Estimated Net Worth
  • estimated net worth
    $965 K - $2.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/25/2024)

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
Roth IRA
1.1
Franklin Mutual Beacon Fund - Class Z
$100,001 - $250,000
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
Technology Trends Group, LLC (8A Native American Consulting Company)
salary, bonus
2
US Department of State, contractor non- Federal retirement
2.1
TIAA Stable Value
$1,001 - $15,000
None (or less than $201)
2.2
DFA International Core Equity Portfolio Institutional DFIEX
$1,001 - $15,000
None (or less than $201)
2.3
Principal Midcap Fund Institutional PCBIX
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Growth Index Admiral VIGAX
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard Mid-Cap Value Index Fund Admiral VMVAX
$1,001 - $15,000
None (or less than $201)
3
CNI Subsidiary 401K Plan-CNI Government, LLC 401K
3.1
Mainstay Winslow Large Cap Growth MLAIX
$50,001 - $100,000
None (or less than $201)
3.2
Fidelity Small Cap Growth FOCSX
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
Dividends
$201 - $1,000
2
Cleveland-Cliffs, Inc. (CLF)
$1,001 - $15,000
None (or less than $201)
3
NIKE, Inc. (NKE)
$100,001 - $250,000
Dividends
$1,001 - $2,500
4
Microsoft Corp. (MSFT)
$50,001 - $100,000
Dividends
$1,001 - $2,500
5
Intel Corp. (INTC)
$1,001 - $15,000
Dividends
$201 - $1,000
6
Rayonier, Inc. (RYN)
$1,001 - $15,000
None (or less than $201)
7
United Bankshares Inc. Common Stock (UBSI)
$1,001 - $15,000
Dividends
$201 - $1,000
8
The Williams Cos., Inc. (WMB)
$1,001 - $15,000
Dividends
$201 - $1,000
9
Invesco QQQ Trust, Series 1 (QQQ)
$50,001 - $100,000
$201 - $1,000
10
AES Corp (AES)
$1,001 - $15,000
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
Nothing reported in this section

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