Estimated Net Worth
  • estimated net worth
    $2.7 M - $6.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/11/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Columbus, Georgia
President
Present
2
Atlanta, Georgia
State Representative
1/2023
3
Atlanta, Georgia
Board of Trustees
Present
4
Fort Valley, Georgia
Chairman, Board of Directors
Present
5
Atlanta, Georgia
Board of Directors
Present
6
Columbus, Georgia
Chairman
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
cash distribution
$56,872
1.1
U.S. bank sweep account (cash)
$50,001 - $100,000
None (or less than $201)
1.2
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Russell Mid-Cap Value ETF (IWS)
$15,001 - $50,000
None (or less than $201)
1.4
iShares Russell 1000 Value ETF (IWD)
$250,001 - $500,000
None (or less than $201)
1.5
iShares Russell Mid-Cap Growth ETF (IWP)
$50,001 - $100,000
None (or less than $201)
1.6
iShares Russell 1000 Growth ETF (IWF)
$250,001 - $500,000
None (or less than $201)
1.7
iShares US Treasury Bond ETF (GOVT)
$50,001 - $100,000
None (or less than $201)
1.8
SPDR MSCI ACWI ex-US ETF (CWI)
$15,001 - $50,000
None (or less than $201)
1.9
SPDR Portfolio S&P 500 Growth ETF (SPYG)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Atlanta, Georgia
I will continue participation in the State's defined benefit plan, medical, dental, and vision insurances.
1/1975

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Columbus, Georgia
Consulting and advisory work through Calvin Smyre & Associates.
2
Columbus, Georgia
Consulting and advisory work.
3
Atlanta, Georgia
Create and vote on bills that make new laws or modify and update old laws.

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
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. brokerage money market account (cash)
$1,001 - $15,000
None (or less than $201)
3
Variable annuity #1
3.1
JNL/BlackRock Large Cap Select Growth Fund Class A
$100,001 - $250,000
None (or less than $201)
3.2
JNL/T. Rowe Price Mid-Cap Growth Fund Class A
$50,001 - $100,000
None (or less than $201)
3.3
JNL/Invesco Small Cap Growth Fund Class A
$15,001 - $50,000
None (or less than $201)
3.4
JNL/American Funds Moderate Growth Allocation Class A
$100,001 - $250,000
None (or less than $201)
4
Variable annuity #2
4.1
JNL/BlackRock Large Cap Select Growth Fund Class A
$250,001 - $500,000
None (or less than $201)
4.2
JNL/T. Rowe Price Mid-Cap Growth Fund Class A
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Synovus Bank
$250,001 - $500,000
2019
24 months
2
Synovus Mortage
$100,001 - $250,000
2005
30 years
3
Suntrust Bank
$10,001 - $15,000
1994
30 years
4
Suntrust Bank
$10,001 - $15,000
1994
30 years
5
Suntrust Bank
$10,001 - $15,000
1994
30 years
6
Suntrust Bank
$10,001 - $15,000
1994
30 years
7
Suntrust Bank
$10,001 - $15,000
1994
30 years

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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