Observations
- Millionaire
Estimated Net Worth
- $16.4 M - $55.4 M
Salary
- $155 K
Employment
- Started 02/10/2021
Financial Disclosure Details - OGE Form 278e (05/26/2023)
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 | IRA SEP | |||
1.1 | SPDR S&P 500 ETF TRUST | $50,001 - $100,000 | $1,001 - $2,500 |
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 | IRA | |||
1.1 | U.S. Brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ADT CORPORATION DUE 06/15/2023 4.125% | $15,001 - $50,000 | None (or less than $201) | |
1.3 | CBS CORP NEW DUE 01/15/2027 2.9% | $15,001 - $50,000 | None (or less than $201) | |
1.4 | CELGENE CORP SR NT DUE 08/15/2025 3.875% | None (or less than $1,001) | None (or less than $201) | |
1.5 | CONSTELLATION BRANDS INC DUE 05/09/2027 3.5% | $50,001 - $100,000 | None (or less than $201) | |
1.6 | iShares Preferred and Income Securities ETF (PFF) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | JOHNSON & JOHNSON SR NT DUE 03/01/2026 2.45% | $50,001 - $100,000 | None (or less than $201) | |
1.8 | TEXRON INC DUE 03/15/2027 3.65% | $50,001 - $100,000 | None (or less than $201) | |
1.9 | 1.14 ISHARES CORE HIGH DIV ETF (HDV) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | BROKERAGE | |||
1.1 | US Bank #3 (cash) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | 3M COMPANY SR UNSECURED DATED; DUE 09/19/2026 2.25% MS 19 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
1.3 | ABBVIE INC SR NT 2.9% DUE 11/06/2022 | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
1.4 | CELGENE CORP 3.875% DUE 08/15/2025 | None (or less than $1,001) | Capital Gains | None (or less than $201) |
1.5 | CONSTELLATION BRANDS INC 3.70% DUE 12/06/2026 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
1.6 | DISTRICT COLUMBIA INCOME 4.0% DUE 12/01/2037 | None (or less than $1,001) | Capital Gains | None (or less than $201) |
1.7 | DISTRICT COLUMBIA UNIV 5.0% DUE 04/01/2042 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
1.8 | DISTRICT COLUMBIA WTR & SWR 5% DUE 10/01/2052 | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.9 | DISTRICT COLUMBIA WTR & SWR 5% DUE 10/01/2045 | $50,001 - $100,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 1.54 DUKE ENERGY CAROLINAS LLC 1ST MORTGAGE BOND DUE 08/15/2029 02.450% FA 15 SOLICITED YIELD 2.357 % TO PAR CALL YIELD 2.360 % TO MATURITY CALLABLE 05/15/29 AT 100.000 | Purchase | 01/25/2022 | $100,001 - $250,000 |
2 | 1.63 STANFORD UNIV CALIF DUE 06/01/2027 01.289% JD 01 SOLICITED FIMS 8690012-0001 UWEB YIELD 1.75 % TO MATURITY YIELD 1.764 % TO PAR CALL CALLABLE 04/01/27 AT 100.000 | Purchase | 01/25/2022 | $50,001 - $100,000 |
3 | 1.60 MERCK & CO INC NEW SENIOR UNSECURED DUE 06/10/2027 01.700% JD 10 SOLICITED SOLD PURSUANT TO REGISTRATION STATEMENT OR WHERE PROSPECTUS OTHERWISE REQUIRED | Purchase | 01/25/2022 | $50,001 - $100,000 |
4 | 1.39 WELLS FARGO & CO | Sale | 03/08/2022 | $15,001 - $50,000 |
5 | 5.18 BERKSHIRE HATHAWAY FINANCE SENIOR UNSECURED NOTES DUE 3/12/2030 01.850% MS 12 SOLICITED YIELD 2.243 % TO MATURITY YIELD 2.255 % TO PAR CALL CALLABLE 12/12/29 AT 100.000 | Purchase | 01/25/2022 | $50,001 - $100,000 |
6 | 5.17 APPLE INC SENIOR UNSECURED NOTE DUE 08/05/2028 1.4% | Purchase | 01/25/2022 | $50,001 - $100,000 |
7 | 5.26 DUKE ENERGY CORP NEW SENIOR NOTES DUE 08/15/2027 03.150% FA 15 SOLICITED YIELD 3.202 % TO MATURITY YIELD 3.205 % TO PAR CALL CALLABLE 05/15/27 AT 100.000 | Purchase | 03/16/2022 | $50,001 - $100,000 |
8 | 5.27 FEDEX CORP SENIOR BANK NOTE DUE 02/15/2028 03.400% FA 15 SOLICITED YIELD 2.928 % PAR CALL YIELD 2.946 % TO MATURITY CALLABLE 11/15/27 AT 100.000 | Purchase | 03/17/2022 | $50,001 - $100,000 |
9 | 5.19 BRISTOL-MYERS SQUIBB CO DUE 11/13/2027 01.125% MN 13 SOLICITED YIELD 2.530 % TO MATURITY YIELD 2.571 % TO PAR CALL CALLABLE 09/13/27 AT 100.000 MARK UP $250.00 | Purchase | 03/17/2022 | $15,001 - $50,000 |
10 | 5.13 WELLS FARGO & CO SENIOR NOTES | Sale | 03/08/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SERIES NN - NBA LEAGUE-WIDE CREDIT FACILITY | $50,001 - $100,000 | 2003 | MATURING 6/7/2027 |
2 | FLOATING RATE REVOLVER - NBA LEAGUE-WIDE CREDIT FACILITY | $100,001 - $250,000 | 2008 | MATURING 6/17/2022 |
3 | SERIES CC - NBA LEAGUE-WIDE CREDIT FACILITY | $50,001 - $100,000 | 2008 | MATURING 6/7/2024 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 13.3 | 2021 BSV LP Schedule K-1 showed a loss. |
7 | 5 | ASSET IS HELD IN TRUST #3 |
7 | 6 | ASSET IS HELD IN TRUST #3 |
7 | 7 | ASSET IS HELD IN TRUST #3 |
7 | 8 | ASSET IS HELD IN TRUST #3 |
7 | 9 | ASSET IS HELD IN TRUST #3 |
7 | 10 | ASSET IS HELD IN TRUST #3 |
7 | 11 | ASSET IS HELD IN TRUST #6 |
7 | 12 | ASSET IS HELD IN TRUST #6 |
7 | 13 | ASSET IS HELD IN TRUST #6 |
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