Estimated Net Worth
- $746 K - $2.0 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/16/2022)
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 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | CALAMOS CONVERTIBLE & HIGH INCOME FUND (CHY) | None (or less than $1,001) | $201 - $1,000 | |
3 | FIDELITY ADVISOR GROWTH OPPTYS (FAGCX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | FIDELITY ADVISOR STRATEGIC INCOME CL I (FSRIX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | JPMORGAN VALUE ADVANTAGE CL I (JVASX) | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | BLACKROCK EMERGING MARKETS INSTL CL (MADCX) | $1,001 - $15,000 | None (or less than $201) | |
7 | MCDONALDS CORP (MCD) | None (or less than $1,001) | Dividends | $201 - $1,000 |
8 | MERGER FUND INVESTOR CL (MERFX) | $1,001 - $15,000 | None (or less than $201) | |
9 | OLIN CORP NEW (OLN) | $1,001 - $15,000 | None (or less than $201) | |
10 | FEDERATED HERMES MDT SMALL CAP GROWTH INSTL CL (QISGX) | $1,001 - $15,000 | $201 - $1,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Credit Union Account #1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | Credit Union Account #2 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | Credit Union Account #3 | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Brokerage Account Cash Equivalents | $1,001 - $15,000 | None (or less than $201) | |
5 | AMERICAN ELECTRIC POWER COMPANY INC (AEP) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | APPLE INC (APPL) | None (or less than $1,001) | Dividends | $201 - $1,000 |
7 | ARCHER DANIELS MIDLAND COMPANY(ADM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
8 | CHEVRON CORP (CVX) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | EATON CORP PLC (ETN) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
10 | MICROSOFT CORP (MSFT) | None (or less than $1,001) | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale | 06/29/2021 | $15,001 - $50,000 | |
2 | Sale | 06/29/2021 | $1,001 - $15,000 | |
3 | Sale | 06/29/2021 | $1,001 - $15,000 | |
4 | Sale | 06/29/2021 | $1,001 - $15,000 | |
5 | Sale | 06/29/2021 | $1,001 - $15,000 | |
6 | Sale | 06/29/2021 | $1,001 - $15,000 | |
7 | INCOME FUND | Sale | 06/29/2021 | $1,001 - $15,000 |
8 | INC CL A NEW | Sale | 06/29/2021 | $1,001 - $15,000 |
9 | Sale | 06/29/2021 | $1,001 - $15,000 | |
10 | Sale | 06/29/2021 | $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 |
|---|---|---|
2 | 2 | Asset value at EOY= 0- Reporting Dividends earned prior to sale |
2 | 7 | Asset value at EOY= 0- Reporting Dividends earned prior to sale |
2 | 14 | Asset value at EOY= 0- Reporting Dividends earned prior to sale |
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