Estimated Net Worth
- $389 K - $1.5 M
Salary
- Unknown
Employment
- Started 09/29/2022
Financial Disclosure Details - OGE Form 278e (10/12/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Christensen Fund | San Francisco, California | Board Member | Present |
2 | Oklahoma State Univ. Foundation | Stillwater, Oklahoma | Governor | Present |
3 | The Nations Group, LLC | New York, New York | Owner and Managing Member | Present |
4 | Permanens Capital LP | New York, New York | Financial advisor | 3/2019 |
5 | Fayetteville, Arkansas | Chief Financial Officer | Present | |
6 | Native American Media Project | Norman, Oklahoma | Secretary | Present |
7 | Oklahoma Tribal Finance Consortium | Shawnee, Oklahoma | Board Member | 7/2019 |
8 | Federal Reserve Bank of St. Louis | St. Louis, Missouri | Director | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Native American Agriculture Fund 401(k) | |||
1.1 | American Funds 2025 Target Retirement Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Abbott Labs | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Abbvie Inc | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Accenture PLC Ireland | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Express Co | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Anthem Inc | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Apple Inc | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Baxter Intl In | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Native American Agriculture Fund 401(k) | Fayetteville, Arkansas | I will participate in this defined contribution plan after my separation but neither I nor my plan sponsor will make contributions. | 3/2019 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Fayetteville, Arkansas | Chief Financial Officer | |
2 | Permanens Capital LP | New York, New York | Financial Advisor |
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 | AllianceBernstein Municipal Income New York Advisor | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Federated Hermes Kaufmann Small Cap Fund Institutional Shares | $15,001 - $50,000 | None (or less than $201) | |
3 | iShares Core S&P 500 ETF (IVV) | $50,001 - $100,000 | $1,001 - $2,500 | |
4 | MainStay Winslow Large Cap Growth Fund Class | $50,001 - $100,000 | $2,501 - $5,000 | |
5 | Polen Growth Fund Institutional Class | $50,001 - $100,000 | $201 - $1,000 | |
6 | Western Asset Institutional Government Money Market | None (or less than $1,001) | None (or less than $201) | |
7 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) | |
8 | Osage Mineral Trust (value not readily ascertainable) | Annuity cash payment | $7,715 | |
9 | Undivided fractional interest in 13 tracts of land (value not readily ascertainable) | Grazing lease payments | $24 | |
10 | Lord Abbett Short Duration Income Fund Class F (LDLFX) | $15,001 - $50,000 | None (or less than $201) |
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 |
|---|---|---|
1 | 3 | Entity holds no assets and produces no income. |
1 | 8 | Board of Directors, Federal Reserve Bank of St. Louis, Little Rock Branch. |
2 | 5 | Board of Directors compensation. |
6 | 8 | Fractional interest in the Osage Mineral Trust, United States, as Trustee, including annuity cash payments. |
6 | 9 | All 13 tracts are located in Osage County, Oklahoma, held in a general trust with the United States as trustee. |
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