Estimated Net Worth
  • estimated net worth
    $796 K - $1.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/20/2023)

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
1
Franklin MutualGlobal Discovery Fund Class A Shares (TEDIX)
$15,001 - $50,000
$201 - $1,000
2
IRA - Oakmark Equity and Income Fund Investor Class Shares (OAKBX)
$1,001 - $15,000
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
Hillmann Consulting, LLC
Salary (other than Federal Government)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of America Checking and Savings Account
$15,001 - $50,000
Interest
None (or less than $201)
2
Janus Henderson Research Fund Class D Shares (JNRFX)
$15,001 - $50,000
Dividends
$201 - $1,000
3
401K
$250,001 - $500,000
Dividends
$2,501 - $5,000
3.1
Vanguard Mid-Cap Growth Fund (VMGRX)
$100,001 - $250,000
$2,501 - $5,000
3.2
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$100,001 - $250,000
$2,501 - $5,000
3.3
Vanguard Balanced Index Fund Admiral Shares (VBIAX)
$100,001 - $250,000
$2,501 - $5,000
3.4
Vanguard Total World Stock Index Fund Admiral Class Shares (VTWAX)
$100,001 - $250,000
$5,001 - $15,000
4
USAA Savings Account
$100,001 - $250,000
Interest
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
Retirement account from prior employment at PACE, INC.
2
2
Retirement account from previous employment with PACE, Inc.
6
1
cash account
6
4
Cash Account

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