Estimated Net Worth
- $337 K - $880 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (08/14/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | unincorporated Jefferson County, Colorado | Volunteer Community Member | 10/2021 | |
2 | Denver, Colorado | Board Member | 10/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Charles Schwab Contributory IRA | |||
1.1 | Commerce Bond Fund (CFBNX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Dodge & Cox Income Fund (DODIX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Performance Trust Strategic Bond Fund (PTIAX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | PIMCO Income Fund Institutional Class (PIMIX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | American Funds New Perspective Fund® Class F-3 (FNPFX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class I (MPAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Morgan Stanley Inst Global Opp I (MGGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | PRIMECAP Odyssey Aggressive Growth Fund (POAGX) | $50,001 - $100,000 | None (or less than $201) |
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 | State Farm, whole life | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
1 | 1 | Filer provides that duration of position was no more than one day from the date of appointment to resignation. JFM |
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