Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.9 M
Salary
- Unknown
Employment
- Started 03/17/2021
Financial Disclosure Details - OGE Form 278e (05/13/2022)
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 | Miller and Chevalier Chartered 401K | |||
1.1 | Vanguard 500 Index Fund (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2040 Fund (VFORX) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation in 2006. | 11/2004 | |
2 | Chicago, Illinois | I no longer participate in this defined contribution plan - all funds rolled over into the TSP. The plan sponsor had not made contributions since my separation in 2007. | 8/2006 |
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 | DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65 | None (or less than $201) | ||
2 | 401K | |||
2.1 | American Funds 2035 Target Date Retirement Fund (RFFTX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, San Francisco, CA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Globe Life Liberty National Division whole life insurance policies | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Bank #1 (cash account) | $100,001 - $250,000 | Interest | $201 - $1,000 |
4 | U.S. Bank #2 (cash account) | $250,001 - $500,000 | Interest | $201 - $1,000 |
5 | investment account #1 | |||
5.1 | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
5.2 | T. Rowe Price International Value Equity Fund (TRIGX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5.3 | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $5,001 - $15,000 | |
6 | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
7 | investment account #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Miller and Chevalier 401K: American Funds EuroPacific Growth Fund (RERGX) | Sale | 12/21/2021 | $15,001 - $50,000 |
2 | Miller and Chevalier 401K: Harbor Capital Appreciation Fund (HACAX) | Sale | 12/21/2021 | $15,001 - $50,000 |
3 | Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund (MWTRX) | Sale | 12/21/2021 | $1,001 - $15,000 |
4 | Miller and Chevalier 401K: Vanguard 500 Index Fund (VFIAX) | Sale | 12/21/2021 | $15,001 - $50,000 |
5 | Miller and Chevalier 401K: Vanguard Target Retirement 2040 Fund (VFORX) | Sale | 12/21/2021 | $15,001 - $50,000 |
6 | Baker & MacKenzie 401K: BlackRock Equity Index Fund (WBREOX) | Sale | 12/29/2021 | $15,001 - $50,000 |
7 | Baker & MacKenzie 401K: Russell Investments Global Balanced Fund | Sale | 12/29/2021 | $1,001 - $15,000 |
8 | Baker & MacKenzie 401K: Russell Investments Intermediate Term Bond Fund | Sale | 12/29/2021 | $1,001 - $15,000 |
9 | Baker & MacKenzie 401K: Russell Investments Non-U.S. Equity Fund | Sale | 12/29/2021 | $1,001 - $15,000 |
10 | Baker & MacKenzie 401K: Russell Investments Real Asset Fund | Sale | 12/29/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2013 | 30 years |
2 | Wells Fargo | $250,001 - $500,000 | 2007 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.1 | Remainder after rollover to the TSP due to error by 401K administrator. |
2 | 1.2 | Remainder after rollover to the TSP due to error by 401K administrator. |
7 | 1 | rollover to TSP |
7 | 2 | rollover to TSP |
7 | 3 | rollover to TSP |
7 | 4 | rollover to TSP |
7 | 5 | rollover to TSP |
7 | 6 | rollover to TSP |
7 | 7 | rollover to TSP |
7 | 8 | rollover to TSP |
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