Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $8.6 M
Salary
- Unknown
Employment
- Started 05/01/2022
Financial Disclosure Details - OGE Form 278e (05/10/2021)
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 | Raytheon Retirement Salary | Salary (other than Federal Government) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Mairs and Power Growth Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | Federated Kaufmann Class R Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Janus Global Research Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Columbia Small Cap Value Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
7 | Spouse Fidelity (Raytheon) Rollover | Over $1,000,000 | None (or less than $201) | |
7.1 | Charles Schwab US REIT | $15,001 - $50,000 | None (or less than $201) | |
7.2 | SCHWAB Fundamental INL | $100,001 - $250,000 | None (or less than $201) | |
7.3 | Schwab Fundamental US Large Company FNDX | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC | $250,001 - $500,000 | 2020 | 30 yrs |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Raytheon Retirement |
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