Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.9 M
Salary
- Unknown
Employment
- Started 08/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | SA EEI 401K | |||
1.1 | PIMCO Total Return Fund Institutional Class Shares (PTTRX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | American Funds EuroPacific Growth Fund Class R-6 | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Champlain Mid Cap Fund Institutional Shares (CIPIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | US Small Cap Portfolio Institutional Class Shares (DFSTX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.6 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $50,001 - $100,000 | $201 - $1,000 | |
1.7 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.8 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $15,001 - $50,000 | None (or less than $201) | |
2 | SA EEI Supplemental Benefits Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | Diamond Hill Small-Mid Cap Fund Class I Shares (DHMIX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity International Index Fund (FSPSX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Fidelity Small Cap Index Fund (FSSNX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | MetWest Unconstrained Bond Fund Class M Shares (MWCRX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Tortoise MLP & Pipeline Fund Institutional Class Shares (TORIX) | None (or less than $1,001) | None (or less than $201) | |
1.8 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | BlackRock StrategicGlobal Bond Fund, Inc Institutional Shares (MAWIX) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Tortoise MLP & Pipeline Fund Institutional Class Shares (TORIX) | Sale | 07/13/2022 | $1,001 - $15,000 |
2 | Tortoise MLP & Pipeline Fund Institutional Class Shares (TORIX) | Sale | 03/30/2022 | $1,001 - $15,000 |
3 | Tortoise MLP & Pipeline Fund Class A Shares (TORTX) | Sale | 03/10/2022 | $1,001 - $15,000 |
4 | BlackRock Strategic Global Bond Fund, Inc. Institutional | Sale | 09/28/2022 | $1,001 - $15,000 |
5 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | Sale | 03/30/2022 | $1,001 - $15,000 |
6 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | Purchase | 07/25/2022 | $1,001 - $15,000 |
7 | New World Fund, Inc Class F2 Shares (NFFFX) | Purchase | 03/30/2022 | $1,001 - $15,000 |
8 | iShares MSCIEmerging Markets ETF (EEM) | 12/05/2022 | $15,001 - $50,000 | |
9 | iShares MSCI EAFE ETF (EFA) | Purchase | 12/05/2022 | $15,001 - $50,000 |
10 | iShares MSCI EAFE Small-Cap ETF (SCZ) | Purchase | 12/05/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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