Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (12/22/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Greater Fairbanks Community Foundation
Fairbanks, Alaska
Member of the Board of Trustees
11/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Alaska, defined benefit plan (value not readily ascertainable)
Retirement Payments (annual)
$14,000
2
University of Alaska, 401(k) plan
2.1
Fidelity Gov't Cash Reserves FDRXX
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Strategic Income Fund FADMX
$1,001 - $15,000
None (or less than $201)
2.3
FID SAI Long Term Treasury Bond Index FBLTX
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity SAI Emerging Markets Index FERGX
$100,001 - $250,000
None (or less than $201)
2.5
FIDELITY ADVISOR NEW MARKETS INC CL Z FGBMX
$1,001 - $15,000
None (or less than $201)
2.6
STRATEGIC ADVISERS FID EMERGING MARKETS FGOMX
$15,001 - $50,000
None (or less than $201)
2.7
FIDELITY SAI INFLATION FOCUSED FD
$15,001 - $50,000
None (or less than $201)
2.8
FIDELITY SAI INFLATION FOCUSED FD FIKPX
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
University of Alaska
Fairbanks, Alaska, Alaska
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
6/1985
2
University of Alaska
Fairbanks, Alaska
I will continue to participate in this defined benefit plan.
6/1985

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
State of Alaska, Teachers Retirement System (TRS), Defined benefit plan (value not readily ascertainable)
Retirement Payments
2
University of Alaska Fairbanks School of Education
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union (cash)
$100,001 - $250,000
None (or less than $201)
2
New York Life, whole life
$100,001 - $250,000
None (or less than $201)
3
Alaska 529 Savings plan, University of Alaska Portfolio
$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
Nothing reported in this section

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