Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $7.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/20/2023)
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 | Miami Fire and Police Retirement Trust defined benefit (value not readily ascertainable) | Retirement Payments (monthly) | $2,400 | |
2 | Palm Bay Police and Firefighter Pension Fund (defined benefit - value not readily ascertainable) | Retirement Payments (monthly) | $1,800 | |
3 | North Miami Beach Police Pension (defined benefit - value not readily ascertainable) | Retirement Payments(month y) | $6,850 | |
4 | ICMA RHS Premier Services Program (457 account through Palm Bay Police) | |||
4.1 | Vantagepoint Milestone 2015 | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Miami Fire and Police Retirement Trust | Miami , Florida | I will continue to participate in this defined benefit plan. | 1/1974 |
2 | North Miami Beach Police Pension | North Miami Beach, Florida | I will continue to participate in this defined benefit plan.. | 11/1989 |
3 | Palm Bay Police and Firefighters Pension Fund | Palm Bay, Florida | I will continue to participate in this defined benefit plan. | 4/2004 |
4 | ICMA RC account through the city of Palm Bay | Palm Bay, Florida | I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions since my separation. | 4/2004 |
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 | Intel Corp | $1,001 - $15,000 | None (or less than $201) | |
2 | BHP Billiton LTD ADR | $1,001 - $15,000 | None (or less than $201) | |
3 | Boeing Co | $1,001 - $15,000 | None (or less than $201) | |
4 | Merrill-Lynch Bank Deposit Program (cash account) | $250,001 - $500,000 | None (or less than $201) | |
5 | MetLife Performance Premier B Class Qualified IRA | |||
5.1 | American Funds Global Capitalization Fund | $50,001 - $100,000 | $201 - $1,000 | |
5.2 | Fixed Interest Account | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5.3 | Harris Oakmark International Portfolio | $50,001 - $100,000 | $201 - $1,000 | |
5.4 | JPMorgan Core Bond Portfolio | $50,001 - $100,000 | $201 - $1,000 | |
5.5 | Metlife Mid Cap Stock Index Portfolio | $50,001 - $100,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Allstate Corp Del Com | Purchase | 12/09/2021 | $1,001 - $15,000 |
2 | Adobe INC | Purchase | 12/09/2021 | $1,001 - $15,000 |
3 | Amazon.com, Inc. (AMZN) | Purchase | 12/09/2021 | $1,001 - $15,000 |
4 | Alphabet, Inc. (GOOGL) | Purchase | 12/09/2021 | $1,001 - $15,000 |
5 | AT&T INC | Purchase | 12/09/2021 | $1,001 - $15,000 |
6 | Amgen Inc. (AMGN) | Purchase | 12/09/2021 | $1,001 - $15,000 |
7 | CSX Corp. (CSX) | Purchase | 12/09/2021 | $1,001 - $15,000 |
8 | Duke Energy Corp. (DUK) | Purchase | 12/09/2021 | $1,001 - $15,000 |
9 | Exxon Mobil Corp. (XOM) | Purchase | 12/09/2021 | $1,001 - $15,000 |
10 | General Motors Co. (GM) | Purchase | 12/09/2021 | $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 | 3 | cola increase |
2 | 4 | Health care reimbursement investment |
6 | 4 | Increase in value due to sale of homestead. |
6 | 5.11 | Formerly Davis Venture. |
6 | 6.13 | Formerly WMC Core Equity Opportunities Portfolio. |
6 | 7.1 | Filer inadvertently left off earlier forms. |
6 | 10 | Filer inadvertently left off prior forms. |
6 | 40 | Replaced Met Life Annunity |
7 | 28 | Sold 40% of of shares owned. |
7 | 35 | Acquired as a dividend spin off from ATT did not purchase the position. |
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