Observations
- Millionaire
Estimated Net Worth
- $8.2 M - $30.5 M
Salary
- Unknown
Employment
- Started 01/09/2020
Records
- OGE Form 278t (02/28/2024)
- OGE Form 278t (02/06/2024)
- OGE Form 278t (02/06/2024)
- OGE Form 278t (09/20/2023)
- OGE Form 278t (09/19/2023)
- OGE Form 278e (04/26/2023)
- OGE Form 278t (04/26/2023)
- OGE Form 278t (02/13/2023)
- OGE Form 278t (01/04/2023)
- OGE Form 278t (12/07/2022)
- OGE Form 278t (08/30/2022)
- OGE Form 278t (07/12/2022)
- OGE Form 278t (06/23/2022)
- OGE Form 278e (05/06/2022)
- OGE Form 278t (05/06/2022)
- OGE Form 278t (03/31/2022)
- OGE Form 278t (02/25/2022)
- OGE Form 278t (02/02/2022)
- OGE Form 278t (11/05/2021)
- OGE Form 278t (10/27/2021)
- OGE Form 278t (09/27/2021)
- OGE Form 278t (08/18/2021)
- OGE Form 278t (07/22/2021)
- OGE Form 278t (07/07/2021)
- OGE Form 278t (05/12/2021)
- OGE Form 278e (05/11/2021)
- OGE Form 278t (04/09/2021)
- OGE Form 278t (03/16/2021)
- OGE Form 278t (02/12/2021)
- OGE Form 278t (12/15/2020)
- OGE Form 278t (11/13/2020)
- OGE Form 278t (09/18/2020)
- OGE Form 278t (08/11/2020)
- OGE Form 278t (07/07/2020)
- OGE Form 278t (06/19/2020)
- OGE Form 278t (04/07/2020)
- OGE Form 278t (04/07/2020)
- OGE Form 278e (08/04/2019)
Financial Disclosure Details - OGE Form 278e (04/26/2023)
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 | Kansas City Public School System, defined benefit plan (receives monthly benefit) | Retirement benefits | $40,190 | |
2 | IRA #1 | |||
2.1 | Fidelity Treasury MMKT (FDUXX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | UMB Financial Corporation (UMBF) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | The Kansas City Public School System | Kansas City, Missouri | Participates in the KSPL defined benefit plan. Currently receiving a monthly retirement pension benefit. | 9/2005 |
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 | Lyric Opera of Kansas City | salary | ||
2 | Lyric Opera Retirement Plan - Great-West Lifetime 2015 (MXABX) | $100,001 - $250,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | Apple, Inc. (AAPL) | $15,001 - $50,000 | Dividends | None (or less than $201) |
3.2 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | Dividends | None (or less than $201) |
3.3 | JP Morgan Chase & Co (JPM) | $1,001 - $15,000 | Dividends | None (or less than $201) |
3.4 | lululemon athletica, Inc. (LULU) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Exxon Mobil Corp (XOM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3.6 | Fidelity Government Portfolio Class I Shares (FIGXX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Abbott Laboratories (ABT) | $1,001 - $15,000 | Dividends | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Investment Account #1: | |||
1.1 | Fidelity Treasury Money Market (FDUXX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | UMB Financial Corp (UMBF) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
2 | Investment Account #2: | |||
2.1 | Abbott Laboratories (ABT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2.2 | Accenture plc (ACN) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2.3 | Alphabet Inc Class A (GOOGL) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Amazon Com Inc (AMZN) | $50,001 - $100,000 | Capital Gains | $1,001 - $2,500 |
2.5 | Apple Inc. (AAPL) | $100,001 - $250,000 | Capital Gains Dividends | $201 - $1,000 |
2.6 | Bank of America Corp (BAC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | UMB Bank | $50,001 - $100,000 | 2014 | on demand |
2 | Delta Sky Miles/American Express | $10,001 - $15,000 | 2019 | Revolving |
3 | R.C. Kemper, Jr. Marital Trust | $500,001 - $1,000,000 | 2020 | 10 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
5 | 3.6 | This money market mutual fund was a replacements of the former Fidelity money market FDRXX previously listed as an asset of the Fidelity account . |
5 | 3.16 | Ticker for Blackstone Inc is "BX" & is not coming up. |
5 | 3.35 | Morgan Stanley ticker "MS" did not come up. |
5 | 3.62 | Versus Capital Real Assets Fund LLC ticker "VCRRX" did not come up |
5 | 4 | This account was omitted inadvertently by Filer's Spouse as from the time of his nomination in October 2019 through the Annual Report for 12/31/21, there were no reportable transactions from the review of the Fidelity Account statements. All assets were money market or a US Government Bond Fund. This account was transferred to UMB on 9/14/21, which began its reportable transactions as part of the regular monthly tacking in Integrity. |
6 | 2.47 | Asset move from former Investment Account #3, Asset #9.13 |
Formerly known as Federated Treasury Obligations Fund #68 (TOIXX) | ||
6 | 2.48 | Asset was received from previous Investment acct #3 |
6 | 6 | These assets are held individually by Filer and not part of Investment Acct #2. |
6 | 9 | Assets moved into Investment Account #2 on 11/12/2019. |
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