Estimated Net Worth
- $709 K - $1.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hilton Head, South Carolina | Trustee | Present | |
2 | TR GSEX Trust | Hilton Head, South Carolina | Trustee | Present |
3 | TR Estate | Hilton Head, South Carolina | Personal Representative | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Charles Schwab Rollover IRA | |||
1.1 | Charles Schwab Bank Account | None (or less than $1,001) | None (or less than $201) | |
1.2 | VBISX Vanguard Short Term Bond Index | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $250,001 - $500,000 | None (or less than $201) | |
2 | Fidelity Rollover IRA | |||
2.1 | FDFFX Fidelity Independence | $15,001 - $50,000 | None (or less than $201) | |
3 | Federated Roth IRA | |||
3.1 | CAPAX Federated Capital Appreciation | $15,001 - $50,000 | None (or less than $201) | |
4 | Pencheck's Trust Company IRA Savings Account | $1,001 - $15,000 | Interest | 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 | Albuquerque Public Schools | salary | ||
2 | Federated Roth IRA | |||
2.1 | CAPAX Federated Capital Appreciation | $15,001 - $50,000 | None (or less than $201) | |
3 | Wells Fargo IRA | |||
3.1 | SOPFX Wells Fargo Advantage Opportunity | $1,001 - $15,000 | None (or less than $201) | |
3.2 | WEVX Wells Fargo Advantage Diversified International | $1,001 - $15,000 | None (or less than $201) | |
4 | Diversified Investment Advisers Retirement Annuity | |||
4.1 | Diversified Investment Advisers Common Fund | $15,001 - $50,000 | Dividends Capital Gains Interest | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Sandia Area Federal Credit Union | $15,001 - $50,000 | None (or less than $201) | |
2 | Bank of the West | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Inherited IRA | |||
3.1 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
4 | TR GSTEX Trust | |||
4.1 | Morgan Stanley Institutional Fund Trust Government Portfolio Institutional Class Shares (MVRXX) | $250,001 - $500,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Morgan Stanley Institutional Fund Trust Government Portfolio Institutional Class Shares (MVRXX) | Purchase | 12/01/2023 | $250,001 - $500,000 |
2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Purchase | 06/07/2023 | $100,001 - $250,000 |
3 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 06/16/2023 | $100,001 - $250,000 |
4 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Purchase | 06/16/2023 | $100,001 - $250,000 |
5 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Sale | 12/20/2023 | $15,001 - $50,000 |
6 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Purchase | 12/21/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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