Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/22/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Native American Rights Fund | Boulder, Colorado | Senior Staff Attorney | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Native American Rights Fund | Salary/Bonus | $30,043 | |
2 | Native American Rights Fund, 401k | |||
2.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | AMCAP Fund Class R6 Shares (RAFGX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Neuberger Berman Sustainable Equity Fund Class R6 Shares (NRSRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Native American Rights Fund | Boulder, Colorado | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 12/2003 |
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 | SLR Consulting (environmental consulting) | salary | $77,060 | |
2 | SLR Stock (environmental consulting), vested, restricted | $1,001 - $15,000 | None (or less than $201) | |
3 | SLR Consulting, 401k | |||
3.1 | Vanguard MidCap Index Fund VIMAX | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Index Fund VINAX | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | NAL Roth IRA | |||
1.1 | Dodge & Cox Stock Fund (DODGX) | $50,001 - $100,000 | None (or less than $201) | |
2 | NAL Trad IRA | |||
2.1 | Dodge & Cox Income Fund (DODIX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Dodge & Cox Stock Fund (DODGX) | $1,001 - $15,000 | None (or less than $201) | |
3 | DBB Trad IRA | |||
3.1 | Dodge & Cox Stock Fund (DODGX) | $15,001 - $50,000 | None (or less than $201) | |
4 | DBB Roth IRA | |||
4.1 | Dodge & Cox Stock Fund (DODGX) | $100,001 - $250,000 | None (or less than $201) | |
5 | (USAA) NV 529, College Savings Plan |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Occidental Petroleum Corp. (OXY) | Sale | 02/16/2021 | $1,001 - $15,000 |
2 | Zoetis, Inc. (ZTS) | Sale | 02/16/2021 | $1,001 - $15,000 |
3 | The Home Depot, Inc. (HD) | Purchase | 02/25/2021 | $1,001 - $15,000 |
4 | Costco Wholesale Corp. (COST) | Purchase | 02/24/2021 | $1,001 - $15,000 |
5 | Amazon.com, Inc. (AMZN) | Purchase | 03/09/2021 | $1,001 - $15,000 |
6 | Zoetis, Inc. (ZTS) | Purchase | 03/03/2021 | $1,001 - $15,000 |
7 | The Home Depot, Inc. (HD) | Sale | 03/31/2021 | $1,001 - $15,000 |
8 | Amazon.com, Inc. (AMZN) | Sale | 04/14/2021 | $1,001 - $15,000 |
9 | Zoetis, Inc. (ZTS) | Sale | 04/19/2021 | $1,001 - $15,000 |
10 | Costco Wholesale Corp. (COST) | Sale | 05/04/2021 | $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 | Time period from 1/1/21 through 1/25/21 only. Separated 1/25/21. Amount includes 3 weeks of pay and unused leave. |
2 | 2.5 | Voya decided to no longer carry this fund, so the balance was transferred to the ANCAP R6 |
5 | 2 | SLR Stock is granted by a privately held company. Not currently tradeable on an exchange. |
6 | 6 | Distribution of an annual dividend that is paid to Alaska residents from investment earnings of mineral royalties. Paid by the state for residency in 2020. |
6 | 7 | Paid by state for residency in 2020. |
6 | 8 | Paid by state for residency in 2020. |
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