Observations
- Millionaire
Estimated Net Worth
- $27.2 M - $103.3 M
Salary
- Unknown
Employment
- Started 02/05/2018
Financial Disclosure Details - OGE Form 278e (05/16/2022)
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 | T Rowe Price Equity Index 500 | $500,001 - $1,000,000 | None (or less than $201) | |
2 | iShares S&P 500 Index | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | SPDR S&P 500 ETF | $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 | Elissa Leonard Productions, LLC (films), "Sally Pacholok" and "Ladies in Black" (value not readily ascertainable) | Video Sales and Rentals |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Powell Family Trust #1 | |||
1.1 | GS Emerging Markets Equity Fund | $100,001 - $250,000 | $1,001 - $2,500 | |
1.2 | GS High Yield Municipal Fund | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | GS Tactical Tilt Overlay Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Ishares MSCI EAFE ETF | $250,001 - $500,000 | $5,001 - $15,000 | |
1.5 | Ishares Russell 2000 ETF | $250,001 - $500,000 | $2,501 - $5,000 | |
1.6 | Ishares U.S. Real Estate ETF | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | SPDR DJ International Real Estate ETF | $15,001 - $50,000 | $1,001 - $2,500 | |
1.8 | SPDR S&P 500 ETF | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.9 | U.S. bank #1 cash account | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
2 | GS Short Duration Tax Free Fund (Multiple) | Purchase | $1,001 - $15,000 | |
3 | GS High Yield Municipal Fund (Multiple) | Purchase | $1,001 - $15,000 | |
4 | GS U.S. Equity Dividend and Premium Fund (Multiple) | Purchase | $1,001 - $15,000 | |
5 | GS High Yield Municipal Fund | Sale | 12/20/2021 | $1,001 - $15,000 |
6 | Vanguard FTSE Emerging Mkts ETF | Sale | 12/20/2021 | $1,001 - $15,000 |
7 | GS Tactical Tilt Overlay Fund | Sale | 12/20/2021 | $1,001 - $15,000 |
8 | iShares MSCI EAFE ETF | Sale | 12/20/2021 | $15,001 - $50,000 |
9 | Causeway International Value Fund | Sale | 12/20/2021 | $15,001 - $50,000 |
10 | GS U.S. Equity Dividend and Premium Fund | Sale | 12/20/2021 | $50,001 - $100,000 |
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 | 2 | previously reported as Blackrock S&P 500 Index |
6 | 1.14 | holds commercial real estate |
6 | 1.15 | formerly named Wells Fargo Emerging Markets Equity Fund |
6 | 3.12 | holds commercial real estate |
6 | 13 | Bonds had full call |
6 | 28 | previously reported as Blackrock S&P 500 Index |
6 | 33 | Bonds matured |
6 | 37 | Bonds matured |
6 | 48 | Bonds had full call |
7 | 1 | Powell Family Trust #1; Automatic dividend reinvestment |
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