Estimated Net Worth
- $12.5 M - $28.9 M
Salary
- Unknown
Records
- OGE Form 278t (06/24/2024)
- OGE Form 278e (05/14/2024)
- OGE Form 278t (05/06/2024)
- OGE Form 278t (04/01/2024)
- OGE Form 278t (02/20/2024)
- OGE Form 278t (01/02/2024)
- OGE Form 278t (12/05/2023)
- OGE Form 278t (11/07/2023)
- OGE Form 278t (09/18/2023)
- OGE Form 278t (08/22/2023)
- OGE Form 278t (07/17/2023)
- OGE Form 278t (06/12/2023)
- OGE Form 278t (05/04/2023)
- OGE Form 278e (05/03/2023)
- OGE Form 278t (04/06/2023)
- OGE Form 278t (03/27/2023)
- OGE Form 278t (02/13/2023)
- OGE Form 278t (01/17/2023)
- OGE Form 278t (12/16/2022)
- OGE Form 278t (11/21/2022)
- OGE Form 278t (10/21/2022)
- OGE Form 278t (10/21/2022)
- OGE Form 278t (08/09/2022)
- OGE Form 278t (06/13/2022)
- OGE Form 278e (05/16/2022)
- OGE Form 278t (04/06/2022)
- OGE Form 278t (03/11/2022)
- OGE Form 278t (01/14/2022)
- OGE Form 278t (12/15/2021)
- OGE Form 278t (11/10/2021)
- OGE Form 278t (10/15/2021)
- OGE Form 278t (09/07/2021)
- OGE Form 278t (08/10/2021)
- OGE Form 278e (05/14/2021)
- OGE Form 278t (03/16/2021)
- OGE Form 278t (11/18/2020)
- OGE Form 278t (05/21/2020)
- OGE Form 278t (05/16/2020)
- OGE Form 278e (05/12/2020)
- OGE Form 278e (12/17/2019)
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | U.S. brokerage – IRA 3A | |||
1.1 | Berkshire Hathaway Inc. Class b(3a) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | First Eagle Global Fund Class I (SGIIX)(3a) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Goldman Sachs Income Builder Fund(3a) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | T. Rowe Price International Discovery Fund (PRIDX)(3a) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | iShares Core MSCI Emerging Markets ETF (IEMG)(3a) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | ETFMG Prime Cyber Security ETF (HACK)(3a) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | T Rowe Price Capital Appreciation Fund (PRWCX)(IRA 3a) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | U.S. brokerage - IRA #3A (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)(IRA 3a) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2009 | |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2013 |
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 | U.S. brokerage – IRA #2 | |||
1.1 | U.S. brokerage - IRA #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Kayne Anderson MLP Midstream Investment Co (KYN) (closed-end fund) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.3 | JPMorgan 100% US Treasury Securities Money Market Fund Capital Shares (CJTXX)(IRA2) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | JPMorgan Diversified ReturnEmerging Markets Equity ETF (JPEM)(IRA2) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | SPDR S&PEmerging Markets Small Cap ETF (EWX)(IRA2) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. brokerage – IRA #4 | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Costco Corp | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Enbridge Inc (ENB) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. brokerage account - #2(spouse) | |||
1.1 | Fidelity Investments Money Market Government Portfolio - Institutional Class (FRGXX)(brok 2) | $250,001 - $500,000 | $15,001 - $50,000 | |
1.2 | Cash account (Brok #2) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | JPMorgan 100% US Treasury Securities Money Market Fund Capital Shares (CJTXX)(brok2) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.4 | Global X NASDAQ 100 Covered Call ETF (QYLD)(brok 2) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.5 | Invesco DWA Momentum ETF (PDP)(brok 2) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Invesco S&P 500 Low Volatility ETF (SPLV)(brok 2) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.7 | iShares Russell 2000 ETF (IWM)(brok 2) | $15,001 - $50,000 | $201 - $1,000 | |
2 | U.S. brokerage account - #3 | |||
2.1 | BTAS, Inc. (brok 3)(privately held - Federal and commercial customers with business and technological solutions for program management, engineering, information technology, security, communications, and marketing) (ibtas4) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Lyft, Inc. (LYFT) (brok 3) | Sale | 01/26/2023 | $15,001 - $50,000 |
2 | Life Storage, Inc. (LSI) (brok 6) | Sale | 02/06/2023 | $50,001 - $100,000 |
3 | SPDR S&P Emerging Markets Small Cap ETF (EWX) (IRA 3a) | Purchase | 01/24/2023 | $15,001 - $50,000 |
4 | Entergy Louisiana bond 4/1/28 (brok 16) | Purchase | 04/19/2023 | $15,001 - $50,000 |
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 |
---|---|---|
2 | 2.2 | No ticker symbol associated with this asset under a Morgan Stanley 401(k) plan. |
2 | 3.2 | Name reported is exactly as provided in the account statement and no ticker symbol was provided. |
6 | 4.33 | Prior to June 2022, Elevance Health was named Anthem, Inc. (ANTM). |
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