Estimated Net Worth
- $1.5 M - $3.0 M
Salary
- Unknown
Records
- OGE Form 278e (05/07/2024)
- OGE Form 278e (05/07/2024)
- OGE Form 278e (02/25/2024)
- OGE Form 278e (02/25/2024)
- OGE Form 278e (05/14/2023)
- OGE Form 278e (05/14/2023)
- OGE Form 278e (05/09/2022)
- OGE Form 278e (05/09/2022)
- OGE Form 278e (05/11/2021)
- OGE Form 278e (05/11/2021)
- OGE Form 278t (02/25/2021)
- OGE Form 278t (11/19/2020)
- OGE Form 278e (05/09/2020)
- OGE Form 278e (05/09/2020)
- OGE Form 278t (12/02/2019)
- OGE Form 278e (02/19/2019)
- OGE Form 278e (02/19/2019)
Financial Disclosure Details - OGE Form 278e (05/07/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, DC | Trustee | Present |
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 | Siemens Healthineers deferred compensation: cash receivable | $50,001 - $100,000 | Cash payment | |
2 | IRA: Vanguard total stock market index fund | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA: Vanguard Federal Money Market | $500,001 - $1,000,000 | None (or less than $201) | |
4 | American Clinical Lab Association | Consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Federal Money Market Index | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Iowa College Savings Plan | Cash distributions | $118,620 | |
2.1 | Total Domestic Stock Portfolio | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Interest Accumulation Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | US Bank (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 05/22/2023 | $100,001 - $250,000 |
2 | IRA: Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | Sale | 04/24/2023 | $500,001 - $1,000,000 |
3 | IRA: Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 04/24/2023 | $500,001 - $1,000,000 |
4 | IRA: Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | Sale | 04/24/2023 | $50,001 - $100,000 |
5 | IRA: Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | Sale | 04/24/2023 | $50,001 - $100,000 |
6 | IRA: Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Purchase | 06/16/2023 | $500,001 - $1,000,000 |
7 | College Savings Iowa: Total Domestic Stock Index Portfolio | Sale | 04/10/2023 | $1,001 - $15,000 |
8 | CSI: Total Domestic Stock Index Portfolio | Sale | 05/10/2023 | $1,001 - $15,000 |
9 | CSI: Interest Accumulation Portfolio | Sale | 06/13/2023 | $15,001 - $50,000 |
10 | CSI: Interest Accumulation Portfolio | Sale | 11/09/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Plains Commerce Bank | $1,000,001 - $5,000,000 | 2022 | 18 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | Loan was closed on July 2023 |
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