Estimated Net Worth
- $372 K - $1.3 M
Salary
- Unknown
Employment
- Started 11/16/2017
Records
- OGE Form 278t (03/10/2024)
- OGE Form 278t (02/10/2024)
- OGE Form 278t (11/18/2023)
- OGE Form 278t (10/12/2023)
- OGE Form 278t (09/13/2023)
- OGE Form 278e (06/20/2023)
- OGE Form 278t (06/17/2023)
- OGE Form 278e (05/11/2023)
- OGE Form 278t (04/26/2023)
- OGE Form 278t (01/31/2023)
- OGE Form 278t (11/25/2022)
- OGE Form 278t (10/31/2022)
- OGE Form 278t (09/28/2022)
- OGE Form 278t (08/25/2022)
- OGE Form 278t (07/11/2022)
- OGE Form 278t (06/06/2022)
- OGE Form 278e (05/26/2022)
- OGE Form 278t (05/26/2022)
- OGE Form 278t (05/26/2022)
- OGE Form 278t (05/26/2022)
- OGE Form 278t (05/26/2022)
- OGE Form 278t (05/26/2022)
- OGE Form 278e (06/28/2021)
- OGE Form 278t (03/11/2021)
- OGE Form 278e (05/13/2020)
- OGE Form 278e (05/11/2019)
Financial Disclosure Details - OGE Form 278e (06/20/2023)
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 | Catholic Diocese Lay Employee Retirement Plan, SEI Private Trust Co., defined benefit plan (value not readily ascertainable) | Retirement Payments (annual) | $3,864 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Catholic Diocese Lay Employee Retirement Plan, SEI Private Trust Co. | Arlington, Virginia | I became eligible for retirement annuity on 10/2015. I will continue to participate in this defined benefit plan. | 10/2015 |
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 | Kiko Strategies, Inc. (Communications Consultant/Lobbying) (Sole Owner) | $100,001 - $250,000 | Consulting Fees | |
2 | Williams & Jensen PLLC (Consultant/Lobbying) | Salary | ||
3 | National School Board Association | Consulting Fee |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Franklin Templeton Investment; Templeton Growth Fund A (TEPLX) | $50,001 - $100,000 | $201 - $1,000 | |
2 | U.S. credit union #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. credit union #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | Thrivent Financial Universal Life Insurance Policy | $15,001 - $50,000 | None (or less than $201) | |
6 | Natural gas and oil lease, Harrison County, Rumley Township, Scio, Ohio - Encino Acquisition Partners, LLC and EAP Operating LLC | $50,001 - $100,000 | Rent or Royalties | $15,001 - $50,000 |
7 | Natural gas and oil lease, Harrison County, Rumley Township, Scio, Ohio - Raisa Energy, LLC - [Owns 25% of the wells' production] | $1,001 - $15,000 | Rent or Royalties | $5,001 - $15,000 |
8 | Brokerage Professionally Managed Account #1 | |||
8.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
8.2 | Fidelity Advisor International Discovery Fund Class I Shares (FIADX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | PNC Bank | $100,001 - $250,000 | 2020 | 10 years |
2 | Dignity Memorial | $50,001 - $100,000 | 2023 | 7 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
6 | 7 | This company replaced Riverbend Oil and Gas VI-B, LLC |
8 | 1 | PNC Bank purchased the Amerisave Mortgage. |
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