Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $4.6 M
Salary
- Unknown
Employment
- Started 12/06/2021
Financial Disclosure Details - OGE Form 278e (05/10/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Columbia Global Strategic Equity Fund Class A (NLGIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Vanguard Life Strategy Growth Fund (VASGX) | $15,001 - $50,000 | $201 - $1,000 |
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 | Corporate Flight Mgt dba Contour Aviation | Salary | ||
2 | Renasant Retirement Account | |||
2.1 | Renasant Retirement Plan Solutions | |||
2.1.1 | Federated INSTL High Yield Bond (FIHLX) | $1,001 - $15,000 | None (or less than $201) | |
2.1.2 | JP Morgan Equity Income (OIEJX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Washington, DC | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank accounts #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Investment Account - U - A | |||
3.1 | Artisan International Fund Class Advisor (APDIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Brandes Emerging Markets Value Fund Class I (BEMIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Columbia Global Equity Value Fund Class Institutional (CEVZX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Columbia Large Cap Growth Fund III Class Institutional (NFEPX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Eaton Vance Large Cap Value Fund Class I (EILVX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Goldman Sachs Mid Cap Value Fund (GSMCX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Wells Fargo Intrinsic Small Cap Value Fund Class Inst (WFSSX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Conagra Brands In | Sale | 01/21/2020 | $1,001 - $15,000 |
2 | Archer-Daniels-Midland Co (ADM) | Sale | 01/21/2020 | $1,001 - $15,000 |
3 | International Paper Co | Sale | 01/21/2020 | $1,001 - $15,000 |
4 | Dow Inc | Sale | 01/21/2020 | $1,001 - $15,000 |
5 | Walgreens Boots Alliance | Sale | 01/21/2020 | $1,001 - $15,000 |
6 | DuPont de Nemours Inc | Sale | 01/21/2020 | $1,001 - $15,000 |
7 | Philip Morris | Sale | 01/21/2020 | $1,001 - $15,000 |
8 | Uber Technologies | Purchase | 01/22/2020 | $1,001 - $15,000 |
9 | Pimco 1-5yr US TIPX IDX FD | Purchase | 01/22/2020 | $15,001 - $50,000 |
10 | Wells Fargo & Co New | Sale | 01/21/2020 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank | $250,001 - $500,000 | 2012 | 30 Year |
2 | Pilot Bank | $10,001 - $15,000 | 2013 | 10 Year |
3 | SDFCU | $15,001 - $50,000 | 2019 | HELOC |
4 | PennyMac | $250,001 - $500,000 | 2020 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4.1 | Exchange from Columbia Global Strategic Equity Fund Class A (NLGIX) |
6 | 5.24 | Raytheon Company and United Technologies Company merged on April 3, 2020. The new company is called Raytheon Technologies Corporation, trading as RTX. Carrier and Otis were spin-offs from this merger. |
6 | 5.25 | Raytheon Company and United Technologies Company merged on April 3, 2020. The new company is called Raytheon Technologies Corporation, trading as RTX. Carrier and Otis were spin-offs from this merger. |
6 | 5.37 | Raytheon Company and United Technologies Company merged on April 3, 2020. The new company is called Raytheon Technologies Corporation, trading as RTX. Carrier and Otis were spin-offs from this merger. |
6 | 5.38 | Raytheon Company and United Technologies Company merged on April 3, 2020. The new company is called Raytheon Technologies Corporation, trading as RTX. Carrier and Otis were spin-offs from this merger. |
6 | 6.2 | Asset sold in 2020. |
6 | 7.2 | Asset sold in 2020. |
6 | 8.5 | Asset sold in 2020. |
6 | 8.6 | Asset sold in 2020. |
6 | 8.9 | Asset sold in 2020. |
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