Estimated Net Worth
  • estimated net worth
    $785 K - $1.9 M
Salary
  • salary
    Unknown
Employment
  • Started 02/01/2023

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Santa Fe, New Mexico
Project Director
1/2021
2
Santa Fe, New Mexico
Commissioner
1/2021
3
Albuquerque, New Mexico
Board member
1/2021
4
Washington, District of Columbia
Volunteer
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
U.S. cash account
$15,001 - $50,000
None (or less than $201)
2
Roth IRA
2.1
USAA Science & Technology Fund (USSCX)
$15,001 - $50,000
None (or less than $201)
3
Traditional IRA
3.1
State Street Global All Cap Equity ex-U.S. Index - Class K (SSGLX)
$50,001 - $100,000
None (or less than $201)
3.2
State Street Small/Mid Cap Equity Idx K (SSMKX)
$15,001 - $50,000
None (or less than $201)
3.3
State Street S&P 500 Index N (SVSPX)
$50,001 - $100,000
None (or less than $201)
3.4
State Street Aggregate Bond Index Fund - Class K (SSFEX)
$50,001 - $100,000
None (or less than $201)
4
Roth IRA 2

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. However I no longer make contributions, nor does my former employer after my separation.
2/2017

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
Residential Real Estate, Santa Fe NM
$250,001 - $500,000
None (or less than $201)
2
U.S. bank (cash account)
$100,001 - $250,000
Interest
$201 - $1,000
3
Online Brokerage Account
3.1
Amgen (AMGN)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
2
8
Salary earned for the 2021 reporting year.
6
1
Please note that there are no oil, gas, mineral, or grazing rights associated with this property.

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