Estimated Net Worth
- $483 K - $1.6 M
Salary
- Unknown
Employment
- Started 01/25/2021
Records
Financial Disclosure Details - OGE Form 278e (07/25/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Winston-Salem, North Carolina | CEO | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Mary Reynolds Babcock Foundation-403b | |||
1.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
1.2 | CREF Equity Index | $1,001 - $15,000 | None (or less than $201) | |
1.3 | CREF Global equities | $50,001 - $100,000 | None (or less than $201) | |
1.4 | CREF Growth | $15,001 - $50,000 | None (or less than $201) | |
1.5 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
1.6 | CREF Inflation linked bond | $1,001 - $15,000 | None (or less than $201) | |
2 | Mary Reynolds Babcock Foundation-457b | |||
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Global Equities | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Winston Salem, North Carolina | I will not participate in this defined contribution plan after my separation. | 3/2015 | |
2 | Winston Salem, North Carolina | I will not participate in this defined contribution plan after my separation. | 3/2015 | |
3 | Winston Salem, North Carolina | I will not participate in this defined contribution plan after my separation. | 3/2015 |
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 | VCSP 529 plan #1 | $50,001 - $100,000 | None (or less than $201) | |
1.1 | Income Fund of America CIMEX | $100,001 - $250,000 | None (or less than $201) | |
2 | BOA cash accounts | $50,001 - $100,000 | None (or less than $201) | |
3 | TD Ameritrade Roth IRA | |||
3.1 | GAOSX JPMorgan Global Allocation Fund Class I | $1,001 - $15,000 | None (or less than $201) | |
3.2 | JBALX Janus Henderson Balanced Fund Class I | $1,001 - $15,000 | None (or less than $201) | |
3.3 | SGIIX First Eagle Global Fund Class I | $1,001 - $15,000 | None (or less than $201) | |
3.4 | JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF | $1,001 - $15,000 | None (or less than $201) | |
3.5 | LRGF iShares MSCI USA Multifactor ETF | $1,001 - $15,000 | None (or less than $201) | |
3.6 | IVV iShares Core S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Allegacy Credit Union | $15,001 - $50,000 | 2022 | 20 years |
2 | M&T Bank | $100,001 - $250,000 | 2021 | 30 years |
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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