Estimated Net Worth
- $617 K - $1.4 M
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 | TIAA CREF Retirement 401A | |||
1.1 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
1.2 | CREF Stock | $250,001 - $500,000 | None (or less than $201) | |
1.3 | TIAA-CREF Real Estate | $15,001 - $50,000 | None (or less than $201) | |
1.4 | CREF Bond Market | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | West Virginia University | Morgantown, West Virginia | I will continue to own retirement assets in a TIAA/CREF defined contribution plan. The former employer will not make further contributions after my separation on November 9, 2018. | 1/2006 |
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 | West Virginia University | salary | ||
2 | West Virginia University | |||
2.1 | TIAA CREF | $250,001 - $500,000 | None (or less than $201) | |
3 | Fidelity Investments | |||
3.1 | RPI MATCHING 401(A): FID FREEDOM 2030 K (FSNQX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | RPI VOLUNTARY 403(B): FID FREEDOM 2030 K (FSNQX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | RPI EMPLOYEE 403(B): FID FREEDOM 2030 K (FSNQX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (checking-cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank account #2 (savings-cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank account #3 (money market-cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | U.S. bank account #4 (checking-cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | 529 WV College Savings Plan (cash account) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. bank account # 5 (Dependent Savings Account-cash) | $1,001 - $15,000 | 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 |
|---|---|---|
5 | 2.1 | Per WVU website, this appears to be an annuity. If not, the only other options offered are widely diversified mutual funds. |
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