Estimated Net Worth
  • estimated net worth
    $151 K - $915 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/03/2024)

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
1
AWJ IRA #1
1.1
Exxon Mobil Corp. (XOM)
$1,001 - $15,000
None (or less than $201)
1.2
Intel
$1,001 - $15,000
None (or less than $201)
1.3
Global X SuperDividend REIT ETF (SRET)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Core Dividend Growth ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
1.5
VANGUARD MALVERN FDS VTIP
$1,001 - $15,000
None (or less than $201)
1.6
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
1.7
VanEck Vectors High-Yield Municipal Index ETF (HYD)
$1,001 - $15,000
None (or less than $201)
1.8
iShares US Treasury Bond ETF (GOVT)
$1,001 - $15,000
None (or less than $201)
1.9
Gilead Sciences, Inc. (GILD)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Charlotte, North Carolina
I will continue to participate in this defined contribution plan, but the plan sponsor and I no longer makes contributions.
6/2017

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
General Brokerage Account
1.1
Exxon Mobil Corp. (XOM)
$15,001 - $50,000
Dividends
$201 - $1,000
1.2
Cigna Corp. (CI)
$50,001 - $100,000
Dividends
$201 - $1,000
1.3
Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG)
$1,001 - $15,000
None (or less than $201)
1.4
VanEck Vectors BDC Income ETF (BIZD)
$1,001 - $15,000
$201 - $1,000
1.5
Ford Motor Co. (F)
$1,001 - $15,000
None (or less than $201)
1.6
VanEck Vectors High-Yield Municipal Index ETF (HYD)
$1,001 - $15,000
$201 - $1,000
1.7
Global X SuperDividend REIT ETF (SRET)
$1,001 - $15,000
$201 - $1,000
1.8
Apple, Inc. (AAPL)
$15,001 - $50,000
Dividends
$201 - $1,000
1.9
Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP)
$1,001 - $15,000
$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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