Estimated Net Worth
- $243 K - $1.1 M
Salary
- Unknown
Employment
- Started 05/18/2021
Financial Disclosure Details - OGE Form 278e (05/16/2023)
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 | 401k Lilly | |||
1.1 | US All Cap Equity Index | $1,001 - $15,000 | $1,001 - $2,500 | |
1.2 | Principal International Equity Index Fund Class R-2 Shares (PINEX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | International Equity Index | $1,001 - $15,000 | $1,001 - $2,500 | |
2 | Schwab IRA | $1,001 - $15,000 | None (or less than $201) | |
2.1 | Proshares S&P 500 Dividend Aristocrats ETF (NOBL) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | MSCI EAFE | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Russell 2000 | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Bloomberg Barclays U.S. Aggregate Bond | $1,001 - $15,000 | None (or less than $201) | |
2.5 | FTSC 3 Month Treasury Bill | $1,001 - $15,000 | Dividends | 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 | Penguin/Random House - value not readily available | Net Publishing Royalties Rent or Royalties | $31,000 | |
2 | Catapult Learing (Online Teaching) | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Abbvie Inc | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | BlackRock Credit Allocation Income Trust (BTZ) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Dominion Energy, Inc. (D) | $1,001 - $15,000 | Dividends | None (or less than $201) |
4 | AT&T | $1,001 - $15,000 | Dividends | None (or less than $201) |
5 | Eaton Vance Tax Managed | $1,001 - $15,000 | None (or less than $201) | |
6 | Golub Capital | $1,001 - $15,000 | Dividends | None (or less than $201) |
7 | Intel Corp. | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | Proctor & Gamble | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | ishares Preferred Income | $1,001 - $15,000 | $201 - $1,000 | |
10 | Alliance Bernstein | $1,001 - $15,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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