Estimated Net Worth
- $432 K - $1.1 M
Salary
- Unknown
Employment
- Started 03/09/2015
Financial Disclosure Details - OGE Form 278e (04/11/2023)
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 | Sole Owner of 20 acres timber farm (dormant) Paoli, IN | $15,001 - $50,000 | None (or less than $201) | |
2 | TIAA-CREF University of Kentucky Retirement Plan - CREF Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | 1/2 owner of CPH Family Farm, LLC a 220 acre crop and livestock farm | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lexington, Kentucky | I continue to participate in the defined contribution plan of my former employer - TIAA-CREF University of Kentucky Retirement Plan - CREF Money Market Fund | 9/1995 |
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 | Jefferson County Public Schools, Louisville, KY | salary | ||
2 | Spouse IRA | |||
2.1 | Columbia Balanced Fund CL A | $15,001 - $50,000 | None (or less than $201) | |
3 | Spouse Roth Contributory IRA | |||
3.1 | Columbia Capital Allocation Conservative Portfolio Class A (ABDAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity | |||
2.1 | VP Managed Volatility Moderate Growth Fund CL 2 | $100,001 - $250,000 | None (or less than $201) | |
3 | Ameriprise Active Portfolio | |||
3.1 | Columbia Adaptive Risk Allocation Fund Institutional Class Shares (CRAZX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.2 | Columbia Multi Strategy Alternatives Fund Institutional Class Shares (CLAZX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | iShares TIPS Bond ETF (TIP) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | iShares 7-10 Year Treasury Bond ETF (IEF) | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | Vanguard Mortgage-Backed Securities Index Fund Admiral Class Shares (VMBSX) | $1,001 - $15,000 | None (or less than $201) | |
4 | RiverSource Variable Universal Life Insurance #1 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Columbia Balanced Class A | Purchase | 12/09/2022 | $1,001 - $15,000 |
2 | iShares 7-10 Year Treasury Bond ETF (IEF) | Purchase | 01/03/2022 | $1,001 - $15,000 |
3 | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | Purchase | 02/01/2022 | $1,001 - $15,000 |
4 | iShares MSCI EAFE ETF (EFA) | Purchase | 02/01/2022 | $1,001 - $15,000 |
5 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | Purchase | 02/01/2022 | $1,001 - $15,000 |
6 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 02/01/2022 | $1,001 - $15,000 |
7 | iShares 7-10 Year Treasury Bond ETF (IEF) | Purchase | 03/01/2022 | $1,001 - $15,000 |
8 | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | Sale | 01/03/2022 | $1,001 - $15,000 |
9 | iShares MSCI EAFE ETF (EFA) | Sale | 01/03/2022 | $1,001 - $15,000 |
10 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | Sale | 01/03/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | United Wholesale Mortgage | $100,001 - $250,000 | 2021 | 10 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2.1 | This asset was inadvertently left off of the 2022 Annual OGE 278e Report. |
6 | 3 | Fund was renamed |
6 | 3.1 | On the 2022 OGE 278e, this fund was inadvertently reported under the RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity. It has now been moved under the correct parent asset. |
6 | 3.2 | On the 2022 OGE 278e, this fund was inadvertently reported under the RiverSource Life Insurance Co, RAVA 5 Advantage Variable Annuity. It has now been moved under the correct parent asset. |
6 | 4 | This insurance policy was inadvertently left off of the 2022 Annual OGE 278e. |
6 | 5 | This insurance policy was inadvertently left off of the 2022 Annual OGE 278e. |
8 | 1 | Primary residence was refinanced with United Wholesale Mortgage in 2021. |
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