Estimated Net Worth
- $613 K - $1.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/04/2024)
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 | Athene IRA Indexed Annuity- Balanced Choice Annuity 12 | |||
1.1 | Fixed rate account | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Indexed account linked to S&P 500 | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | ProVets Consulting Group (Consulting) | salary | ||
2 | Strategic Marketing Innovations, 401K | |||
2.1 | Vanguard Growth Index Admiral | $100,001 - $250,000 | None (or less than $201) | |
3 | Athene IRA Indexed Annuity - Balanced Choice Annuity 12 | |||
3.1 | Fixed rate account | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Indexed account linked to S&P 500 | $1,001 - $15,000 | None (or less than $201) | |
4 | ProVets Consulting Group, 401K | |||
4.1 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Federal Money Market (cash portion) | $1,001 - $15,000 | None (or less than $201) | |
2 | The Home Depot, Inc. (HD) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
3 | International Business Machines Corp. (IBM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
4 | Athene Non-Qualified Indexed Annuity - Balanced Choice Annuity 12 | |||
4.1 | Fixed rate account | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Indexed account linked to S&P 500 | $50,001 - $100,000 | None (or less than $201) | |
5 | Lafayette Life Insurance (whole life) | $100,001 - $250,000 | None (or less than $201) | |
6 | Lafayette Life Insurance (whole life) | $50,001 - $100,000 | None (or less than $201) | |
7 | U.S. bank 1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
8 | Farm land rental - Dickerson, MD | $100,001 - $250,000 | Rent or Royalties | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Columbia Small Cap Value Fund II Institutional Class Shares (NSVAX) | Sale | 07/14/2023 | $15,001 - $50,000 |
2 | Voya Large-Cap Growth Fund Class A Shares (NLCAX) | Sale | 07/14/2023 | $15,001 - $50,000 |
3 | Fidelity 500 Index Fund (FXAIX) | Purchase | 07/14/2023 | $50,001 - $100,000 |
4 | Fidelity 500 Index Fund (FXAIX) | Purchase | 06/30/2023 | $1,001 - $15,000 |
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 |
|---|---|---|
7 | 4 | First biweekly purchase on 6/30/2023. Recurring biweekly transactions of this amount range. |
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