Estimated Net Worth
- $326 K - $1.3 M
Salary
- Unknown
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 | Honeywell International | $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 | Sunstream Corp (mechanical boat lifts) | salary | ||
2 | AllianceBernstein Growth Fund | $1,001 - $15,000 | $201 - $1,000 | |
3 | AllianceBernstein Global Thematic Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
4 | Cascade Federal Credit Union (Cash Account) | $1,001 - $15,000 | None (or less than $201) | |
5 | (Equitable) Retirement Account Strategic Asset Management II | |||
5.1 | AADR Advisorshares Dorsey Wright ADR ETF | $15,001 - $50,000 | $201 - $1,000 | |
5.2 | MBXIX Catalyst Millburn Hedge Strategy CL I | $15,001 - $50,000 | $201 - $1,000 | |
5.3 | FTXO First Trust NASDAQ Bank ETF | $1,001 - $15,000 | $201 - $1,000 | |
5.4 | First Trust NASDAQ ABA Community Bank Index Fund QABA | $1,001 - $15,000 | $201 - $1,000 | |
5.5 | FEMS First Trust Emerging Markets SC Alphadex ETF | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | FA529 College Port CLA 221 FACAX (529 Plan Portfolio 2020) | None (or less than $1,001) | $15,001 - $50,000 | |
3 | FA529 College Port CLA 348 FACAX (formerly Fidelity Advisor 529 Plan Portfolio 2022) | $50,001 - $100,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab US Dividend Equity ETF (SCHD) | Purchase | 08/17/2023 | $1,001 - $15,000 |
2 | FA529 College Port 348 FACAX (Fidelity Advisor 529 2022) | Sale | 04/17/2023 | $15,001 - $50,000 |
3 | FA529 College Port 348 FACAX (Fidelity Advisor 529 2022) | Sale | 07/26/2023 | $1,001 - $15,000 |
4 | FA529 College Port 348 FACAX (Fidelity Advisor 529 2022) | Sale | 10/25/2023 | $1,001 - $15,000 |
5 | FA529 College Port 348 FACAX (Fidelity Advisor 529 2022) | Sale | 11/16/2023 | $1,001 - $15,000 |
6 | FA529 College Port 330 FACAX (529 Portfolio 2020) | Sale | 11/13/2023 | $50,001 - $100,000 |
7 | 348 FACAX (2022 529 portfolio) | Purchase | 11/13/2023 | $50,001 - $100,000 |
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 | 2 | 2020 529 balance (221 FACAX) transferred to 2022 529 account (348 FACAX). |
6 | 3 | Inadvertently omitted rollover in 2022 and initial income distribution of $15K-50K (when first paid college tuition). |
7 | 6 | Transferred credit balance in 330 FACAX (2020 529 portfolio) to 348 FACAX (2022 529 portfolio); closed 330 FACAX (2020 529 portfolio). |
7 | 7 | Transferred credit balance in 330 FACAX (2020 529 portfolio) to 348 FACAX (2022 529 portfolio); closed 330 FACAX (2020 529 portfolio). |
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