Estimated Net Worth
- $970 K - $2.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2022)
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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
1 | Laguna Development Corporation | Salary | ||
2 | Laguna Development Corporation, deferred compensation | |||
2.1 | Principal LifeTime 2035 Fund Institutional Class Shares (LTIUX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Total Bank Sweep (cash sweep account) | $1,001 - $15,000 | None (or less than $201) | |
3 | Laguna Commercial Enterprises, 401(k) Plan | |||
3.1 | Callan GlidePath 2015-R7 (WCGAX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | JPMorgan US Equity Fund Class R6 Shares (JUEMX) | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $250,001 - $500,000 | None (or less than $201) | |
3.4 | Conestoga Small Cap Fund Institutional Class Shares (CCALX) | $100,001 - $250,000 | None (or less than $201) | |
3.5 | Vanguard Mid-Cap Value Index Fund Admiral Class Shares (VMVAX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Pueblo of Laguna, New Mexico | Tribal annual per capita payment | $175 | |
2 | Brokerage Account #1 | |||
2.1 | Fidelity Asset Manager 50% (FASMX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Cash | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage Account #2 | |||
3.1 | PlayAGS, Inc. (AGS) | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
3.2 | Everi Holdings, Inc. (EVRI) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | International Game Technology PLC (IGT) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | PlayAGS, Inc. (AGS) | Sale | 11/02/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | NM Student Loans | $15,001 - $50,000 | 2006 | on demand |
2 | Bank of Albuquerque | $500,001 - $1,000,000 | 2019 | 30 years |
3 | Flagstar Bank | $250,001 - $500,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Ann Barudin | Albuquerque, New Mexico | Two silver-turquoise bracelets and piece of pottery (wedding gifts) | $700.00 |
Endnotes
Section | # | Description |
|---|---|---|
6 | 3.1 | Filer's spouse sold this investment during the reporting period and filer reported the sale in a periodic transaction report (OGE Form 278-T) on 12/07/21. |
8 | 2 | Filer was married during the reporting period and is reporting this spousal liability for the first time as this is the first public financial disclosure submitted after the date of marriage. |
9 | 1 | Filer requested that no gifts be given at her wedding. While certain guests did bring gifts, all gifts received were below the aggregation or reporting thresholds with the exception of gifts from one source reported on Line #1 in Part 9. |
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