Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Cheetah Conservation Fund, USA | Alexandria, Virginia | Trustee | Present |
2 | Institute for Civility in Government | Houston, Texas | Board of Directors | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | UBS IRA | |||
1.1 | Invesco Select Companies Fund Class A (ATIAX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | cash | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Danaher Corporation (DHR) | $15,001 - $50,000 | Dividends | None (or less than $201) |
1.4 | Novartis AG (NVS) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.5 | Royal Bank of Canada (RY) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.6 | The Walt Disney Company (DIS) | $15,001 - $50,000 | Dividends | None (or less than $201) |
1.7 | Virtus AllianzGI Technology Fund Class A (RAGTX) | $100,001 - $250,000 | None (or less than $201) | |
1.8 | Columbia Select Small Cap Value Fund Class A (SSCVX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Invesco Equally-Weighted S&P 500 Fund Class A (VADAX) | $15,001 - $50,000 | $201 - $1,000 |
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 | Artisan Small Cap Fund Investor Shares (ARTSX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Artisan International Fund Investor Class (ARTIX) | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | Bank of America Corporation (BAC) | $1,001 - $15,000 | None (or less than $201) | |
4 | The Coca-Cola Company (KO) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
5 | The Home Depot, Inc. (HD) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
6 | Intel Corporation (INTC) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | Johnson & Johnson (JNJ) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
8 | McDonald's Corporation (MCD) | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
9 | The Procter & Gamble Company (PG) | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
10 | The J. M. Smucker Company (SJM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco Select Companies Fund Class A Shares (ATIAX) | Sale | 04/27/2021 | $1,001 - $15,000 |
2 | Invesco Oppenheimer Main Street Small Cap Fund Class A Shares (OSCAX) | Purchase | 04/27/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
2 | 1.7 | On Feb. 1, 2021, Allianzgi Technology Fund, Class A (RAGTX) was renamed to be Virtus Allianzgi Technology Fund A (RAGTX). |
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