Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $15.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/27/2024)
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 |
|---|---|---|---|---|
1 | Allstate Corp | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
2 | Astrazeneca Plc | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
3 | BWX Technologies, Inc. (BWXT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | Citigroup Inc | $1,001 - $15,000 | None (or less than $201) | |
5 | Comcast Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
6 | Devon Energy Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
7 | Duke Energy | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
8 | Dynex Capital | $1,001 - $15,000 | Dividends | $201 - $1,000 |
9 | Entergy Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
10 | Exelon Corp | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
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 |
|---|---|---|---|---|
1 | Metlife Management Assistance Group 401(k) | |||
1.1 | Fidelity (R) VIP Equity-Income | $15,001 - $50,000 | None (or less than $201) | |
2 | Consultant, sole proprietor | $1,001 - $15,000 | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 12 | market fluctuation put dividend just ab out threshold |
2 | 13 | market fluctuation put dividend just above threshold |
2 | 19 | market fluctuation put dividend just above threshold |
2 | 27 | Market Fluctuation |
2 | 31 | Market Fluctuation raised value to next tier. |
2 | 36 | Market fluxuation |
2 | 52 | Market fluctuation -- went over $1,000 during the year. |
2 | 53 | Market fluctuation -- price rose above $1,000 during year |
5 | 2 | Management consulting to non-profits. |
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