Estimated Net Worth
- $467 K - $2.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Northwestern Mutual Investment Services Brokerage Account (Spouse/SEP) | |||
1.1 | Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | EuroPacific Growth Fund Class F-2 (AEPFX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Advisor New Insights Fund Class I (FINSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Oakmark International Fund Advisor Class (OAYIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | MFS Value Fund Class I (MEIIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | New World Fund Class F-2 (NFFFX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Northern Small Cap Value Fund (NOSGX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Pimco Income Fund Class P (PONPX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Northwestern Mutual Investment Services General Money Market Fund Class B (cash account) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual Whole Life Insurance | $50,001 - $100,000 | Dividends | $5,001 - $15,000 |
2 | U.S. bank account #1 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
3 | U.S. bank account #2 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | U.S. bank account #3 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | Northwestern Mutual Investment Services Brokerage Account -- Filer IRA | |||
5.1 | Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | EuroPacific Growth Fund Class F-2 (AEPFX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Fidelity Advisor New Insights I (FINSX) | $15,001 - $50,000 | $201 - $1,000 | |
5.4 | Oakmark International (OAYIX) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | John Hancock Disciplined Value Mid-Cap Fund Class I (JVMIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AQR Diversified Arbitrage Fund Class I Shares (ADAIX) | Purchase | 02/06/2023 | $1,001 - $15,000 |
2 | Fidelity Advisor Focus Emerging Markets Fund Class I (FIMKX) | Purchase | 09/25/2023 | $1,001 - $15,000 |
3 | John Hancock Diversified Macro Fund Class I Shares (JDJIX) | Purchase | 02/06/2023 | $1,001 - $15,000 |
4 | iShares ESG US Aggregate Bond ETF (EAGG) | Purchase | 09/25/2023 | $1,001 - $15,000 |
5 | Dodge & Cox Income Fund (DODIX) | Purchase | 09/25/2023 | $1,001 - $15,000 |
6 | Oakmark International Fund Advisor Class Shares (OAYIX) | Sale | 02/06/2023 | $1,001 - $15,000 |
7 | New World Fund, Inc Class F2 Shares (NFFFX) | Sale | 09/25/2023 | $1,001 - $15,000 |
8 | TIAA-CREF Core Bond Fund Advisor Class Shares (TIBHX) | Sale | 02/06/2023 | $1,001 - $15,000 |
9 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | Sale | 09/25/2023 | $1,001 - $15,000 |
10 | BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) | Purchase | 02/06/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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