Estimated Net Worth
- $351 K - $2.4 M
Salary
- Unknown
Employment
- Started 03/14/2022
Records
Financial Disclosure Details - OGE Form 278e (04/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | DriveTime Sales and Financing Co.,LLC | Tempe , Arizona | Director of Regulatory Compliance | 2/2021 |
2 | Independent Contractor Legal Services | Phoenix, Arizona | lawyer | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | DriveTime Sales and Financing Co.,LLC (nationwide used car sales and financing) | Salary/Bonus | $82,058 | |
2 | IRA | |||
2.1 | ANSYS, Inc. (ANSS) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ABB Ltd (ABB) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | AbbVie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Accenture Plc (ACN) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Air liquide ADR | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Albany International Corp. (AIN) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | AZ STATE DEFERRED COMP | PHOENIX, Arizona | I will continue to participate in this defined contribution plan. My former employer and I no longer make contributions to the plan. | 5/1995 |
2 | AZ STATE RETIREMENT SYSTEM | PHOENIX, Arizona | I will continue to participate in this defined benefit plan. | 5/2021 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | DriveTime Sales and Financing Co.,LLC | Tempe , Arizona | Director of Regulatory Compliance |
2 | Jim Barton II, Barton, Soto Mendez, PLLC | Tempe, Arizona | Legal Services |
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 | Peloton stock sale | Capital Gains | $5,001 - $15,000 | |
2 | State Farm Annuity | Cash Payout | $54,571 | |
3 | State Farm Growth Mutual Fund | $1,001 - $15,000 | $5,001 - $15,000 | |
4 | TD Ameritrade Institutional Account | $100,001 - $250,000 | None (or less than $201) | |
4.1 | Affirm Holdings Inc | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Altria Group, Inc. (MO) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | American Electric Power Co., Inc. (AEP) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | Dominion Energy, Inc. (D) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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