Estimated Net Worth
- $505 K - $1.5 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/07/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | C.S. Visek estate/trust | Jensen Beach, Florida | Representative | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA - Schwab Govt Money Fund (SWGXX) | None (or less than $1,001) | None (or less than $201) | |
2 | IRA - Select Sector Health (XLV)(150) | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA - Harding Loevner Emerging (HLEMX)(357) | $15,001 - $50,000 | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | VANGUARD REIT (VNQ)(130) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2 | INVESCO (POWERSHARES) TRUST SER 1(QQQ) (100) | $15,001 - $50,000 | None (or less than $201) | |
3 | VANGUARD MSCI EMERGING (VWO)(280)3) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Baird Core Plus Bd Inst (BCOIX)(3306) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
5 | VANGUARD DIV APPRCIATION (VIG)(279) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | PIMCO INCM (PIMIX)(3096) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
7 | Virtus SEIX High Yield (SAMHX)(4377) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
8 | IShares Tr Ryssell 2000 (IWM) (237) | $50,001 - $100,000 | $201 - $1,000 | |
9 | Vanguard FTSE small cap index (VSS)(230) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
10 | SPDR S&P 500 ETF TR (SPY) (83) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | USAA Tax-Exempt Intermediate-Term Fund Fund Class Shares (USATX) (6624) | Sale | 01/14/2021 | $50,001 - $100,000 |
2 | USAA Tax Exempt Intermediate Institution (6629) | Purchase | 01/14/2021 | $50,001 - $100,000 |
3 | Vanguard FTSE Developed Mkts (VEA)(20) | Purchase | 12/27/2021 | $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 |
|---|---|---|
6 | 13 | 1/14/2021 USAA Tax Exempt Intermediate (USATX)(6624) sold and USAA Tax Exempt Intermediate (UITIX)(6629) purchased |
6 | 14 | 12/10/21 - stock merger - BMO Interm Tax Free (MIITX) (5293) merged into Columbia Intermediate Municipal (CIMRX)(5855) |
6 | 15 | college education expenses |
6 | 16 | college education expenses |
6 | 28 | 12/10/21 - stock merger - BMO Interm Tax Free (MIITX) (5293) merged into Columbia Intermediate Municipal (CIMRX)(5855) |
7 | 1 | sold in exchange for USAA Tax Exempt Intermediate Inst. (UITIX) |
7 | 2 | purchased in exchange for USAA Tax Exempt Intermediate (USATX) |
7 | 3 | Dividend reinvestment |
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