Estimated Net Worth
- $934 K - $2.4 M
Salary
- Unknown
Records
- OGE Form 278e (05/13/2024)
- OGE Form 278t (01/09/2024)
- OGE Form 278t (07/09/2023)
- OGE Form 278e (05/15/2023)
- OGE Form 278t (04/23/2023)
- OGE Form 278t (01/03/2023)
- OGE Form 278t (07/13/2022)
- OGE Form 278e (06/30/2022)
- OGE Form 278t (12/23/2021)
- OGE Form 278e (05/16/2021)
- OGE Form 278e (05/13/2020)
- OGE Form 278e (04/14/2019)
- OGE Form 278e (09/20/2018)
- OGE Form 278e (05/13/2018)
- OGE Form 278e (02/03/2018)
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 | Vanguard Rollover IRA - Total Stock Market Index | $15,001 - $50,000 | $201 - $1,000 | |
2 | Massachusetts Deferred Compensation Smart Plan | |||
2.1 | Large Company Growth Stock Fund | $50,001 - $100,000 | None (or less than $201) | |
2.1.1 | Wellington Management MA Deferred Comp Dynamic Growth | $15,001 - $50,000 | None (or less than $201) | |
2.1.2 | JP Morgan Growth Advantage Fund | $15,001 - $50,000 | None (or less than $201) | |
2.1.3 | Fidelity Growth Company Comingled Pool Class O | $15,001 - $50,000 | None (or less than $201) | |
2.1.4 | Northern Trust Russell 1000 Growth Index | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Large Company Stock Index Fund (State Street S&P 500 Index Securities Lending Series Fund Class I) | $100,001 - $250,000 | None (or less than $201) | |
3 | Vanguard Inherited IRA Brokerage Account | |||
3.1 | Vanguard Cash Reserves Money Market | $50,001 - $100,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this plan, but the plan sponsor no longer makes contributions. | 1/1992 |
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 | Vanguard Roth IRA (Small Cap Growth Index Fund) | $100,001 - $250,000 | None (or less than $201) | |
2 | US domestic banking institution (cash accounts) | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | Great Boston Legal Services Pension Plan (Sentinel Group) | cash distribution | $9,117 | |
3.1 | Dodge & Cox Income I | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US federal credit union (cash accounts) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Capital One Money Market Account (individual account) | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | College Savings Iowa 529 Plan (Blended Growth Portfolio) | $100,001 - $250,000 | None (or less than $201) | |
4 | Fidelity U.Fund College 529 Investing Plan (MA Portfolio 2021 Fidelity Funds) | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
6 | Vanguard International Value Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | Vanguard Short Term Investment Grade | $15,001 - $50,000 | $201 - $1,000 | |
8 | Vanguard US Growth Admiral CL | $15,001 - $50,000 | $201 - $1,000 | |
9 | Vanguard Windsor II Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
10 | Vanguard Wellesley Income Fund Investor Shares | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | College Savings Iowa 529 Plan | Sale | 04/03/2023 | $15,001 - $50,000 |
2 | College Savings Iowa 529 Plan | Sale | 06/15/2023 | $15,001 - $50,000 |
3 | College Savings Iowa 529 Plan | Sale | 12/12/2023 | $15,001 - $50,000 |
4 | College Savings Iowa 529 Plan | Sale | 12/29/2023 | $1,001 - $15,000 |
5 | Walmart, Inc. (WMT) - common stock | Sale | 12/14/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 11 | Stock inherited from distribution of my mother's estate. |
6 | 12 | Stock inherited from distribution of my mother's estate. |
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