Estimated Net Worth
- $368 K - $1.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2022)
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 | IRA | |||
1.1 | Vanguard Life Strategy (VSMGX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Vanguard Wellington | $50,001 - $100,000 | 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 | IRA | |||
1.1 | Vanguard Life Strategy (VASGX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Roth IRA | |||
2.1 | Vanguard STAR (VGSTX) | $50,001 - $100,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard index 500 | $15,001 - $50,000 | $201 - $1,000 | |
2 | Vanguard Total Stock Market Index Admiral Shares (VTSAX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Vanguard Cash Reserves Federal Money Market Fund (VMMXX) | $50,001 - $100,000 | $201 - $1,000 | |
4 | Franklin Mutual Quest | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard Brokerage (spouse) | |||
5.1 | Bank of America (BAC) | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
5.2 | Comcast Corporation (CMCSA) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
5.3 | Prudential Financial (PRU) | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
5.4 | AT&T (T) | $1,001 - $15,000 | Dividends Capital Gains | $1,001 - $2,500 |
5.5 | Verizon Communications (VZ) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Electric Power Co., Inc. (AEP) | Sale | 09/27/2021 | $1,001 - $15,000 |
2 | Dominion Energy, Inc. (D) | Sale | 09/27/2021 | $1,001 - $15,000 |
3 | Duke Energy Corp. (DUK) | Sale | 09/27/2021 | $1,001 - $15,000 |
4 | Consolidated Edison, Inc. (ED) | Sale | 09/27/2021 | $15,001 - $50,000 |
5 | Public Service Enterprise Group, Inc. (PEG) | Sale | 09/27/2021 | $1,001 - $15,000 |
6 | The Southern Co. (SO) | Sale | 09/27/2021 | $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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