Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2019)
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 | DoubleLine Total Return Bond Fund Class I | $15,001 - $50,000 | None (or less than $201) | |
2 | Domini Impact International Equity Fund Investor Shares | $50,001 - $100,000 | None (or less than $201) | |
3 | Neuberger Berman Social Responsive Fund Class A | $50,001 - $100,000 | None (or less than $201) | |
4 | Parnassus Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | Portfolio 21 Global Equity Fund Class Institutional | $50,001 - $100,000 | None (or less than $201) | |
6 | Calvert Short Duration Income Class I | $100,001 - $250,000 | None (or less than $201) | |
7 | Pax MSCI International ESG Index Institutional Class | $50,001 - $100,000 | None (or less than $201) | |
8 | Pax World Small Cap Institutional Class | $50,001 - $100,000 | None (or less than $201) | |
9 | Touchstone Strategic Sustainability & Impact Class Y | $50,001 - $100,000 | None (or less than $201) | |
10 | iShares MSCI EAFE ESG Optimized ETF | $50,001 - $100,000 | 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 | DoubleLine Total Return Bond Fund Class I | $50,001 - $100,000 | None (or less than $201) | |
2 | Domini Impact International Equity Fund Investor Shares | $50,001 - $100,000 | None (or less than $201) | |
3 | Calvert Short Duration Income Class I | $50,001 - $100,000 | None (or less than $201) | |
4 | Praxis Impact Bond Class I | $50,001 - $100,000 | None (or less than $201) | |
5 | New Mexico Retirement System (DBP) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Blackbaud Stock (BLKB) | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA Checking and Savings | $15,001 - $50,000 | None (or less than $201) | |
3 | USAA Aggressive Growth | $50,001 - $100,000 | None (or less than $201) | |
4 | Commercial Leased Parking Space, Charleston, SC | $50,001 - $100,000 | Rent or Royalties | $1,001 - $2,500 |
5 | Residential Real Estate, Charleston, SC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
6 | R.W. Baird Money Market Account | $100,001 - $250,000 | None (or less than $201) | |
7 | Praxis Impact Bond Class I | $15,001 - $50,000 | None (or less than $201) | |
8 | iShares MSCI KLD 400 Social Index | $15,001 - $50,000 | None (or less than $201) | |
9 | Exhange Knowledge Leaders ETF | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NEW MOUNTAIN FINANCE CORP | Sale | 03/02/2018 | $15,001 - $50,000 |
2 | WHITEHORSE FINANCE I | Sale | 03/02/18 | $15,001 - $50,000 |
3 | Cornerstone Compass | Purchase | 03/27/18 | $50,001 - $100,000 |
4 | MONROE CAPITAL CORP | Sale | 03/02/2018 | $15,001 - $50,000 |
5 | FIDUS INVESTMENT COR | Sale | 03/02/2018 | $15,001 - $50,000 |
6 | Touchstone Strategic Sustainability and Impact Class Y | Sale | 12/27/2018 | $100,001 - $250,000 |
7 | iShares MSCI EAFE ESG Optimized ETF | Sale | 12/27/2018 | $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 |
|---|---|---|
6 | 6 | These funds are not considered income but rather a temporary holding that has since been invested into bond funds. |
6 | 9 | Assets previously reported as owned by spouse, but jointly owned. |
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