Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.1 M
Salary
- Unknown
Records
- OGE Form 278e (05/15/2024)
- OGE Form 278t (11/24/2023)
- OGE Form 278t (10/20/2023)
- OGE Form 278t (09/22/2023)
- OGE Form 278t (08/30/2023)
- OGE Form 278t (07/21/2023)
- OGE Form 278t (06/16/2023)
- OGE Form 278e (05/12/2023)
- OGE Form 278t (04/24/2023)
- OGE Form 278t (03/24/2023)
- OGE Form 278t (02/24/2023)
- OGE Form 278t (01/27/2023)
- OGE Form 278t (12/29/2022)
- OGE Form 278t (12/28/2022)
- OGE Form 278t (11/25/2022)
- OGE Form 278t (10/28/2022)
- OGE Form 278t (09/23/2022)
- OGE Form 278t (08/30/2022)
- OGE Form 278e (05/15/2022)
Financial Disclosure Details - OGE Form 278e (05/15/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Dominion Resources Inc | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | Emerson Electric Co | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
3 | Virginia Prepaid Education Program - 2006 - education fund | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | U of Alaska Prepaid College Savings Plan 2024 - education fund | $1,001 - $15,000 | $201 - $1,000 | |
5 | Virginia 529 2024 Portfolio - education fund | $50,001 - $100,000 | $2,501 - $5,000 | |
6 | US bank 1 (cash) - savings account | None (or less than $1,001) | None (or less than $201) | |
7 | US bank 1 (cash) - checking account | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard UGMA Star Investor | $1,001 - $15,000 | None (or less than $201) | |
9 | Fidelity SAI High Income Bond Fund (FSHGX) | $1,001 - $15,000 | $201 - $1,000 | |
10 | Fidelity International Capital Appreciation Fund (FIVFX) | $1,001 - $15,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity SAI Inflation-Focused Fund (FIFGX) to Fidelity Money Market Premium Class (FZDXX) | Sale | 01/11/2023 | $1,001 - $15,000 |
2 | Fidelity Advisors Strategic Emerging Markets (FGOMX) to Fidelity Money Market Premium Class (FZDXX) | Sale | 01/11/2023 | $1,001 - $15,000 |
3 | Fidelity SAI US Momentum Index Fund (FUMIX) to Fidelity Money Market Premium Class (FZDXX) | Sale | 01/17/2023 | $1,001 - $15,000 |
4 | Fidelity Money Market Fund Premium Class (FZDXX) Fidelity SAI Tax Free Bond Fund (FSAJX) | Purchase | 01/17/2023 | $1,001 - $15,000 |
5 | Fidelity Money Market Fund Premium Class (FZDXX) to Fidelity Conservative Income Municipal Bond Fund (FMNDX) | Purchase | 01/17/2023 | $1,001 - $15,000 |
6 | Fidelity Magellan Fund (FMAGX) to Fidelity Money Market Premium Class (FZDXX) | Sale | 02/17/2023 | $1,001 - $15,000 |
7 | Fidelity Money Market Fund Premium Class (FZDXX) to Fidelity Conservative Income Muni BD CL I (FMNDX) | Purchase | 02/17/2023 | $1,001 - $15,000 |
8 | Fidelity SAI Tax-Free Bond Fund (FSAJX) to Fidelity Money Market Premium Class (FZDXX) | Sale | 02/17/2023 | $1,001 - $15,000 |
9 | Fidelity Money Market Fund Premium Class (FZDXX) to Fidelity SAI Municipal Income Fund (FSMNX) | Purchase | 02/17/2023 | $1,001 - $15,000 |
10 | Emerson Electric Co. (EMR) | Sale | 03/10/2023 | $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 |
|---|---|---|
6 | 14 | stock code changed from SAHMX |
6 | 17 | stock code changed from FSHBX |
6 | 34 | stock code changed from FZILY |
6 | 66 | Apple stock |
7 | 10 | dividend |
7 | 11 | reinvestment |
7 | 12 | dividend |
7 | 13 | reinvestment |
7 | 28 | second of two purchases |
7 | 29 | reinvestment of dividends |
Do you have information about Karen Nies Vogel that is missing from this database?
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