Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.7 M
Salary
- Unknown
Employment
- Started 03/10/2022
Records
Financial Disclosure Details - OGE Form 278e (02/23/2018)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Albuquerque, NM, USA | Trustee | Present | |
2 | Alexandria, VA, USA | Grantor and Trustee | Present |
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 |
|---|---|---|---|---|
1 | Dallas, TX, USA | Continuing participation in Employee Benefit Plan: Defined Benefit Plan, Entitled to $280.97 per month starting at age 65 | 06/1985 |
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 | State Department Federal Credit Union (cash) | $100,001 - $250,000 | Interest | |
2 | USAA Federal Savings Bank (cash) | $1,001 - $15,000 | ||
3 | USAA Universal Life | $15,001 - $50,000 | ||
4 | IBM, defined benefit plan | Eligible a mo at 65 | ||
5 | Vanguard Emerging Markets Index Fund | $50,001 - $100,000 | Dividends | |
6 | Vanguard Total Stock Market Index Fund | $100,001 - $250,000 | Dividends | |
7 | Vanguard Prime Money Market Fund | $50,001 - $100,000 | Dividends | |
8 | Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | Dividends | |
9 | Vanguard Prime Money Market Fund | $1,001 - $15,000 | ||
10 | Vanguard Total International Stock Market Index Fund | $1,001 - $15,000 | Dividends |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Brighthouse Financial | exchange | 08/04/2017 | $1,001 - $15,000 |
2 | Vanguard 529 Age Based 10% Stock/90% Bond Fund | sale | 09/18/2017 | $1,001 - $15,000 |
3 | Vanguard 529 Age Based Income Fund | exchange | 03/17/2017 | $100,001 - $250,000 |
4 | Vanguard International Explorer Fund (VINEX) | purchase | 12/18/2017 | $1,001 - $15,000 |
5 | Vanguard REIT Index Fund (VGSLX) | purchase | 12/20/2017 | $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 |
|---|---|---|
Nothing reported in this section | ||
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