Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.7 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/14/2022)
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 | Koch Industries, defined benefit plan (value not readily ascertainable) $977/mo at age 65 | None (or less than $201) | ||
2 | Phillips 66, defined benefit plan ((value not readily ascertainable): eligible for $948/mo. at age 65 | None (or less than $201) | ||
3 | Brokerage - Rollover IRA | |||
3.1 | MFS Core Equity A | $50,001 - $100,000 | None (or less than $201) | |
3.2 | MFS Corporate Bond A | $15,001 - $50,000 | None (or less than $201) | |
3.3 | MFS Diversified Income A | $50,001 - $100,000 | None (or less than $201) | |
3.4 | MFS Government Securities A | $15,001 - $50,000 | None (or less than $201) | |
3.5 | MFS Growth A | $50,001 - $100,000 | None (or less than $201) | |
3.6 | MFS High Income A | $1,001 - $15,000 | None (or less than $201) | |
3.7 | MFS INTL Diversification A | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Wichita, Kansas | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/1999 | |
2 | Wichita, Kansas | I will continue to participate in this defined benefit plan. | 8/2010 | |
3 | Houston, Texas | I will continue to participate in this defined benefit plan. | 9/2010 |
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 | Textron Aviation Defense | salary | ||
2 | Beechcraft/Textron Savings Plan | |||
2.1 | Textron Stock | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Target 2030 | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Beechcraft Corporation Pension - HOURLY (Bailout) ((value not readily ascertainable): eligible for $858/mo. at age 65 | None (or less than $201) | ||
4 | Beechcraft Corporation Pension - SALARY (value not readily ascertainable): eligible for $259/mo. at age 65 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank accounts (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | Brokerage Account - Joint | |||
2.1 | Abbott Laboratories | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Apple Inc | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Berkshire Hathaway Inc B | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Blackrock Inc Cl A | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Deere & Co | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Hershey Foods Corp | $1,001 - $15,000 | None (or less than $201) | |
2.7 | IBM | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Lowes Companies Inc | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MFS Value Fund Class A Shares (MEIAX) | Exchange | 01/04/2022 | $1,001 - $15,000 |
2 | MFS Core Equity Fund Class A Shares (MRGAX) | Exchange | 01/04/2022 | $1,001 - $15,000 |
3 | MFS Municipal Limited Maturity Fund Class A Shares (MTLFX) | Exchange | 01/04/2022 | $1,001 - $15,000 |
4 | MFS Municipal Limited Maturity Fund Class A Shares (MTLFX) | Exchange | 01/04/2022 | $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 |
|---|---|---|
5 | 3 | Secured by PBGC following Beechcraft Corporation bankruptcy |
5 | 4 | Beechcraft Corporation acquired by Textron |
7 | 11 | EXCHANGE SELL |
7 | 12 | EXCHANGE BUY |
7 | 13 | EXCHANGE SELL |
7 | 14 | EXCHANGE BUY |
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