Observations
  • Millionaire
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $2.9 M - $7.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/18/2021)

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
Morgan Stanley Portfolio Management IRA
1.1
ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF (IGIB)
$50,001 - $100,000
None (or less than $201)
1.2
ISHARES TRUST TIPS BOND ETF (TIP)
$50,001 - $100,000
None (or less than $201)
1.3
VANGUARD GROWTH ETF (VUG)
$250,001 - $500,000
None (or less than $201)
1.4
VANGUARD MID-CAP ETF (VO)
$100,001 - $250,000
None (or less than $201)
1.5
VANGUARD SMALL CAP ETF (VB)
$100,001 - $250,000
None (or less than $201)
1.6
VANGUARD VALUE ETF (VTV)
$250,001 - $500,000
None (or less than $201)
1.7
ISHARES INTL AGGREGATE BOND (IAGG)
$50,001 - $100,000
None (or less than $201)
1.8
ISHARES JP MORGAN EM BOND ETF (EMB)
$50,001 - $100,000
None (or less than $201)
1.9
SPDR BBG BARC HIGH YIELD BND (JNK)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Phoenix, Arizona
Pursuant to an Executive Change in Control & Severance Benefits Agreement with US Airways Group, Inc. & US Airways, Inc., my family and I receive lifetime flight privileges on American Airlines.
1/2014

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
Morgan Stanley Portfolio Management IRA
1.1
ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF (IGIB)
$15,001 - $50,000
None (or less than $201)
1.2
ISHARES TIPS BOND ETF (TIP)
$15,001 - $50,000
None (or less than $201)
1.3
VANGUARD GROWTH ETF (VUG)
$100,001 - $250,000
None (or less than $201)
1.4
VANGUARD MID-CAP ETF (VO)
$50,001 - $100,000
None (or less than $201)
1.5
VANGUARD SMALL CAP ETF (VB)
$50,001 - $100,000
None (or less than $201)
1.6
VANGUARD VALUE ETF (VTV)
$100,001 - $250,000
None (or less than $201)
1.7
ISHARES INTL AGGREGATE BOND (IAGG)
$15,001 - $50,000
None (or less than $201)
1.8
ISHARES JP MORGAN EM BOND ETF (EMB)
$15,001 - $50,000
None (or less than $201)
1.9
SPDR BBG BARC HIGH YIELD BND (JNK)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Morgan Stanley Portfolio Management Basic Securities Account
1.1
ISHARES INTL AGGREGATE BOND (IAGG)
$15,001 - $50,000
$201 - $1,000
1.2
ISHARES JP MORGAN EM BOND ETF (EMB)
$15,001 - $50,000
$1,001 - $2,500
1.3
ISHARES TIPS BOND ETF (TIP)
$50,001 - $100,000
$201 - $1,000
1.4
VANGUARD GROWTH ETF (VUG)
$100,001 - $250,000
$1,001 - $2,500
1.5
VANGUARD MID-CAP ETF INDEX (VO)
$100,001 - $250,000
$1,001 - $2,500
1.6
VANGUARD SMALL CAP ETF (VB)
$100,001 - $250,000
$1,001 - $2,500
1.7
VANGUARD VALUE ETF INDEX (VTV)
$100,001 - $250,000
$5,001 - $15,000
1.8
FIRST TRUST MANAGED MUNICIPA (FMB)
$100,001 - $250,000
$1,001 - $2,500
1.9
ISHARES CORE MSCI EAFE ETF (IEFA)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
VANGUARD GROWTH ETF (VUG)
Sale
02/11/2020
$15,001 - $50,000
2
ISHARES TRUST TIPS BOND ETF (TIP)
Sale
03/11/2020
$1,001 - $15,000
3
COLUMBIA FLOATING RATE INST (CFRZX)
Sale
03/11/2020
$1,001 - $15,000
4
ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF (IGIB)
Sale
03/11/2020
$15,001 - $50,000
5
ISHARES JP MORGAN EM BOND ETF (EMB)
Sale
03/11/2020
$1,001 - $15,000
6
ISHARES INTL AGGREGATE BOND (IAGG)
Sale
03/11/2020
$1,001 - $15,000
7
SPDR BBG BARC HIGH YIELD BND (JNK)
Sale
03/11/2020
$1,001 - $15,000
8
VANGUARD GROWTH ETF (VUG)
Sale
08/03/2020
$15,001 - $50,000
9
VANGUARD REAL ESTATE ETF (VNQ)
Sale
08/03/2020
$50,001 - $100,000
10
SPDR BBG BARC HIGH YIELD BND (JNK)
Sale
08/11/2020
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PHH Mortgage Corportataion
$500,001 - $1,000,000
2013
30 Years
2
Chase Card Services
$10,001 - $15,000
1998
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
1
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
2
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
3
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
4
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
5
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
6
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
7
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
8
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
9
Holding within Morgan Stanley Portfolio Management IRA (Self)
7
10
Holding within Morgan Stanley Portfolio Management IRA (Self)

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