Estimated Net Worth
- $678 K - $1.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | PRASX T. Rowe Price New Asia Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | BAC Bank of America | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | T Rowe Price Communications & Technology, Inc (PRMTX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Traditional IRA | |||
2.1 | Janus Henderson Global Life Sciences Fund Class T Shares (JAGLX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Sweep account (Cash) | None (or less than $1,001) | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account: | |||
1.1 | Sweep account (Cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
1.2 | SWTXX Schwab Municipal Money Market | $100,001 - $250,000 | $201 - $1,000 | |
1.3 | Caterpillar, Inc. (CAT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.4 | KO Coca-Cola | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.5 | CMCSA Comcast | $1,001 - $15,000 | None (or less than $201) | |
1.6 | CMI Cummins | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.7 | F Ford | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.8 | GE General Electric | $1,001 - $15,000 | None (or less than $201) | |
1.9 | HD Home Depot | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Sale | 11/10/2023 | $1,001 - $15,000 |
2 | T Rowe Price Communications & Technology, Inc (PRMTX) | Purchase | 11/06/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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