Estimated Net Worth
- $723 K - $2.8 M
Salary
- Unknown
Records
- OGE Form 278e (05/08/2023)
- OGE Form 278t (03/24/2023)
- OGE Form 278t (01/11/2023)
- OGE Form 278t (12/10/2022)
- OGE Form 278e (05/12/2022)
- OGE Form 278t (09/22/2021)
- OGE Form 278t (07/22/2021)
- OGE Form 278t (06/14/2021)
- OGE Form 278e (05/06/2021)
- OGE Form 278t (02/19/2021)
- OGE Form 278t (02/12/2021)
- OGE Form 278t (12/04/2020)
- OGE Form 278t (10/22/2020)
- OGE Form 278t (10/05/2020)
- OGE Form 278t (09/23/2020)
- OGE Form 278t (09/22/2020)
- OGE Form 278t (07/02/2020)
- OGE Form 278t (06/17/2020)
- OGE Form 278t (06/01/2020)
- OGE Form 278t (05/20/2020)
- OGE Form 278t (05/04/2020)
- OGE Form 278e (03/16/2020)
- OGE Form 278t (03/16/2020)
- OGE Form 278t (10/23/2019)
- OGE Form 278t (09/03/2019)
- OGE Form 278t (08/08/2019)
- OGE Form 278e (05/15/2019)
- OGE Form 278t (08/11/2018)
- OGE Form 278e (05/14/2018)
Financial Disclosure Details - OGE Form 278e (05/08/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | TEK Family Trust | Chantilly, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Fidelity Magellan | $15,001 - $50,000 | None (or less than $201) | |
2 | Apple Computers | $1,001 - $15,000 | Dividends | None (or less than $201) |
3 | Chubb | $1,001 - $15,000 | Dividends | None (or less than $201) |
4 | Cisco Systems | $1,001 - $15,000 | Dividends | None (or less than $201) |
5 | Coca Cola | $15,001 - $50,000 | Dividends | $201 - $1,000 |
6 | IBM | $1,001 - $15,000 | Dividends | $201 - $1,000 |
7 | Schlumberger | $1,001 - $15,000 | Dividends | None (or less than $201) |
8 | Ishares MSCI Canada Index | $1,001 - $15,000 | None (or less than $201) | |
9 | Invesco QQQ | $15,001 - $50,000 | $201 - $1,000 | |
10 | American Century Ginnie Mae Fund | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Series I Govt Savings Bonds | $1,001 - $15,000 | None (or less than $201) | |
2 | Virginia 529 | cash payments | $65,137 | |
2.1 | Stable Value | $1,001 - $15,000 | None (or less than $201) | |
2.2 | 2021 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.3 | 2024 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | JFCU Checking and Savings Accounts | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Mass Mutual Whole Life Insurance | $50,001 - $100,000 | None (or less than $201) | |
5 | Mass Mutual Whole Life Insurance | $50,001 - $100,000 | None (or less than $201) | |
6 | TD Ameritrade- Beneficiary IRA | cash distribution | $45,000 | |
6.1 | Amicus Therapeutics, Inc. - Common Stock (FOLD) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Swedish Export Credit Corp | Sale | 10/24/2022 | $1,001 - $15,000 |
2 | Turquoise Hill Res LTD | Sale | 12/27/2022 | $1,001 - $15,000 |
3 | Virginia 529 2018 Portfolio | Sale | 01/03/2022 | $1,001 - $15,000 |
4 | Virginia 529 2018 Portfolio | Purchase | 03/21/2022 | $1,001 - $15,000 |
5 | Virginia 529 2021 Portfolio | Sale | 01/06/2022 | $15,001 - $50,000 |
6 | Virginia 529 2021 Portfolio | Sale | 08/02/2022 | $15,001 - $50,000 |
7 | Virginia 529 2021 Portfolio | Sale | 08/22/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I became the trustee upon the death of a family member. |
6 | 2.1 | On 12/30/2022 the portfolio was automatically transitioned from the 2018 Portfolio to the Stable Value Portfolio. |
6 | 6 | I acquired this beneficiary IRA upon the death of a family member in October 2019. |
6 | 7 | Became beneficiary upon death of family member in October 2019 |
6 | 7.2 | The BB&T Bank account went to escheatment. I will be filing a claim. |
7 | 1 | This was a bond that had reached maturity and was redeemed by the issuer. I did not have knowledge of this transaction at the time it occurred. While the transaction was reported to me in my monthly account statement sent by email November 2, 2022, the email went to spam and I did not realize it was there until I was going through the spam email box today. |
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