Estimated Net Worth
- $207 K - $985 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Dallas, Texas | partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA TD | |||
1.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Celsius Holdings, Inc. (CELH) | $1,001 - $15,000 | Capital Gains | $1,001 - $2,500 |
1.3 | American Airlines Group, Inc. (AAL) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares Russell Mid-Cap Growth ETF (IWP) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | AT&T Inc. (T) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Schwab Small-Cap Index Fund (SWSSX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Southwest Airlines Co. (LUV) | $1,001 - $15,000 | None (or less than $201) | |
2 | America's Promise Alliance |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will not participate in this defined contribution plan after my separation. | 2/2018 |
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 | Employer (Eleanor Crook Foundation) | salary, bonus |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential rental properties | |||
1.1 | residential property - 514 Dallas Texas | $50,001 - $100,000 | Rent or Royalties | $2,501 - $5,000 |
1.2 | residential property - 2047 Dallas Texas | $50,001 - $100,000 | Rent or Royalties | $2,501 - $5,000 |
1.3 | residential property - Mesquite Texas | $50,001 - $100,000 | Rent or Royalties | $2,501 - $5,000 |
2 | Vanguard Equity Income Fund Investor Shares (VEIPX) | None (or less than $1,001) | $2,501 - $5,000 | |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | None (or less than $1,001) | $5,001 - $15,000 | |
4 | Vanguard International Dividend Appreciation Index Fund Admiral Class Shares (VIAAX) | None (or less than $1,001) | $201 - $1,000 | |
5 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | None (or less than $1,001) | $201 - $1,000 | |
6 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | None (or less than $1,001) | None (or less than $201) | |
7 | Bank of America checking/savings acccount | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 09/01/2021 | $1,001 - $15,000 |
2 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | Purchase | 09/17/2021 | $1,001 - $15,000 |
3 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 10/04/2021 | $1,001 - $15,000 |
4 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 11/18/2021 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 12/22/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American express | $15,001 - $50,000 | 2021 | revolving |
2 | Firstmark | $15,001 - $50,000 | 2005 | 114 months |
3 | Upgrade personal loan | $15,001 - $50,000 | 2021 | 5 years |
4 | Fay Servicing | $50,001 - $100,000 | 2019 | 30 years |
5 | Fay Servicing | $15,001 - $50,000 | 2019 | 30 years |
6 | Fay servicing | $15,001 - $50,000 | 2019 | 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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