Estimated Net Worth
- $269 K - $785 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/14/2022)
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 | Schwab 1000 Index | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
3 | CREF Traditional | $1,001 - $15,000 | $201 - $1,000 | |
4 | CREF Stock | $1,001 - $15,000 | $201 - $1,000 | |
5 | CREF Growth | $1,001 - $15,000 | $201 - $1,000 | |
6 | CREF Global Equities | $1,001 - $15,000 | $1,001 - $2,500 |
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 | World Learning, Inc. | Salary | ||
2 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
3 | CREF Stock R2 | $50,001 - $100,000 | None (or less than $201) | |
4 | CREF Growth R2 | $15,001 - $50,000 | None (or less than $201) | |
5 | CREF Global Equity R2 | $15,001 - $50,000 | None (or less than $201) | |
6 | TIAA Real Estate | $15,001 - $50,000 | None (or less than $201) | |
7 | MFS Global Fund | $1,001 - $15,000 | None (or less than $201) | |
8 | Newport Group Retirement Account | $1,001 - $15,000 | None (or less than $201) | |
9 | 403(b)(7) Retirement Account | |||
9.1 | Vanguard Balanced Income Fund | $100,001 - $250,000 | $2,501 - $5,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | BB&T Corp (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | BB&T | $500,001 - $1,000,000 | 2019 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Filer has recusal for World Learning on file |
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