Estimated Net Worth
  • estimated net worth
    $178 K - $545 K
Salary
  • salary
    Unknown
Employment
  • Started 02/08/2021

Financial Disclosure Details - OGE Form 278e (04/03/2021)

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
Rollover IRA
$1,001 - $15,000
None (or less than $201)
2
State of Montana 401(a) (asset information not readily available)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Helena, Montana
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2016

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
State of Montana
salary
2
Roth IRA
2.1
Sweep account (cash)
$15,001 - $50,000
None (or less than $201)
2.2
The Home Depot, Inc. (HD)
$100,001 - $250,000
None (or less than $201)
3
Millennium Trust Company retirement account
3.1
Transamerica Stable Value Fund
$1,001 - $15,000
None (or less than $201)
4
Lee Enterprises retirement account
4.1
JPMCB SmartRetirement
$1,001 - $15,000
None (or less than $201)
5
Future US, Inc. 401(k)
5.1
T. Rowe Price Retirement 2020
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
BB&T
$100,001 - $250,000
2010
15 year
2
American Express
$15,001 - $50,000
2010
5 year
3
Bank of America
$15,001 - $50,000
2010
5 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Underlying assets consist of cash and diversified mutual funds that do not individually meet the reporting threshold.

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