Estimated Net Worth
- $704 K - $1.9 M
Salary
- Unknown
Employment
- Started 02/01/2021
Records
Financial Disclosure Details - OGE Form 278e (05/09/2023)
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 | Great Western Bank IRA - Cash Account | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | General Electric Defined Benefit Plan | Boston, Massachusetts | GE Pension Plan | 8/1998 |
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 | Wellpath Salary | None (or less than $1,001) | ||
2 | Vanguard Institutional Target Retirement Income Fund Institutional Class Shares (VITRX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Novant Health, Inc. Supplemental Retirement Plan | $15,001 - $50,000 | None (or less than $201) | |
3.1 | State Street Target Retirement 2050 Fund Class K Shares (SSDLX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | State Street Target Retirement 2030 Fund Class I Shares (SSBWX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | PIMCO Low Duration Fund II Institutional Class Shares (PLDTX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Rollover IRA | $100,001 - $250,000 | ||
4.1 | MidCap Financial Investment Corporation Common Stock (MFIC) | $1,001 - $15,000 | $1,001 - $2,500 | |
4.2 | Global X Robotics & Artificial Intelligence ETF (BOTZ) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Alger Small Cap Focus Fund Class A Shares (AOFAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rental Property Charlotte, NC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Eastman Kodak Co. (KODK) | $1,001 - $15,000 | None (or less than $201) | |
3 | MetLife, Inc. (MET) | $1,001 - $15,000 | $201 - $1,000 | |
4 | NIO Inc. (NIO) | $15,001 - $50,000 | None (or less than $201) | |
5 | Nikola Corp (NKLA) | None (or less than $1,001) | None (or less than $201) | |
6 | NRG Energy, Inc. (NRG) | $1,001 - $15,000 | $201 - $1,000 | |
7 | Plug Power, Inc. (PLUG) | $1,001 - $15,000 | None (or less than $201) | |
8 | AT&T, Inc. (T) | $1,001 - $15,000 | $201 - $1,000 | |
9 | Tilray Inc (TLRY) | $1,001 - $15,000 | None (or less than $201) | |
10 | Vanguard Healthcare Mutual Fund | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AAPL Call Option | Sale | 09/16/2022 | $15,001 - $50,000 |
2 | AAPL Call Option | Sale | 09/16/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | UBS | $250,001 - $500,000 | 2017 | 30 Yrs |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 4.1 | Changed name from Apollo Investment Corporation |
5 | 4.14 | Spinoff from ATT |
5 | 4.15 | Spinoff from Excelon |
5 | 9 | Spinoff from General Electric |
6 | 13 | Spinoff from ATT |
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