Estimated Net Worth
- $115 K - $377 K
Salary
- Unknown
Employment
- Started 03/01/2021
Financial Disclosure Details - OGE Form 278e (06/11/2022)
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 | Contributory IRA: Morgan Stanley | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth Contributory IRA: Morgan Stanley | |||
2.1 | Schwab S&P 500 Index FD (SWPPX) | $50,001 - $100,000 | $201 - $1,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State Department Federal CU: Regular Share Account (Cash account) | $1,001 - $15,000 | None (or less than $201) | |
2 | State Department Federal CU: Basic Checking (Cash account) | $15,001 - $50,000 | None (or less than $201) | |
3 | INTL Business Machines (IBM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
4 | PFIZER Incorporated (PFE) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Wal-Mart Stores INC (WMT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | Charter Communicatn (CHTR) | $1,001 - $15,000 | None (or less than $201) | |
7 | AT&T INC | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | VIATRIS INC (VTRS) | None (or less than $1,001) | None (or less than $201) | |
9 | Morgan Stanley Cash Account | $1,001 - $15,000 | None (or less than $201) | |
10 | Kyndryl Holdings INC (KD) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 1 | Currently assets are in cash and not held in any stock. |
6 | 8 | Pfizer spinoff in November 2020 resulted in receiving shares in new company. |
6 | 10 | Kyndryl is a spin-off of IBM's infrastructure services services business in November 2021. |
6 | 11 | Value not readily ascertainable. |
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