Estimated Net Worth
  • estimated net worth
    $14 K - $213 K
Salary
  • salary
    Unknown
Employment
  • Started 02/01/2023

Financial Disclosure Details - OGE Form 278e (04/12/2023)

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
JCPenney Safe Harbor 401(k)
$1,001 - $15,000
None (or less than $201)
2
S&P 500 Index Fund
$1,001 - $15,000
None (or less than $201)
3
Russell 1000 Growth Fund
None (or less than $1,001)
None (or less than $201)
4
Russell 1000 Value Fund
None (or less than $1,001)
None (or less than $201)
5
Russell 2000 Fund
$1,001 - $15,000
None (or less than $201)
6
International Fund
$1,001 - $15,000
None (or less than $201)
7
Intermediate Bond
None (or less than $1,001)
None (or less than $201)
8
VFTC Target Retirement 2050 Trust I
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
JcPenney
New Port Richey, Florida
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions.
11/2009

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
Microsoft Corp. (MSFT)
$1,001 - $15,000
None (or less than $201)
2
Realty Income Corp. (O)
$1,001 - $15,000
Dividends Capital Gains
$201 - $1,000
3
Verizon Communications, Inc. (VZ)
$1,001 - $15,000
None (or less than $201)
4
Paramount Global Class A Common Stock (PARAA)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
5
Paramount Global Class B Common Stock (PARA)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
6
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
7
The Coca-Cola Co. (KO)
$1,001 - $15,000
None (or less than $201)
8
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$1,001 - $15,000
None (or less than $201)
9
Ford Motor Co. (F)
$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
Nelnet
$15,001 - $50,000
2021
Deferred

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
6
Asset reached reporting threshold during the reporting period
6
7
Asset reached reporting threshold during the reporting period
6
8
Asset reached reporting threshold during reporting period.
6
9
Asset reached reporting threshold during the reporting period.

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