Estimated Net Worth
- $1.7 M - $6.9 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Bank of America Corp - Checking Account | $1,001 - $15,000 | None (or less than $201) | |
2 | Citizens Bank - Checking Account | $100,001 - $250,000 | None (or less than $201) | |
3 | Ameriprise One Financial Account | |||
3.1 | Janus Henderson Balanced Fund Class C Shares (JABCX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Columbia Capital Allocation Moderate Aggressive Portfolio Class C Shares (NBICX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Janus Henderson Balanced Fund Class A Shares (JDBAX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Ameriprise Insured Money Market - Cash | $1,001 - $15,000 | None (or less than $201) | |
4 | Ameriprise Strategic Portfolio Service Advantage IRA | |||
4.1 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | $100,001 - $250,000 | $1,001 - $2,500 | |
4.2 | Columbia Balanced Fund Institutional Class Shares (CBALX) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco Global Real Estate Income Class Y (ASRYX) | Sale | 10/03/2023 | $1,001 - $15,000 |
2 | Carillon Scout Mid Cap Fund Class I Shares (UMBMX) | Sale | 10/03/2023 | $15,001 - $50,000 |
3 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | Sale | 10/03/2023 | $50,001 - $100,000 |
4 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | Sale | 10/03/2023 | $15,001 - $50,000 |
5 | MFS International Diversification Fund Class I Shares (MDIJX) | Sale | 10/03/2023 | $15,001 - $50,000 |
6 | Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX) | Purchase | 10/03/2023 | $15,001 - $50,000 |
7 | Fidelity Advisor Total Bond Fund Class I Shares (FEPIX) | Purchase | 10/03/2023 | $15,001 - $50,000 |
8 | iShares 3-7 Year Treasury Bond ETF (IEI) | Purchase | 10/03/2023 | $15,001 - $50,000 |
9 | LoCorr Macro Strategies Fund Class I Shares (LFMIX) | Purchase | 10/03/2023 | $1,001 - $15,000 |
10 | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) | Purchase | 10/03/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Wayne Beitler | Crofton, Maryland | Gift Card - Christmas Gift | 500 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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