Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.9 M
Salary
- Unknown
Records
- OGE Form 278e (05/13/2024)
- OGE Form 278e (05/14/2023)
- OGE Form 278t (02/07/2023)
- OGE Form 278t (10/02/2022)
- OGE Form 278t (09/13/2022)
- OGE Form 278t (08/01/2022)
- OGE Form 278t (07/06/2022)
- OGE Form 278t (06/04/2022)
- OGE Form 278e (05/23/2022)
- OGE Form 278t (05/08/2022)
- OGE Form 278t (04/03/2022)
- OGE Form 278t (03/07/2022)
- OGE Form 278t (02/02/2022)
- OGE Form 278t (01/05/2022)
- OGE Form 278t (12/02/2021)
- OGE Form 278t (10/31/2021)
- OGE Form 278t (10/04/2021)
- OGE Form 278t (09/01/2021)
- OGE Form 278t (08/04/2021)
- OGE Form 278t (07/07/2021)
- OGE Form 278e (05/17/2021)
- OGE Form 278t (05/17/2021)
- OGE Form 278t (04/07/2021)
- OGE Form 278t (03/04/2021)
- OGE Form 278t (02/03/2021)
- OGE Form 278t (01/07/2021)
- OGE Form 278t (12/02/2020)
- OGE Form 278t (11/03/2020)
- OGE Form 278t (10/01/2020)
- OGE Form 278t (08/31/2020)
- OGE Form 278t (08/04/2020)
- OGE Form 278t (07/06/2020)
- OGE Form 278e (06/26/2020)
- OGE Form 278t (06/26/2020)
- OGE Form 278t (06/26/2020)
- OGE Form 278e (05/22/2019)
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | Roth IRA | |||
1.1 | Tesla Motors, Inc. Stock | $15,001 - $50,000 | None (or less than $201) | |
1.2 | The Coca-Cola Company Common Stock | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Small-Cap ETF | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Div Appreciation ETF | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard FTSE Emerging Market ETF | None (or less than $1,001) | 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 | MRKT, LLC (Real estate lending) | $100,001 - $250,000 | Interest | $15,001 - $50,000 |
2 | IRA | |||
2.1 | Cash Account | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Vanguard Admiral Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | UC 403(B) Plan | |||
4.1 | UC Pathway 2045 Multi-Asset Class Fund (NON40OFMU) | $100,001 - $250,000 | None (or less than $201) | |
5 | Retirement Account (Inherited) | Cash distribution | $2,011 | |
5.1 | Franklin Income Fund | $50,001 - $100,000 | None (or less than $201) | |
6 | UC 457(B) Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Nevada 529 College Savings Plan (ST) | |||
1.1 | Vanguard Small-Cap Index Fund (NAESX) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Nevada 529 College Savings Plan (KT) | |||
4.1 | Vanguard Small-Cap Index Fund Investor Shares (NAESX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Leatt Corp. Common Stock (LEAT) | $15,001 - $50,000 | None (or less than $201) | |
6 | St. Joe Co. Common Stock (JOE) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
7 | XPEL Inc. Common Stock (XPEL) | $100,001 - $250,000 | None (or less than $201) | |
8 | Rental Condo - Reno, NV | None (or less than $1,001) | Rent or Royalties | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Xpel, Inc. XPEL | Purchase | 02/17/2023 | $1,001 - $15,000 |
2 | Leatt Corp. LEAT | Sale | 01/17/2023 | $1,001 - $15,000 |
3 | Xpel, Inc. XPEL | Purchase | 01/18/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Rental Condo - Reno NV Mortgage | $100,001 - $250,000 | 2006 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | LLC is a family owned entity that provides construction loans. |
5 | 4.1 | Information on the fund can be found here: https://myucretirement.com/Managed/Assets/File/1589398484/UC%20PATHWAY%202045.pdf |
5 | 5 | Inherited beneficiary account with required minimum distributions based on age and life expectancy. |
6 | 8 | Property was sold and mortgage was paid off in 2023. |
6 | 9.2 | Asset erroneously not reported on prior reports. |
8 | 1 | Property was sold and mortgage was paid off in 2023. |
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