Estimated Net Worth
- $578 K - $1.7 M
Salary
- Unknown
Employment
- Started 09/30/2021
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 | IRA #1 | |||
1.1 | iShares Edge MSCI Intl Quality Factor ETF (IQLT) | None (or less than $1,001) | None (or less than $201) | |
1.2 | iShares Core S&P 500 ETF (IVV) | None (or less than $1,001) | None (or less than $201) | |
1.3 | Invesco QQQ Trust, Series 1 (QQQ) | None (or less than $1,001) | None (or less than $201) | |
1.4 | SPDR MSCI USA StrategicFactors ETF (QUS) | None (or less than $1,001) | None (or less than $201) | |
1.5 | Schwab US Dividend Equity ETF (SCHD) | None (or less than $1,001) | None (or less than $201) | |
1.6 | SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) | None (or less than $1,001) | None (or less than $201) | |
1.7 | Vanguard Small Cap ETF (VB) | None (or less than $1,001) | None (or less than $201) | |
1.8 | Vanguard Mid-Cap ETF (VO) | None (or less than $1,001) | None (or less than $201) | |
1.9 | JPMorgan Income Fund Class I Shares (JMSIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Helena, Montana | I will continue to participate in this defined benefit plan. | 1/2012 |
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 | Catalyst/Warrington Strategic Program Fund Class A Shares (CWXAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Rational Special Situations Income Fund Class A Shares (RFXAX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Catalyst Enhanced Income Strategy Fund Class A Shares (EIXAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Edgewood Growth Fund Retail Class Shares (EGFFX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | PIMCO Income Fund Administrative Class Shares (PIINX) | $1,001 - $15,000 | None (or less than $201) | |
2 | "Go Wild," Little, Brown (value not readily ascertainable) | Rent or Royalties | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Brokerage Account | |||
2.1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Alphabet, Inc. (GOOGL) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | SPDR MSCI USA StrategicFactors ETF (QUS) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Schwab US Dividend Equity ETF (SCHD) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | John Hancock Funds II Floating Rate Income Fund Class I Shares (JFIIX) | Purchase | 03/24/2022 | $1,001 - $15,000 |
2 | Hartford Strategic Income Fund Class I Shares (HSNIX) | Purchase | 03/24/2022 | $1,001 - $15,000 |
3 | John Hancock Funds II Floating Rate Income Fund Class I Shares (JFIIX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
4 | Hartford Strategic Income Fund Class I Shares (HSNIX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
5 | iShares Core S&P 500 ETF (IVV) | Purchase | 06/02/2022 | $1,001 - $15,000 |
6 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
7 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 06/02/2022 | $1,001 - $15,000 |
8 | JPMorgan Income Fund Class I Shares (JMSIX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
9 | Schwab US Dividend Equity ETF (SCHD) | Purchase | 06/02/2022 | $1,001 - $15,000 |
10 | SPDR MSCI USA StrategicFactors ETF (QUS) | Purchase | 06/02/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Opportunity Bank | $250,001 - $500,000 | 2020 | 15 years |
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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