Estimated Net Worth
- $415 K - $1.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | Roth IRA | |||
1.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Greater Yellowstone Coalition, 401(k) Retirement Account | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Wilburforce Foundation Retirement | |||
3.1 | T Rowe Price Retirement 2045 Fund (TRRKX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Princeton University Retirement Plan | |||
4.1 | Vanguard Institutional Index Fund Institutional Shares (VINIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Princeton University 403B Retirement Plan | Princeton, New Jersey | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation | 1/2005 |
2 | Greater Yellowstone Coalition 401(k) Retirement Plan | Bozeman, Montana | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation | 7/2017 |
3 | Wilburforce Foundation | Seattle, Washington | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation | 5/2022 |
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 | Managed Account #1 | |||
1.1 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Alphabet, Inc. (GOOG) | $15,001 - $50,000 | Dividends Interest | $201 - $1,000 |
1.3 | Apple, Inc. (AAPL) | $50,001 - $100,000 | Dividends Interest | $201 - $1,000 |
1.4 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
1.5 | Cummins, Inc. (CMI) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
1.6 | Emerson Electric Co. (EMR) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
1.7 | General Mills, Inc. (GIS) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
1.8 | General Motors Co. (GM) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
1.9 | International Business Machines Corp. (IBM) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | KeyCorp (KEY) | Purchase | 12/18/2023 | $1,001 - $15,000 |
2 | T Rowe Price Retirement 2040 Fund (TRRDX) | Sale | 05/20/2023 | $50,001 - $100,000 |
3 | Growth Account Class R1 (QCGRRX) | Sale | 06/14/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | National Parks Conservation Association | Washington, District of Columbia | complimentary ticket to attend NPCA "Salute to the Parks" event | 500 |
2 | Theodore Roosevelt Conservation Partnership | Washington, District of Columbia | Complimentary ticket to attend the Capital Conservation Awards Dinner | 1075 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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