Estimated Net Worth
- $38 K - $222 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/30/2024)
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 | Roth IRA | |||
1.1 | Fidelity Contrafund Fund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Small Cap Growth Fund (FCPGX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Value Fund (FDVLX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity Enhanced Large Cap Core ETF (FELC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity Growth & Income Portfolio (FGRIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity NASDAQ Composite Index Fund (FNCMX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Fidelity 500 Index Fund (FXAIX) | None (or less than $1,001) | None (or less than $201) | |
1.8 | Fidelity ZERO Total Market Index Fund (FZROX) | None (or less than $1,001) | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Fidelity Asset Manager 85% (FAMRX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Asset Manager 60% (FSANX) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank Account | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | U.S. Credit Union Account | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Enhanced Large Cap Core ETF (FELC) | Purchase | 03/02/2023 | $1,001 - $15,000 |
2 | Fidelity Growth & Income Portfolio (FGRIX) | Purchase | 03/02/2023 | $1,001 - $15,000 |
3 | Fidelity NASDAQ Composite Index Fund (FNCMX) | Purchase | 08/02/2023 | $1,001 - $15,000 |
4 | Fidelity 500 Index Fund (FXAIX) | Purchase | 07/03/2023 | $1,001 - $15,000 |
5 | Fidelity ZERO Total Market Index Fund (FZROX) | Purchase | 06/01/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | MOHELA | $15,001 - $50,000 | 2016 | Revolving |
2 | MOHELA | $15,001 - $50,000 | 2017 | Revolving |
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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