03/08/2021 | $15,001 - $50,000 |
10 | DFA Diversified Fixed Income Portfolio Institutional Class Shares (DFXIX) | Purchase | 12/03/2021 | $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 |
|---|---|---|
7 | 15 | Exchange for DFUS |
7 | 16 | Exchange for DFAS |
7 | 17 | Exchange for DFAT |
7 | 18 | Exchange for DFIV |
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