Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $8.3 M
Salary
- Unknown
Employment
- Started 01/02/2019
Records
- OGE Form 278t (02/26/2024)
- OGE Form 278t (02/19/2024)
- OGE Form 278e (02/02/2024)
- OGE Form 278t (02/02/2024)
- OGE Form 278t (12/14/2023)
- OGE Form 278t (10/02/2023)
- OGE Form 278t (09/14/2023)
- OGE Form 278t (07/31/2023)
- OGE Form 278t (06/13/2023)
- OGE Form 278t (04/23/2023)
- OGE Form 278t (02/15/2023)
- OGE Form 278e (01/16/2023)
- OGE Form 278t (12/30/2022)
- OGE Form 278t (09/13/2022)
- OGE Form 278t (07/12/2022)
- OGE Form 278t (06/21/2022)
- OGE Form 278t (05/11/2022)
- OGE Form 278t (04/14/2022)
- OGE Form 278e (01/23/2022)
- OGE Form 278t (12/22/2021)
- OGE Form 278t (11/09/2021)
- OGE Form 278t (07/21/2021)
- OGE Form 278t (03/02/2021)
- OGE Form 278e (01/16/2021)
- OGE Form 278t (01/16/2021)
- OGE Form 278t (10/22/2020)
- OGE Form 278t (07/31/2020)
- OGE Form 278t (05/13/2020)
- OGE Form 278t (05/05/2020)
- OGE Form 278e (04/18/2020)
- OGE Form 278t (01/15/2020)
- OGE Form 278t (06/03/2019)
- OGE Form 278t (05/20/2019)
- OGE Form 278t (02/19/2019)
- OGE Form 278e (09/18/2018)
Financial Disclosure Details - OGE Form 278e (02/02/2024)
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 | CVX - Chevron Corporation | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
2 | C - Citigroup Inc. | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
3 | JPM - J.P. Morgan Chase | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
4 | PG - The Proctor & Gamble Company | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5 | USB - U.S. Bancorp | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
6 | VZ - Verizon Communications | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
7 | HIBIX, VIRTUS NEWFLEET LOW I | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | PIFZX, PGIM SHORT-TERM CORP Z | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | PTSHX, PIMCO SHORT TERM FD INST | $250,001 - $500,000 | $5,001 - $15,000 | |
10 | MSFT, MICROSOFT CORP | $100,001 - $250,000 | Dividends | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | BNSF Railway Company | Fort Worth, Texas | I will continue to participate in this defined benefit plan. | 8/2011 |
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 | IRA | |||
1.1 | U.S. bank account (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.2 | PJC - Piper Jaffray Cos Inc | $1,001 - $15,000 | None (or less than $201) | |
1.3 | USB - US Bancorp New | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank account (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | US brokerage account (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
3 | Scobie Lake LLC: residential property, Connelsville, Missouri | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Chevron Corp. (CVX) | Purchase | 02/07/2023 | $1,001 - $15,000 |
2 | PIMCO Short-Term Fund Institutional Class Shares (PTSHX) | Sale | 04/17/2023 | $1,001 - $15,000 |
3 | PGIM Short-Term Corporate Bond Fund Class Z Shares (PIFZX) | Sale | 04/17/2023 | $1,001 - $15,000 |
4 | Virtus Newfleet Low Duration Core Plus Bond Fund Class I Shares (HIBIX) | Sale | 04/17/2023 | $1,001 - $15,000 |
5 | Walmart, Inc. (WMT) | Sale | 06/08/2023 | $1,001 - $15,000 |
6 | Walmart, Inc. (WMT) | Sale | 07/08/2023 | $1,001 - $15,000 |
7 | NIKE, Inc. (NKE) | Purchase | 07/14/2023 | $1,001 - $15,000 |
8 | Apple, Inc. (AAPL) | Purchase | 07/14/2023 | $1,001 - $15,000 |
9 | Clorox Co (CLX) | Sale | 07/15/2023 | $1,001 - $15,000 |
10 | Aflac, Inc. (AFL) | Sale | 09/05/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Mortgage Company | $250,001 - $500,000 | 2021 | 5 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 57 | This was spun off from AT&T in April, 2022. |
2 | 61 | Spun off from existing GE shares |
2 | 62 | Asset inadvertently omitted from 2022 annual financial disclosure report. No conflict issue. |
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