Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | |||
1.1 | Oracle Corp. (ORCL) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Janus Henderson Global Technology and Innovation Fund Class T Shares (JAGTX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Schwab Large-Cap Growth Fund (SWLSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Quantified Pattern Recognition Fund Investor Class Shares (QSPMX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | American Century Growth Fund Investor Class Shares (TWCGX) | $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 | Xerox Corp., defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #1 (7) | |||
2.1 | Fidelity OTC (FOCPX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Fidelity Blue Chip Growth Fund (FBGRX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Fidelity NASDAQ Composite Index Fund (FNCMX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Fidelity Balanced Fund (FBALX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Fidelity Communication Services Portfolio (FBMPX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Fidelity Conservative Income Bond Fund Institutional Class Shares (FCNVX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (IBM) Int'l Business Machines Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
2 | (FCN) FTI Consulting | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Bank Account #1 | $1,001 - $15,000 | None (or less than $201) | |
4 | Northwestern Mutual whole life insurance | $50,001 - $100,000 | None (or less than $201) | |
5 | Northwestern Mutual whole life insurance | $50,001 - $100,000 | None (or less than $201) | |
6 | Maryland 529 College Invst Plan (F) | cash distributions | $13,139 | |
6.1 | T Rowe Price Extended Equity Market Idx (PEXMX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | T Rowe Price Equity Index 500 | $50,001 - $100,000 | None (or less than $201) | |
6.3 | T Rowe Price Inflation Focused Bond Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | Maryland 529 College Invst Plan (S) | cash distributions | $21,954 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Janus Henderson Global Life Sciences Fund Class T Shares (JAGLX) | Sale | 06/20/2023 | $1,001 - $15,000 |
2 | Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX) | Sale | 06/20/2023 | $1,001 - $15,000 |
3 | Schwab Fundamental US Small Company Index Fund (SFSNX) | Sale | 06/20/2023 | $1,001 - $15,000 |
4 | Schwab Small-Cap Index Fund (SWSSX) | Sale | 06/20/2023 | $1,001 - $15,000 |
5 | American Century Growth Fund Investor Class Shares (TWCGX) | Purchase | 06/21/2023 | $1,001 - $15,000 |
6 | Janus Henderson Global Tech & Innov (JAGTX) | Purchase | 06/21/2023 | $1,001 - $15,000 |
7 | Quantified Pattern Recognition Fund Investor Class Shares (QSPMX) | Purchase | 06/21/2023 | $1,001 - $15,000 |
8 | Fidelity Real Estate Investment Portfolio (FRESX) | Sale | 03/01/2023 | $1,001 - $15,000 |
9 | Fidelity Blue Chip Growth Fund (FBGRX) | Purchase | 03/01/2023 | $15,001 - $50,000 |
10 | Fidelity NASDAQ Composite Index Fund (FNCMX) | Sale | 03/01/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citi | $10,001 - $15,000 | 2023 | n/a |
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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