Estimated Net Worth
- $497 K - $1.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2023)
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 |
|---|---|---|---|---|
1 | IRA Rollover | $50,001 - $100,000 | None (or less than $201) | |
1.1 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Consumer Discretionary Select Sector SPDR Fund (XLY) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Fidelity Investment Grade Bond Fund (FBNDX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity OTC Portfolio (FOCPX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Harbor Capital Appreciation Fund Institutional Class Shares (HACAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Harbor Large Cap Value Fund Institutional Class Shares (HAVLX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Harbor Mid Cap Fund Investor Class Shares (HMCNX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | American Funds Bond Fund of America F1 (BFAFX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Fidelity Inflation-Protected Bond Index Fund (FIPDX) | $1,001 - $15,000 | 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 | Xavier University (Private liberal arts college) | $100,001 - $250,000 | salary | |
2 | Private Practice (Psychoanalytic/Psychotherapy Part-Time private practice ) | $50,001 - $100,000 | consulting fees | |
3 | Roth IRA | $15,001 - $50,000 | None (or less than $201) | |
3.1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | NVIDIA Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Schwab US Large-Cap Value ETF (SCHV) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity Inflation-Protected Bond Index Fund (FIPDX) | $1,001 - $15,000 | None (or less than $201) | |
4 | SEP-IRA | $1,001 - $15,000 | None (or less than $201) | |
4.1 | NVIDIA Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Harbor Long-Term Growers ETF Harbor Long- Term Growers ETF (WINN) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | College 529 - Advantage Age-based Portfolio and Vanguard Aggressive Age-based Portfolio | None (or less than $1,001) | None (or less than $201) | |
2 | U.S. Bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | AAPL | $15,001 - $50,000 | None (or less than $201) | |
4 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
5 | Boeing Co (BA) | $15,001 - $50,000 | None (or less than $201) | |
6 | Chevron Corp. (CVX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Johnson Controls International Plc (JCI) | $1,001 - $15,000 | None (or less than $201) | |
8 | NVIDIA Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | |
9 | Proctor & Gamble | $15,001 - $50,000 | None (or less than $201) | |
10 | Fidelity OTC Portfolio (FOCPX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Filer's Information | 1 | Not sure if this needs to be reported since it's an acting role. This acting role is anticipated to end by early June. My position of record continues to be Executive Director, VHA National Center for Organization Development. |
6 | 2 | Includes all cash bank accounts owned by me and/or my spouse as well as our young adult children (we are cosigners on their accounts). |
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