Estimated Net Worth
- $1.1 M - $5.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/28/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | TIAA Traditional Annuity - Fixed Annuity | $1,001 - $15,000 | Distributions from account | $1,687 |
2 | IRA Account | $15,001 - $50,000 | Distributions from IRA | $18,000 |
2.1 | Vanguard FTSE Developed Markets ETF VEA (IRA) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | IShares Core U.S. Aggregate Bond (IRA) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Midcap (IRA) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | ISHARES CORE TOTAL USD BOND MARKET IUSB (IRA) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | IShares Core S&P 500 Index Fund (IRA) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | IShares Tr Broad USD High Yld Corporate Bd (IRA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Savings Account, US credit union | $1,001 - $15,000 | None (or less than $201) | |
2 | Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Whole life insurance policy for spouse -- Transamerica | $1,001 - $15,000 | None (or less than $201) | |
4 | PIMCO FDS PIMCO INCOME FD CLASS A | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | PIMCO FDS PAC INVT MGT SER STOCKPLUS ABSOLUTE RETURN FD CLASS A | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | Residential real estate, Deer Isle, Maine | $1,000,001 - $5,000,000 | Rent or Royalties | $2,501 - $5,000 |
7 | Checking Accounts, US bank | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Visa | $15,001 - $50,000 | 2012 | Revolving Credit Card |
2 | Merrill Lynch | $15,001 - $50,000 | 1996 | Revolving Credit Card |
3 | Wells Fargo | $500,001 - $1,000,000 | 2015 | 30 years |
4 | Wells Fargo Active Cash Visa | $10,001 - $15,000 | 2023 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | taxable retirement distributions from IRA account |
6 | 6 | The house was rented for two weeks |
8 | 2 | Beginning date for Merrill Lynch Credit Card is estimated |
8 | 3 | The house was rented for two weeks |
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