Estimated Net Worth
- $496 K - $1.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/10/2023)
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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of America Money Market Savings Account | $50,001 - $100,000 | None (or less than $201) | |
2 | Bank of America Adv Tiered Checking | $15,001 - $50,000 | None (or less than $201) | |
3 | First Trust Rising Dividend Achievers ETF (RDVY) | $50,001 - $100,000 | None (or less than $201) | |
4 | iShares Global Healthcare ETF (IXJ) | $15,001 - $50,000 | None (or less than $201) | |
5 | JPMorgan Hedged Equity 2 Fund Class I | $50,001 - $100,000 | None (or less than $201) | |
6 | Nuveen Santa Barbara Dividend Growth Fund Class I Shares (NSBRX) | $50,001 - $100,000 | None (or less than $201) | |
7 | Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX) | $100,001 - $250,000 | None (or less than $201) | |
8 | Pacific Funds Floating Rate Income Advisor Class Shares (PLFDX) | $50,001 - $100,000 | None (or less than $201) | |
9 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $100,001 - $250,000 | None (or less than $201) | |
10 | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Growth Index Fund ETF Class Shares (VUG) | Purchase | 10/24/2022 | $1,001 - $15,000 |
2 | Vanguard Malvern Short-Term ETF (VTIP) | Sale | 10/24/2022 | $1,001 - $15,000 |
3 | Pacific Funds Floating Rate Income Advisor Class Shares (PLFDX) | Sale | 10/24/2022 | $1,001 - $15,000 |
4 | Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX) | Sale | 10/24/2022 | $1,001 - $15,000 |
5 | JPMorgan Hedged Equity 2 Fund Class I (JHQDX) | Sale | 10/24/2022 | $1,001 - $15,000 |
6 | First Trust Rising Dividend Achievers ETF (RDVY) | Purchase | 10/24/2022 | $1,001 - $15,000 |
7 | western asset instl govt money market (WAGI) | Purchase | 10/24/2022 | $1,001 - $15,000 |
8 | western asset instl govt money market (WAGI) | Sale | 10/11/2022 | $1,001 - $15,000 |
9 | western asset instl govt money market (WAGI) | Sale | 07/11/2022 | $1,001 - $15,000 |
10 | western asset instl govt money market (WAGI) | Purchase | 06/06/2022 | $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 |
|---|---|---|
Nothing reported in this section | ||
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