Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.4 M - $3.1 M
Salary
- Unknown
Employment
- Started 07/27/2023
Financial Disclosure Details - OGE Form 278e (01/08/2022)
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 | Vanguard Roth IRA Target 2040 Fund | $100,001 - $250,000 | 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 | Vanguard Roth IRA Target 2045 Fund | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Transamerica Landmark Variable Annuity 1 | |||
1.1 | TransAmerica WMC Diversified Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity VIP Mid Cap Portfolio Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Alliance Growth & Income Portfolio Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Trans America Systematic Small/Mid Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
1.5 | T. Rowe Price Small Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
1.6 | TA Morgan Stanley Capital Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | TransAmerica Landmark Variable Annuity 2 | |||
2.1 | TransAmerica Morgan Stanley Capital Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity VIP Mid-Cap Portfolio Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Purchase | 10/05/2021 | $1,001 - $15,000 |
2 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Purchase | 11/05/2021 | $1,001 - $15,000 |
3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Purchase | 12/03/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
6 | 2.6 | Named changed from TransAmerica Blackrock Large Cap Value Fund to Transamerica Aegon Sustainable Equity. No transaction or other change from 2020 filing. |
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