Observations
- Millionaire
Estimated Net Worth
- $5.5 M - $20.4 M
Salary
- Unknown
Employment
- Started 07/16/2021
Financial Disclosure Details - OGE Form 278e (06/19/2023)
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 | IRA | |||
1.1 | Fidelity Magellan Fund (FMAGX) | $100,001 - $250,000 | 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 | Baker Hostetler, defined benefit plan (value not readily ascertainable) | Monthly pension payments | ||
2 | Roth/Rollover IRA | Distributions | $270,947 | |
2.1 | Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | Fidelity International Capital Appreciation Fund (FIVFX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity Government Money Market Fund (SPAXX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.5 | Fidelity Government Income Fund (FGOVX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Traditional IRA | |||
3.1 | Fidelity Government Portfolio Institutional Class Shares (FRGXX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 account (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | US bank #2 (Cash) | $1,000,001 - $5,000,000 | Interest | $15,001 - $50,000 |
3 | US bank #3 (Cash) | $1,000,001 - $5,000,000 | Interest | $15,001 - $50,000 |
4 | US bank #4 (Cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | US bank #5 (Cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
6 | Calvert ultra short duration income fund | $100,001 - $250,000 | $1,001 - $2,500 | |
7 | Vanguard Windsor Fund Admiral Shares (VWNEX) | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Templeton Global Smaller Companies | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
10 | T. Rowe Price Equity Income | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | B&H Composite | Sale | 01/15/2022 | $50,001 - $100,000 |
2 | PIMCO Real Return Fund Institutional Class Shares (PRRIX) | Sale | 01/15/2022 | $15,001 - $50,000 |
3 | Fidelity S&P 500 Index Fund | Sale | 01/15/2022 | $1,001 - $15,000 |
4 | Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX) | Sale | 01/15/2022 | $50,001 - $100,000 |
5 | Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX) | Sale | 01/15/2022 | $1,001 - $15,000 |
6 | B&H Composite | Sale | 12/08/2022 | $50,001 - $100,000 |
7 | PIMCO Real Return Fund Institutional Class Shares (PRRIX) | Sale | 12/08/2022 | $15,001 - $50,000 |
8 | Fidelity S&P 500 Index Fund | Sale | 12/08/2022 | $1,001 - $15,000 |
9 | Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Class Shs (VTSPX) | Sale | 12/08/2022 | $50,001 - $100,000 |
10 | Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX) | Sale | 12/08/2022 | $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 | 2.1 | Share class change upon rollover. |
5 | 2.2 | Share class change upon rollover. |
5 | 2.3 | Share class change upon rollover. |
5 | 2.5 | Share class conversion upon rollover. |
6 | 13 | This was inadvertently reported as $500k-$1M in prior 278. The correct amount was and currently is $50k- $100k; no transaction occurred. |
7 | 1 | Managed fund by BakerHostetler with Fidelity as advisor, for defined contribution. Transaction date estimated. |
7 | 2 | Transaction date estimated. |
7 | 3 | Transaction date estimated. |
7 | 4 | Transaction date estimated. |
7 | 5 | Transaction date estimated. |
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