Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.5 M
Salary
- Unknown
Records
- OGE Form 278t (11/14/2024)
- OGE Form 278t (10/18/2024)
- OGE Form 278t (09/23/2024)
- OGE Form 278t (08/20/2024)
- OGE Form 278t (07/22/2024)
- OGE Form 278t (05/30/2024)
- OGE Form 278e (05/14/2024)
- OGE Form 278t (05/04/2024)
- OGE Form 278t (04/06/2024)
- OGE Form 278t (03/08/2024)
- OGE Form 278t (02/02/2024)
- OGE Form 278t (01/05/2024)
- OGE Form 278t (12/06/2023)
- OGE Form 278t (11/03/2023)
- OGE Form 278t (08/24/2023)
- OGE Form 278t (07/28/2023)
- OGE Form 278t (06/15/2023)
- OGE Form 278t (05/18/2023)
- OGE Form 278e (05/12/2023)
- OGE Form 278t (04/22/2023)
- OGE Form 278t (04/02/2023)
- OGE Form 278t (03/03/2023)
- OGE Form 278t (02/05/2023)
- OGE Form 278t (01/01/2023)
- OGE Form 278t (12/02/2022)
- OGE Form 278t (11/04/2022)
- OGE Form 278t (10/10/2022)
- OGE Form 278t (09/15/2022)
- OGE Form 278t (08/22/2022)
- OGE Form 278t (07/24/2022)
- OGE Form 278t (06/24/2022)
- OGE Form 278t (06/07/2022)
- OGE Form 278t (05/27/2022)
- OGE Form 278e (05/15/2022)
- OGE Form 278t (05/03/2022)
- OGE Form 278t (04/07/2022)
- OGE Form 278t (03/13/2022)
- OGE Form 278t (02/11/2022)
- OGE Form 278t (01/16/2022)
- OGE Form 278t (12/20/2021)
- OGE Form 278t (11/30/2021)
- OGE Form 278t (11/02/2021)
- OGE Form 278t (10/05/2021)
- OGE Form 278t (09/09/2021)
- OGE Form 278t (08/12/2021)
- OGE Form 278t (07/16/2021)
- OGE Form 278t (06/19/2021)
- OGE Form 278t (05/24/2021)
- OGE Form 278e (05/16/2021)
- OGE Form 278t (04/28/2021)
- OGE Form 278t (04/05/2021)
- OGE Form 278t (03/05/2021)
- OGE Form 278t (02/08/2021)
- OGE Form 278t (01/11/2021)
- OGE Form 278t (12/17/2020)
- OGE Form 278t (11/27/2020)
- OGE Form 278t (10/30/2020)
- OGE Form 278t (10/04/2020)
- OGE Form 278t (10/02/2020)
- OGE Form 278t (09/03/2020)
- OGE Form 278t (08/06/2020)
- OGE Form 278t (07/08/2020)
- OGE Form 278t (06/15/2020)
- OGE Form 278t (05/15/2020)
- OGE Form 278e (05/08/2020)
- OGE Form 278t (04/23/2020)
- OGE Form 278t (03/27/2020)
- OGE Form 278t (03/27/2020)
- OGE Form 278t (03/10/2020)
- OGE Form 278t (12/13/2019)
- OGE Form 278t (10/31/2019)
- OGE Form 278t (10/31/2019)
- OGE Form 278t (09/24/2019)
- OGE Form 278t (08/23/2019)
- OGE Form 278t (06/27/2019)
- OGE Form 278t (05/30/2019)
- OGE Form 278e (05/13/2019)
- OGE Form 278t (04/30/2019)
- OGE Form 278t (03/29/2019)
- OGE Form 278t (03/01/2019)
- OGE Form 278t (02/04/2019)
- OGE Form 278t (01/15/2019)
- OGE Form 278t (12/21/2018)
- OGE Form 278t (11/19/2018)
- OGE Form 278t (10/24/2018)
- OGE Form 278t (08/17/2018)
- OGE Form 278t (07/19/2018)
- OGE Form 278t (06/22/2018)
- OGE Form 278t (05/24/2018)
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 | ABNB | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
2 | Schwab Bank Sweep--SMG IRA | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) | |
4 | Hawaiian Holdings, Inc. (HA) | $1,001 - $15,000 | None (or less than $201) | |
5 | Range Resources Corp | $1,001 - $15,000 | None (or less than $201) | |
6 | Hologic, Inc. (HOLX) | $1,001 - $15,000 | None (or less than $201) | |
7 | The Charles Schwab Corp. (SCHW) | $1,001 - $15,000 | Capital Gains Dividends | $1,001 - $2,500 |
8 | Goldman Sachs | $1,001 - $15,000 | Dividends | None (or less than $201) |
9 | Macy's | None (or less than $1,001) | Capital Gains Dividends | $201 - $1,000 |
10 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | 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 |
|---|---|---|---|---|
1 | Marketing/Communications Services | contractor fees | ||
2 | McCormick & Co. pension -- defined benefit plan (value not readily ascertainable) | Retirement payments | ||
3 | Schwab Bank Sweep --VAM IRA | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Bank of America | $1,001 - $15,000 | None (or less than $201) | |
5 | Antero Resources Corp. (AR) | $1,001 - $15,000 | None (or less than $201) | |
6 | Etsy, Inc. (ETSY) | $1,001 - $15,000 | None (or less than $201) | |
7 | Microsoft Corp. (MSFT) | $15,001 - $50,000 | Capital Gains Dividends | $2,501 - $5,000 |
8 | Phillips 66 (PSX) | $1,001 - $15,000 | Capital Gains Dividends | $201 - $1,000 |
9 | Target Corp. (TGT) | $1,001 - $15,000 | None (or less than $201) | |
10 | JP Morgan | $1,001 - $15,000 | Capital Gains Dividends | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | T Rowe Price US Large-Cap Core Fund, Inc (TRULX) | $100,001 - $250,000 | $201 - $1,000 | |
2 | Schwab Bank Sweep--JT | $1,001 - $15,000 | None (or less than $201) | |
3 | Brinker stock | $1,001 - $15,000 | None (or less than $201) | |
4 | Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Hubbell stock | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Paypal stock | $1,001 - $15,000 | None (or less than $201) | |
8 | Cheniere Energy | $1,001 - $15,000 | $201 - $1,000 | |
9 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $15,001 - $50,000 | $5,001 - $15,000 | |
10 | Home Depot | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P Biotech ETF (XBI) | Purchase | 11/29/2023 | $1,001 - $15,000 |
2 | Invesco S&P 500 Equal Weight ETF (RSP) | Purchase | 11/29/2023 | $1,001 - $15,000 |
3 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 10/19/2023 | $1,001 - $15,000 |
4 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 07/27/2023 | $1,001 - $15,000 |
5 | iShares US Home Construction ETF (ITB) | Sale | 04/25/2023 | $1,001 - $15,000 |
6 | SPDR S&P Retail ETF (XRT) | Sale | 03/16/2023 | $1,001 - $15,000 |
7 | Financial Select Sector SPDR Fund (XLF) | Sale | 03/13/2023 | $1,001 - $15,000 |
8 | Invesco S&P 500 Equal Weight ETF (RSP) | Purchase | 01/18/2023 | $1,001 - $15,000 |
9 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | Purchase | 01/17/2023 | $1,001 - $15,000 |
10 | iShares US Home Construction ETF (ITB) | Purchase | 01/17/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | James Cole and Sidley Austin | Washington, District of Columbia | Pro bono legal representation | $57,800 (value based on his billing rate) |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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