Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $6.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (01/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Columbus, Georgia | President | Present | |
2 | Atlanta, Georgia | State Representative | 1/2023 | |
3 | Atlanta, Georgia | Board of Trustees | Present | |
4 | Fort Valley, Georgia | Chairman, Board of Directors | Present | |
5 | Atlanta, Georgia | Board of Directors | Present | |
6 | Columbus, Georgia | Chairman | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | cash distribution | $56,872 | |
1.1 | U.S. bank sweep account (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Russell Mid-Cap Value ETF (IWS) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | iShares Russell 1000 Value ETF (IWD) | $250,001 - $500,000 | None (or less than $201) | |
1.5 | iShares Russell Mid-Cap Growth ETF (IWP) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | iShares Russell 1000 Growth ETF (IWF) | $250,001 - $500,000 | None (or less than $201) | |
1.7 | iShares US Treasury Bond ETF (GOVT) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | SPDR MSCI ACWI ex-US ETF (CWI) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Atlanta, Georgia | I will continue participation in the State's defined benefit plan, medical, dental, and vision insurances. | 1/1975 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Columbus, Georgia | Consulting and advisory work through Calvin Smyre & Associates. | |
2 | Columbus, Georgia | Consulting and advisory work. | |
3 | Atlanta, Georgia | Create and vote on bills that make new laws or modify and update old laws. |
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 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Variable annuity #1 | |||
3.1 | JNL/BlackRock Large Cap Select Growth Fund Class A | $100,001 - $250,000 | None (or less than $201) | |
3.2 | JNL/T. Rowe Price Mid-Cap Growth Fund Class A | $50,001 - $100,000 | None (or less than $201) | |
3.3 | JNL/Invesco Small Cap Growth Fund Class A | $15,001 - $50,000 | None (or less than $201) | |
3.4 | JNL/American Funds Moderate Growth Allocation Class A | $100,001 - $250,000 | None (or less than $201) | |
4 | Variable annuity #2 | |||
4.1 | JNL/BlackRock Large Cap Select Growth Fund Class A | $250,001 - $500,000 | None (or less than $201) | |
4.2 | JNL/T. Rowe Price Mid-Cap Growth Fund Class A | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Synovus Bank | $250,001 - $500,000 | 2019 | 24 months |
2 | Synovus Mortage | $100,001 - $250,000 | 2005 | 30 years |
3 | Suntrust Bank | $10,001 - $15,000 | 1994 | 30 years |
4 | Suntrust Bank | $10,001 - $15,000 | 1994 | 30 years |
5 | Suntrust Bank | $10,001 - $15,000 | 1994 | 30 years |
6 | Suntrust Bank | $10,001 - $15,000 | 1994 | 30 years |
7 | Suntrust Bank | $10,001 - $15,000 | 1994 | 30 years |
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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