Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $5.0 M
Salary
- Unknown
Employment
- Started 07/30/2021
Records
Financial Disclosure Details - OGE Form 278e (04/10/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank account 1 | $100,001 - $250,000 | None (or less than $201) | |
2 | US Bank Account 2 | $1,001 - $15,000 | None (or less than $201) | |
3 | Compushare | None (or less than $1,001) | Dividends | $201 - $1,000 |
4 | Commercial Property, Gallup, New Mexico | $250,001 - $500,000 | Rent or Royalties | None (or less than $201) |
5 | $500,001 - $1,000,000 | Capital Gains | ||
5.1 | Penn Mutual - Whole Life | |||
6 | IRA | $500,001 - $1,000,000 | $5,001 - $15,000 | |
6.1 | Federated Hermes Capital Reserves FCR | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Pershing Government Account PGR | $250,001 - $500,000 | None (or less than $201) | |
6.3 | T Rowe Price Capital Appreciation PRWCX | $250,001 - $500,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $15,001 - $50,000 | 2021 | |
2 | Wells Fargo | $15,001 - $50,000 | 2021 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4 | This property is owned in a general partnership. I am in the process of turning over my ownership in this property. |
6 | 5 | This entity is an irrevocable trust which owns a 1 million dollar life insurance policy. It has no cash value at this time and no income is generated. It is owned by the trust. The owner is the members of the trust which does not include me |
6 | 5.1 | Whole life insurance. Policy is funded through filers 85th birthday. Policy is for the employee which she will receive no benefit. |
6 | 6 | specific mutual funds and performance listed separately |
6 | 7 | Cash payment from IRA for purchase of personal property, all taxes paid on cash received from the IRA |
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