Estimated Net Worth
- $113 K - $399 K
Salary
- Unknown
Employment
- Started 01/02/2019
Financial Disclosure Details - OGE Form 278e (05/01/2023)
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 | IRA #1 | |||
1.1 | American Beacon International Equity Fund Class Y Shares (ABEYX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | BlackRock Advantage Small Cap Core Fund Institutional Class Shares (BDSIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Emerging Markets Fund Institutional Class Shares (DEMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | USAA Income Fund Institutional Class Shares (UIINX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Tallahassee, Florida | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 3/2008 |
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 | Eventability, LLC | None (or less than $1,001) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | US bank account (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Mohela | $50,001 - $100,000 | 2022 | 30 years |
2 | Rocket Mortgage | $250,001 - $500,000 | 2023 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 2 | Florida Contribution Plan. No current contribution activity |
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