Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/30/2022)
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 | Alexander and Baldwin (ALEX) | None (or less than $1,001) | Dividends | None (or less than $201) |
2 | Charles Schwab Corporation (SCHW) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3 | Matson, Inc. (MATX) | $1,001 - $15,000 | Dividends | 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 | Prudential 401k | |||
1.1 | Prudential Stable Value Fund | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Black Rock Total Return Bond Fund T | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Black Rock U.S. Debt Index Fund W | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | Small Cap Value/Kennedy Capital Fund | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Small Cap Growth/TimesSquare Fund | $15,001 - $50,000 | None (or less than $201) | |
1.7 | American Funds EuroPacific Growth Fund Class R6 | $50,001 - $100,000 | $5,001 - $15,000 | |
1.8 | Mass Mutual Select Mid Cap Growth Fund Class I | $15,001 - $50,000 | $2,501 - $5,000 | |
1.9 | Black Rock Mid Cap Index Fund M | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Credit Union (money market) | $100,001 - $250,000 | Dividends | None (or less than $201) |
2 | Credit Union (checking) | $250,001 - $500,000 | None (or less than $201) | |
3 | Credit Union (savings) | None (or less than $1,001) | None (or less than $201) | |
4 | Credit Union (checking) | None (or less than $1,001) | None (or less than $201) | |
5 | Credit Union (Money Market) | $1,001 - $15,000 | None (or less than $201) | |
6 | Credit Union (savings) | $1,001 - $15,000 | None (or less than $201) | |
7 | American VA 529 Account (Child 1) | |||
7.1 | American Funds EuroPacific Growth Fund Class 529-A (CEUAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
7.2 | American Funds New World Fund Class A M/F | $15,001 - $50,000 | $1,001 - $2,500 | |
7.3 | American Funds The New Economy Fund Class 529-A Shares (CNGAX) | $1,001 - $15,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Newport Fund Moderate Model Portfolio | Purchase | 02/19/2021 | $1,001 - $15,000 |
2 | Prudential Stable Value Fund | Purchase | 12/27/2021 | $1,001 - $15,000 |
3 | Black Rock Total Return Bond Fund T | Purchase | 12/27/2021 | $1,001 - $15,000 |
4 | Black Rock U.S. Debt Index Fund W | Purchase | 12/27/2021 | $1,001 - $15,000 |
5 | Fidelity International Index 5.9067 Fund | Purchase | 12/27/2021 | $1,001 - $15,000 |
6 | American Funds EuroPacific Growth 21.7899 Fund Class R-6 | Purchase | 12/27/2021 | $1,001 - $15,000 |
7 | Prudential Stable Value Fund | Purchase | 09/27/2021 | $1,001 - $15,000 |
8 | American Funds EuroPacific Growth 3.18519 | Purchase | 09/27/2021 | $1,001 - $15,000 |
9 | Prudential Stable Value Fund | Purchase | 06/28/2021 | $1,001 - $15,000 |
10 | Black Rock Total Return Bond Fund 31.5477 T | Purchase | 06/28/2021 | $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 |
|---|---|---|
5 | 4 | This is a defined contribution plan. |
7 | 1 | Contribution to VSP Deferred Compensation Plan. |
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