Estimated Net Worth
- $470 K - $1.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2024)
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 | CPP, Canadian Pension Plan - result of my employment in Canada from 1978-1989. Receive a monthly annuity. (value not readily ascertainable) | None (or less than $1,001) | Retirement Payments | $2,916 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | CPP | , Outside U.S. | Canadian Pension Plan - result of my work in Canada from 1978-1989 then moved to the US in 1989. I will continue to receive a monthly amount around $200.00 US dollars depending on the exchange rate. | 1/2015 |
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 | Tenovos | salary, bonus | ||
2 | FidelityFreedom K 2035 | $250,001 - $500,000 | None (or less than $201) | |
3 | T Rowe Price Mutual Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | TriNet 401K | |||
4.1 | State St Emg Mkts SL SF C1II | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Fidelity Real Estate Index | $1,001 - $15,000 | None (or less than $201) | |
4.3 | JPMorgan Small Cap Growth Fund Class L Shares (JISGX) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | Legal and General S&P 400 DC CIT B | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Legal & General S&P 500 DC CIT | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | State St USBnd Indx SL CI XIV | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank Acct 1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | US Bank Acct 2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | US Bank Acct 3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | Open Text Corporation - Common Shares | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
5 | US Bank Acct 4 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | Virginia 529 Plan 1 | $15,001 - $50,000 | None (or less than $201) | |
7 | Virginia 529 Plan 2 | $15,001 - $50,000 | 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 |
|---|---|---|
Nothing reported in this section | ||
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