Estimated Net Worth
- $486 K - $1.3 M
Salary
- Unknown
Employment
- Started 09/18/2020
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 | Rollover IRA | |||
1.1 | Parnassus Mid Cap Growth Fund - Investor (PARNX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $100,001 - $250,000 | $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 | Rollover IRA (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
2 | Inherited IRA | $50,001 - $100,000 | None (or less than $201) | |
2.1 | T Rowe Price Mid-Cap Growth Fund (RPMGX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | 353174FX8 Franklin OH Conv Fac REV 6.64% 12/01/2042 Taxable | $1,001 - $15,000 | Interest | None (or less than $201) |
2.3 | 544646ZR6 Los Angeles CA Usd GO 6.758% 07/01/2034 Taxable | $15,001 - $50,000 | Interest | $201 - $1,000 |
2.4 | Cash | $1,001 - $15,000 | Interest | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Silver Spring, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Brokerage Account | |||
2.1 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
3 | Maryland College Investment Plan | |||
3.1 | Balanced portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Portfolio 2030 | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Portfolio 2033 | $15,001 - $50,000 | None (or less than $201) | |
4 | Maryland College Investment Plan | |||
4.1 | Balanced Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Portfolio 2027 | $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 | Newrez LLC dba Shellpoint Mortgage Servicing | $100,001 - $250,000 | 2021 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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