Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.7 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 | IRA #1: | |||
1.1 | FIRST EAGLE GLOBAL I (SGIIX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | GOLDMAN SACHS SM MD CAP GW I (GSMYX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | JANUS HENDERSON BALANCED I (JBALX) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | JANUS HENDERSON FORTY I (JCAPX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | JANUS HENDERSON SM CAP VAL I (JSCOX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | JANUS HENDERSON US MNGD VOL I (JRSIX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | AMERICAN NEW WORLD (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 - (Reinvested Defined Benefit Plan Cash Out) | |||
2.1 | Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 | 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 | Aimbridge Hospitality | salary | ||
2 | Aimbridge Hospitality, 401(k) plan: | |||
2.1 | T. Rowe Price Retirement 2030 Fund (TRRCX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual, whole life policies #1-3 | None (or less than $1,001) | Cash Distribution | $27,422 |
2 | U.S. bank #1 (cash) - BOW | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) - CFB | $1,001 - $15,000 | None (or less than $201) | |
4 | Voya Financial, variable annuity (exercised, no remaining assets) | Cash Distributions | $11,517 | |
5 | Brokerage account | |||
5.1 | VANGUARD FTSE EMERGING MARKETS (VWO) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | VANGUARD INTL EQUITY INDEX FD (VEU) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | VANGUARD SHORT-TERM CORPORATE (VCSH) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | ISHARES S&P 500 GRWTH ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | ISHARES S&P 500 VAL ETF (IVE) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Janus Henderson Forty Fund Class I Shares (JCAPX) | Sale | 01/23/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Colorado First Bank | $250,001 - $500,000 | 2021 | 30 year |
2 | Colorado First Bank | $100,001 - $250,000 | 2023 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | This policy was liquidated/surrendered in 2023. |
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