Estimated Net Worth
- $571 K - $2.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/08/2023)
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 | NFS/FMTC ROLLOVER IRA FBO #1 | |||
1.1 | AMCAP FUND A - AMCPX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIDELITY ADV MID CAP VALUE C - FMPEX | $15,001 - $50,000 | None (or less than $201) | |
1.3 | GLOBAL FUND A - OPPAX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | INTERMEDIATE BOND FUND OF AMERICA- A - AIBAX | $15,001 - $50,000 | None (or less than $201) | |
1.5 | US Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity Advisor Mid Cap Value Fund Class A Shares (FMPAX) | $1,001 - $15,000 | 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 |
|---|---|---|---|---|
1 | NFS/FMTC ROLLOVER IRA FBO #2 | |||
1.1 | DODGE & COX INTERNATIONAL STOCK - DODFX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIDELITY CONTRAFUND FD - FCNTX | $50,001 - $100,000 | None (or less than $201) | |
1.3 | CARILLON EAGLE MIDCAP GROWTH FUND CLASS I - HAGIX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | PRUDENTIAL TOTAL RETURN BOND CL Z - PDBZX | $15,001 - $50,000 | None (or less than $201) | |
1.5 | SCIENCE & TECH OPPS - BGSIX | $15,001 - $50,000 | None (or less than $201) | |
1.6 | US Brokerage Account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American Funds Strategic Bond Fund Class F2 Shares (ANBFX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | New World Fund, Inc Class F2 Shares (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR S&P 500 ETF Trust (SPY) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | LIFE INSURANCE #1 - AMERITAS LIFE INSURANCE CORP (variable life) | |||
1.1 | CALVERT VP S&P 500 INDEX | $15,001 - $50,000 | None (or less than $201) | |
2 | LIFE INSURANCE - #2- AMERITAS LIFE INSURANCE CORP (variable life) | |||
2.1 | CALVERT VP S&P 500 INDEX | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia College Savings Plan /COLLEGEAMERICA #1 | |||
3.1 | American Funds EuroPacific Gr 529A - CEUAX | None (or less than $1,001) | None (or less than $201) | |
3.2 | AMERICAN FUNDS FUNDAMENTL INVS 529A - CFNAX | None (or less than $1,001) | None (or less than $201) | |
3.3 | AMERICAN FUNDS GR FND OF AMERICA 529A - CGFAX | $1,001 - $15,000 | None (or less than $201) | |
3.4 | American Funds New World 529A - CNWAX | None (or less than $1,001) | None (or less than $201) | |
3.5 | American Funds Inflation Linked Bond Fund Class 529-C Shares (CNLCX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Okta, Inc. (OKTA) | Purchase | 09/20/2022 | $1,001 - $15,000 |
2 | FedEx Corp. (FDX) | Purchase | 09/20/2022 | $1,001 - $15,000 |
3 | Microsoft Corp. (MSFT) | Purchase | 08/08/2022 | $1,001 - $15,000 |
4 | Alphabet, Inc. (GOOG) | Purchase | 07/19/2022 | $1,001 - $15,000 |
5 | Costco Wholesale Corp. (COST) | Purchase | 05/19/2022 | $1,001 - $15,000 |
6 | American Century Short Duration Inflation Protection Bond Fund Class I Shares (APOHX) | Purchase | 04/18/2022 | $15,001 - $50,000 |
7 | JPMorgan Strategic Income Opportunities Fund Class A Shares (JSOAX) | Sale | 04/18/2022 | $15,001 - $50,000 |
8 | First Eagle Overseas Fund Class I Shares (SGOIX) | Purchase | 03/07/2022 | $1,001 - $15,000 |
9 | PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 (PFBPX) | Purchase | 03/07/2022 | $15,001 - $50,000 |
10 | Columbia Balanced Fund Institutional 2 Class Shares (CLREX) | Purchase | 03/07/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
7 | 11 | Multiple |
7 | 33 | No longer held. |
7 | 34 | No longer held. |
7 | 35 | No longer held. |
7 | 36 | No longer held. |
7 | 37 | Re-investment. |
7 | 38 | Re-investment. |
7 | 39 | Re-investment. |
7 | 40 | Re-investment. |
7 | 41 | No longer held. |
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