Estimated Net Worth
- $756 K - $1.9 M
Salary
- Unknown
Employment
- Started 05/01/2023
Records
Financial Disclosure Details - OGE Form 278e (04/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Raleigh, North Carolina | Special Assistant | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NC Teachers & State Employees Retirement System 401(a) defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
2 | Fidelity IRA (cash only) | $1,001 - $15,000 | None (or less than $201) | |
3 | State of North Carolina Dept of Environmental Quality | Salary | $69,915 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Raleigh, North Carolina | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2013 |
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 | Citrix Systems | salary, bonus | ||
2 | Rollover IRA | |||
2.1 | iShares Core US Aggregate Bond ETF (AGG) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Schwab US Large-Cap ETF (SCHX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Small-Cap Index Fund ETF (VB) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Mid-Cap Index Fund ETF (VO) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | Fidelity FDIC-insured deposit sweep (cash only) | $15,001 - $50,000 | None (or less than $201) | |
3 | ROTH IRA | |||
4 | Cisco Systems, 401(k) plan | |||
4.1 | PIMCO Total Return Fund Institutional Class (PTTRX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rented Primary Residence | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. financial institution Checking/Savings | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Earnest | $15,001 - $50,000 | 2004 | 5 years |
2 | Earnest | $50,001 - $100,000 | 2015 | 15 years |
3 | Fifth/Third Bank | $250,001 - $500,000 | 2016 | 30 years |
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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