Estimated Net Worth
- $172 K - $755 K
Salary
- Unknown
Employment
- Started 07/25/2019
Financial Disclosure Details - OGE Form 278e (03/22/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Tucson, Arizona | Trustee (unpaid) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA brokerage 1 | |||
1.1 | iShares Core S&P Small Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P Mid Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard FTSE Emerging Markets (VWO) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Intermediate Term (VCIT) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard FTSE Developed (VEA) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA brokerage 2 | |||
2.1 | iShares Core S&P Small Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Core S&P Mid Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Phoenix, Arizona | I will continue to participate in this defined benefit plan. | 7/2013 |
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 | IRA brokerage 1 | |||
1.1 | iShares Core S&P Small Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core S&P Mid Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Trust Emerging Market Bond (EMB) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SPDR Series Trust High Yield Bond (JNK) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Schwab Strategic Intermediate Term U.S. Treasury (SCHR) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard FTSE Emerging Markets (VWO) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Intermediate Term (VCIT) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard FTSE Developed (VEA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank 1 - Checking Account | $1,001 - $15,000 | None (or less than $201) | |
2 | US bank 1 - Savings Account | $15,001 - $50,000 | None (or less than $201) | |
3 | US bank 2 - Savings Account | $15,001 - $50,000 | None (or less than $201) | |
4 | Protective Advantage Choice Life Insurance (universal) | $50,001 - $100,000 | None (or less than $201) | |
5 | Principal Universal Life Insurance (universal) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Pima Federal Credit Union | $100,001 - $250,000 | 2017 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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