Estimated Net Worth
  • estimated net worth
    $142 K - $713 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/26/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Estate of family member (and underlying trust)
Honolulu, Hawaii
Co-Executor/Co- Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Vanguard IRA
1.1
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
2
Wells Fargo Beneficiary IRA
2.1
The Travelers Cos., Inc. (TRV)
$1,001 - $15,000
None (or less than $201)
2.2
Citigroup, Inc. (C)
$1,001 - $15,000
None (or less than $201)
2.3
Warner Bros. Discovery Inc. Series A Common Stock (WBD)
None (or less than $1,001)
None (or less than $201)
2.4
Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX)
None (or less than $1,001)
None (or less than $201)
2.5
PGIM High Yield Fund Class A Shares (PBHAX)
$1,001 - $15,000
$201 - $1,000
2.6
Invesco Multi-Asset Income Fund Class A Shares (PIAFX)
$1,001 - $15,000
$201 - $1,000
2.7
MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX)
$1,001 - $15,000
$201 - $1,000

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
Domestic Bank Account #1
$1,001 - $15,000
None (or less than $201)
2
Domestic Bank Account #2
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Invesco Health Care Fund Class Y Shares (GGHYX)
Sale
09/07/2023
$15,001 - $50,000
2
Corteva, Inc. (CTVA)
Sale
09/07/2023
$1,001 - $15,000
3
Dow, Inc. (DOW)
Sale
09/07/2023
$1,001 - $15,000
4
DuPont de Nemours, Inc. (DD)
Sale
09/07/2023
$1,001 - $15,000
5
Invesco Multi-Asset Income Fund Class A Shares (PIAFX)
Sale
09/07/2023
$1,001 - $15,000
6
Washington Mutual Investors Fund Class F2 Shares (WMFFX)
Sale
09/07/2023
$1,001 - $15,000
7
MFS Value Fund Class I Shares (MEIIX)
Sale
09/07/2023
$1,001 - $15,000
8
T Rowe Price Overseas Stock Fund (TROSX)
Sale
09/07/2023
$1,001 - $15,000
9
Victory Sycamore Small Company Opportunity Fund Class I Shares (VSOIX)
Sale
09/07/2023
$1,001 - $15,000
10
Wells Fargo Money Market Fund Premier Class Shares (WMPXX)
Sale
11/06/2023
$15,001 - $50,000

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
1
1
No present beneficial interest
7
1
This, and the other sales listed here (items 1-9), were sold by my broker in connection with a general request I had made to liquidate holdings in a Wells Fargo beneficiary IRA I inherited from my father (item 2 in my Part 2 disclosures), and move that money into a more actively managed/higher growth IRA. She used the proceeds from these sales to create another brokerage IRA (item 3 in my Part 2 disclosures) that is more actively managed by Confluence Investment Management.
7
2
See prior note
7
3
See prior note
7
4
See prior note
7
5
See prior note
7
6
See prior note
7
7
See prior note
7
8
See prior note
7
9
See prior note

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