Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/20/2023)
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 | Roth IRA #1 | |||
1.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $15,001 - $50,000 | 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 |
|---|---|---|---|---|
1 | Indiana University, Indianapolis, Indiana | Salary | ||
2 | "Federal Antitrust Law: A Treatise on the Antitrust Laws in the United States", LexisNexis Corporation, New York, NY (Publisher) (Value not readily ascertainable) | Royalties | $17,808 | |
3 | Rollover IRA | |||
3.1 | Vanguard Target Retirement 2040 Fund (VFORX) | $250,001 - $500,000 | None (or less than $201) | |
4 | Inherited IRA | Cash Distributions | $16,200 | |
4.1 | Vanguard Target Retirement 2030 Fund (VTHRX) | $250,001 - $500,000 | None (or less than $201) | |
4.2 | Vanguard Cash Reserves Federal Money Market Fund (VMRXX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Roth IRA #2 | |||
5.1 | Vanguard Target Retirement 2035 Fund (VTTHX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Indiana University 457B plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank (Cash): Total Checking | $1,001 - $15,000 | None (or less than $201) | |
2 | Parking Spot Rental Income, Indianapolis, IN (value not readily ascertainable) | Rental of Parking Spot | $400 | |
3 | Indiana 529 Plan | |||
3.1 | Target Date 2027 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Target Date 2030 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Target Date 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | VMRXX Vanguard Cash Reserves Federal Money Market Fund | $1,001 - $15,000 | $201 - $1,000 | |
5 | Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank (Cash): Savings #1 | $15,001 - $50,000 | Interest | $201 - $1,000 |
7 | U.S. Bank (Cash): Savings #2 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | Purchase | 12/30/2022 | $1,001 - $15,000 |
2 | Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) | Purchase | 12/29/2022 | $1,001 - $15,000 |
3 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | Purchase | 01/19/2022 | $1,001 - $15,000 |
4 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | Sale | 01/04/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Bank | $10,001 - $15,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | Rate was $400/year for 2021. |
8 | 1 | We have two credit cards with Chase Bank with a combined balance between $10,000 and $15,000: (1) one card has an interest rate of 20.74% and (2) one card has an interest rate of 17.99%. |
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