Estimated Net Worth
- $38 K - $227 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | PASERS Deferred Compensation Plan | |||
1.1 | U.S. Small/Mid Company Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Global Non-U.S. Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | PASERS Defined Contribution Plan | |||
2.1 | U.S. Large Company Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | U.S. Treasury Inflat Protected Sec Idx | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Harrisburg, Pennsylvania | I will continue to participate in this deferred compensation plan but the sponsor will not make any additional contributions | 12/2020 | |
2 | Harrisburg, Pennsylvania | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 12/2020 |
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 | The BrandGuild (Public Relations, Marketing, Events, Digital Media) | salary, bonus | ||
2 | Principal Financial, defined contribution plan (401k) | |||
2.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Principal Stable Value Z Fund | None (or less than $1,001) | None (or less than $201) | |
2.3 | Fidelity Small Cap Index Fund (FSSNX) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Hartford Schroders International Stock DSR Fund | None (or less than $1,001) | None (or less than $201) | |
3 | Securian Financial 401k | |||
3.1 | Securian AM S&P 500 Index | $1,001 - $15,000 | None (or less than $201) | |
3.2 | DFA Intermediate Government Fixed Income Portfolio Institutional Cl Shs (DFIGX) | None (or less than $1,001) | None (or less than $201) | |
3.3 | Morgan Stanley Institutional Fund Trust International Opportunity Portfolio | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic bank, Savings Account | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | US domestic bank , Checking Account | $1,001 - $15,000 | None (or less than $201) | |
3 | Microsoft Corp. (MSFT) | None (or less than $1,001) | Dividends | None (or less than $201) |
4 | Facebook, Inc. (FB) / META | None (or less than $1,001) | None (or less than $201) | |
5 | US domestic bank, Checking Account | $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 | Aidvantage/Department of Education | $15,001 - $50,000 | 2013 | 20 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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