Estimated Net Worth
- $760 K - $2.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/17/2024)
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 | State of Washington, defined benefit plan | $100,001 - $250,000 | None (or less than $201) | |
2 | Morgan Stanley UMA IRA | |||
2.1 | Morgan Stanley Pathway FundsEmerging Markets Equity Fund (TEMUX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Morgan Stanley Pathway Funds International Equity Fund (TIEUX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Morgan Stanley Pathway Funds Small-Mid Cap Equity Fund (TSGUX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Morgan Stanley Pathway Funds Core Fixed Income Fund (TIIUX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Morgan Stanley Pathway Funds Inflation- Linked Fixed Income Fund (TILUX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Morgan Stanley Pathway Funds High Yield Fund (THYUX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Morgan Stanley Pathway Funds Ultra-Short Term Fixed Income Fund (TSDUX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seattle, Washington | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2022 | |
2 | Snohomish County 457b | Everett | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2016 |
3 | Olympia, Washington | PERS2 (Pension plan) | 10/2009 | |
4 | City of Seattle - Deferred Compensation Plan | Seattle, Washington | I will continue to participate in this plan, but the plan sponsor and myself no longer make contributions. | 1/2022 |
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 | U.S. bank #1 Cash Account MMF | $50,001 - $100,000 | ||
2 | Morgan Stanley Brokerage Account | |||
2.1 | APPL APPLE INC | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2.2 | ABBV ABBVIE INC COM | None (or less than $1,001) | ||
2.3 | ACN ACCENTURE PLC IRELAND CL A | $1,001 - $15,000 | ||
2.4 | AMGN AMGEN INC | $1,001 - $15,000 | ||
2.5 | BAC BANK OF AMERICA CORP | None (or less than $1,001) | ||
2.6 | CCI CROWN CASTLE INC | $1,001 - $15,000 | ||
2.7 | CFG CITIZENS FINANCIAL GROUP INC | $1,001 - $15,000 | ||
2.8 | COST COSTCO WHOLESALE CORP NEW | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $100,001 - $250,000 | 2011 | 30 year |
2 | PNC Bank | $500,001 - $1,000,000 | 2019 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3 | RY1 |
6 | 4 | RY2 |
8 | 2 | At time of filing, property listed but not rented yet. |
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