Estimated Net Worth
- $693 K - $1.7 M
Salary
- Unknown
Records
- OGE Form 278t (05/30/2024)
- OGE Form 278e (04/11/2024)
- OGE Form 278e (04/11/2024)
- OGE Form 278t (04/08/2024)
- OGE Form 278e (07/28/2023)
- OGE Form 278e (07/28/2023)
- OGE Form 278 Termination (01/20/2023)
- OGE Form 278e (04/08/2022)
- OGE Form 278e (04/08/2022)
- OGE Form 278e (03/20/2021)
- OGE Form 278e (03/20/2021)
- OGE Form 278e (09/19/2020)
- OGE Form 278e (09/19/2020)
Financial Disclosure Details - OGE Form 278e (04/11/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Bank Account | $1,001 - $15,000 | None (or less than $201) | |
2 | Wells Fargo Checking Account | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Mutual Fund - Growth Index | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard Mutual Fund - International Growth | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard Mutual Fund - Primecap | $250,001 - $500,000 | $15,001 - $50,000 | |
6 | Vanguard Mutual Fund - Wellington | $50,001 - $100,000 | $5,001 - $15,000 | |
7 | Vanguard Mutual Fund - Windsor II | $50,001 - $100,000 | $2,501 - $5,000 | |
8 | Vanguard Mutual Fund - Intermediate Bonds | None (or less than $1,001) | $201 - $1,000 | |
9 | Vanguard Mutual Fund - Short Term Bond | None (or less than $1,001) | $201 - $1,000 | |
10 | Vanguard Mutual Fund - Explorer | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Activision Stock | Sale | 10/13/2023 | $1,001 - $15,000 |
2 | CVS Stock | Sale | 01/17/2023 | $1,001 - $15,000 |
3 | Nike Stock | Sale | 01/17/2023 | $1,001 - $15,000 |
4 | Apple Stock | Sale | 01/17/2023 | $1,001 - $15,000 |
5 | Explorer Fund | Sale | 06/23/2023 | $1,001 - $15,000 |
6 | Explorer Fund | Sale | 08/14/2023 | $1,001 - $15,000 |
7 | Explorer Fund | Sale | 10/23/2023 | $1,001 - $15,000 |
8 | Total Bond Index Fund | Sale | 08/14/2023 | $1,001 - $15,000 |
9 | Intermediate Term Bond Fund | Sale | 12/06/2023 | $1,001 - $15,000 |
10 | Short Term Bond Fund | Sale | 12/06/2023 | $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 | 8 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. The Vanguard IRA didn’t offer the same funds. I put all the money in Vanguard Target Enrollment 22/23. This wasn’t really a sale. More of a transfer. |
6 | 9 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. The Vanguard IRA didn’t offer the same funds. I put all the money in Vanguard Target Enrollment 22/23. This wasn’t really a sale. More of a transfer. |
6 | 10 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. The Vanguard IRA didn’t offer the same funds. I put all the money in Vanguard Target Enrollment 22/23. This wasn’t really a sale. More of a transfer. |
6 | 11 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. The Vanguard IRA didn’t offer the same funds. I put all the money in Vanguard Target Enrollment 22/23. This wasn’t really a sale. More of a transfer. |
6 | 23 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. The Vanguard IRA didn’t offer the same funds. I put all the money in Vanguard Target Enrollment 22/23. This wasn’t really a sale. More of a transfer. |
6 | 26 | All stock sold on 10/13/23. |
6 | 32 | This is a whole life insurance policy. I recorded the cash value of the policy. |
6 | 33 | Vanguard stopped supporting Education IRAs and I had to convert them to 529s. All of the money in Jay and Tyler's Education IRA accounts were moved into this account |
6 | 34 | This is a salary from a job at a restaurant. Total income earned is $14,094. I couldn't figure out how to categorize this as salary. Sorry. |
7 | 1 | I wasn't previously aware of this sale until pulling this information together. |
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