Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.7 M - $3.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/13/2022)

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
Miller and Chevalier Chartered 401K
1.1
Vanguard 500 Index Fund (VFIAX)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Target Retirement 2040 Fund (VFORX)
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation in 2006.
11/2004
2
Chicago, Illinois
I no longer participate in this defined contribution plan - all funds rolled over into the TSP. The plan sponsor had not made contributions since my separation in 2007.
8/2006

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
DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65
None (or less than $201)
2
401K
2.1
American Funds 2035 Target Date Retirement Fund (RFFTX)
$100,001 - $250,000
None (or less than $201)
2.2
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
None (or less than $201)
3
Roth IRA
3.1
T. Rowe Price Retirement 2040 Fund (TRRDX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, San Francisco, CA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
Globe Life Liberty National Division whole life insurance policies
$50,001 - $100,000
None (or less than $201)
3
U.S. Bank #1 (cash account)
$100,001 - $250,000
Interest
$201 - $1,000
4
U.S. Bank #2 (cash account)
$250,001 - $500,000
Interest
$201 - $1,000
5
investment account #1
5.1
T. Rowe Price Growth Stock Fund (PRGFX)
$100,001 - $250,000
$5,001 - $15,000
5.2
T. Rowe Price International Value Equity Fund (TRIGX)
$50,001 - $100,000
$1,001 - $2,500
5.3
T. Rowe Price Retirement 2040 Fund (TRRDX)
$50,001 - $100,000
$5,001 - $15,000
6
Franklin Mutual Quest Fund (MQIFX)
$50,001 - $100,000
$1,001 - $2,500
7
investment account #2

Transactions

#
Description
Type
Date
Amount
1
Miller and Chevalier 401K: American Funds EuroPacific Growth Fund (RERGX)
Sale
12/21/2021
$15,001 - $50,000
2
Miller and Chevalier 401K: Harbor Capital Appreciation Fund (HACAX)
Sale
12/21/2021
$15,001 - $50,000
3
Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund (MWTRX)
Sale
12/21/2021
$1,001 - $15,000
4
Miller and Chevalier 401K: Vanguard 500 Index Fund (VFIAX)
Sale
12/21/2021
$15,001 - $50,000
5
Miller and Chevalier 401K: Vanguard Target Retirement 2040 Fund (VFORX)
Sale
12/21/2021
$15,001 - $50,000
6
Baker & MacKenzie 401K: BlackRock Equity Index Fund (WBREOX)
Sale
12/29/2021
$15,001 - $50,000
7
Baker & MacKenzie 401K: Russell Investments Global Balanced Fund
Sale
12/29/2021
$1,001 - $15,000
8
Baker & MacKenzie 401K: Russell Investments Intermediate Term Bond Fund
Sale
12/29/2021
$1,001 - $15,000
9
Baker & MacKenzie 401K: Russell Investments Non-U.S. Equity Fund
Sale
12/29/2021
$1,001 - $15,000
10
Baker & MacKenzie 401K: Russell Investments Real Asset Fund
Sale
12/29/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2013
30 years
2
Wells Fargo
$250,001 - $500,000
2007
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1.1
Remainder after rollover to the TSP due to error by 401K administrator.
2
1.2
Remainder after rollover to the TSP due to error by 401K administrator.
7
1
rollover to TSP
7
2
rollover to TSP
7
3
rollover to TSP
7
4
rollover to TSP
7
5
rollover to TSP
7
6
rollover to TSP
7
7
rollover to TSP
7
8
rollover to TSP

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