Estimated Net Worth
- $969 K - $2.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/10/2022)
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 | BA-ind- Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | BA-ind- Franklin Income Fund Advisor (FRIAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | BA-ind-Vanguard Growth Index Fund Admiral Shares (VIGAX) | $50,001 - $100,000 | None (or less than $201) | |
4 | BA-ind- Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | BA-ind- Vanguard Small Cap Index Fund Admiral Shares (VSMAX) | $15,001 - $50,000 | None (or less than $201) | |
6 | BA-ira- Dodge & Cox Int'l Stock Fund (DODFX) | None (or less than $1,001) | None (or less than $201) | |
7 | BA-ira-T. Rowe Price Equity Income Fund (TRVLX) | $100,001 - $250,000 | None (or less than $201) | |
8 | BA-ira-Vanguard Growth Index Fund Admiral Shares (VIGAX) | $50,001 - $100,000 | None (or less than $201) | |
9 | BA-ira-Vanguard Growth Index Fund Admiral Shares (VIMAX) | $15,001 - $50,000 | None (or less than $201) | |
10 | BA-ira-Vanguard Small Cap Index Fund Admiral Shares (VSMAX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | I continue to participate in the deferred compensation plan, but no longer make contributions. | 1/2001 |
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 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Capital World Growth & Income Fund Class F1 Shares (CWGFX) | Purchase | 04/21/2021 | $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 | 17 | This entry was incorrectly reported as BIAGX, and should be BAFGX. Show error deleted, corrected was added. |
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