Estimated Net Worth
  • estimated net worth
    $1.6 M - $3.7 M
Salary
  • salary
    Unknown
Employment
  • Started 06/17/2022

Financial Disclosure Details - OGE Form 278e (12/13/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Land Trust of the Treasure Valley
BOISE, Idaho
Board Member and Secretary of the Board
Present
2
University of Idaho College of Law
BOISE, Idaho
Adjunct Professor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Idaho College of Law
Salary
$4,000
2
Covington & Burling LLP
2.1
Vanguard Institutional Index Instl PI (VIIIX)
$250,001 - $500,000
None (or less than $201)
2.2
American Beacon Small Cp Val R5 (AVFIX)
$1,001 - $15,000
None (or less than $201)
2.3
MFS Intl Diversification R4 (MDITX)
$1,001 - $15,000
None (or less than $201)
2.4
JPMorgan Emerging Markets Equity R6 (JEMWX)
$1,001 - $15,000
None (or less than $201)
2.5
Schwab Indexed Ret Tr Fd 20401 I (SX140)
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2011

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
St. Luke's Health System (Not-for-profit hospital system)
salary
2
PERSI: Idaho State Retirement Choice 401K Plan
2.1
US Small/Mid Cap Equity Index Fund
$15,001 - $50,000
None (or less than $201)
2.2
T. Rowe Price Instl Small-Cap Stock (TRSSX)
$15,001 - $50,000
None (or less than $201)
3
Gibson Dunn 401K Plan
3.1
Vanguard Windsor II ADM (VWNAX)
$50,001 - $100,000
None (or less than $201)
3.2
T Rowe Price Blue Chip Growth (TRBCX)
$50,001 - $100,000
None (or less than $201)
3.3
American Funds EuroPacific
$15,001 - $50,000
None (or less than $201)
3.4
Vanguard S&P 400 MidCap
$50,001 - $100,000
None (or less than $201)
3.5
Neuberger Berman Genesis Class R6 (NRGSX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$15,001 - $50,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
$1,001 - $2,500
3
Brokerage Account
3.1
USAA Tax Exempt Intermediate-Term Fund (USATX)
$50,001 - $100,000
$1,001 - $2,500
3.2
Federated Hermes Short-Intermediate Duration Municipal Trust Institutional Shares (FSHIX)
$50,001 - $100,000
$201 - $1,000
3.3
Vanguard Target Retirement 2045 Fund (VTIVX)
$50,001 - $100,000
$2,501 - $5,000
3.4
Schwab Target 2040 Fund (SWERX)
$50,001 - $100,000
$2,501 - $5,000
3.5
BlackRock LifePath Index 2055 Fund Investor A Shares (LIVAX)
$50,001 - $100,000
$1,001 - $2,500
3.6
JPMorgan Equity Income Fund Class A (OIEIX)
$15,001 - $50,000
$201 - $1,000
3.7
Janus Henderson Venture Fund Class T Shares (JAVTX)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
ServiceMac
$250,001 - $500,000
2021
15 years
2
BB&T
$250,001 - $500,000
2012
30 years
3
NelNet (EFS)
$15,001 - $50,000
2006
27.5 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Became a board member in June 2020; became Secretary of the Board in approximately February 2021. This position is uncompensated.
8
2
This was our previous mortgage holder/servicer. This loan was repaid in full when we refinanced in 2021. Now our mortgage is with ServiceMac.

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