Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.1 M
Salary
- Unknown
Employment
- Started 01/03/2021
Records
Financial Disclosure Details - OGE Form 278e (09/12/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Templeton World Fund | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Templeton Growth Fund-Class A | $1,001 - $15,000 | $201 - $1,000 | |
2 | IRA @ USAA Federal Savings Bank | $50,001 - $100,000 | Interest | $201 - $1,000 |
2.1 | USAA Federal Savings Bank | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | EuroPacific Growth Fund | $500,001 - $1,000,000 | $15,001 - $50,000 | |
4 | Investment Company of America | $500,001 - $1,000,000 | $15,001 - $50,000 | |
5 | BP P.L.C. | $1,001 - $15,000 | Dividends | $201 - $1,000 |
6 | DTE Energy Company | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
7 | Pfizer Inc | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
8 | Pinnacle West Capital Corp | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
9 | Royal Dutch Shell, plc | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Honeywell International, Inc. (HON) | Purchase | 09/02/2022 | $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 |
|---|---|---|
6 | 9 | Name change to Shell plc |
6 | 23 | Viatris Inc is a non-taxable spin-off from Pfizer. |
6 | 24 | Non-taxable spin off from DTE Energy Company in 2021. |
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