Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $11.1 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Falls Church, Virginia | Assistant General Counsel | 2/2022 | |
2 | Circle Yoga | Washington, District of Columbia | Yoga Teacher | 7/2022 |
3 | Bethesda, Maryland | Co-trustee | Present | |
4 | Boys & Girls Club of Greater Washington, Fairfax County | Falls Church, Virginia | Board Member | 2/2022 |
5 | Circle Yoga | Washington, District of Columbia | Board Member | 9/2022 |
6 | D.C. Circuit Historical Society | Washington, District of Columbia | Board Member | 1/2023 |
7 | Assistant United States Attorney Association of the District of Columbia | Washington, District of Columbia | Board Member | Present |
8 | Boys & Girls Club of Greater Washington, Washington DC | Washington DC, District of Columbia | Board Member | 7/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Circle Yoga | Instructor Fees | $1,176 | |
2 | Inherited IRA | |||
2.1 | AB LARGE CAP GROWTH ADVISOR CLASS | $1,001 - $15,000 | None (or less than $201) | |
2.2 | FIDELITY ADVISOR STK SELECTR SMAL CP CL Z | $1,001 - $15,000 | None (or less than $201) | |
2.3 | ALPHACENTRIC INCOME OPPORTUNITIES CL I | $1,001 - $15,000 | None (or less than $201) | |
2.4 | JANUS HENDERSON GLOB TECH & INNOV I | $1,001 - $15,000 | None (or less than $201) | |
2.5 | DELAWARE IVY MID CAP INC OPPORTUNITIES I | $1,001 - $15,000 | None (or less than $201) | |
2.6 | DAVIS FINANCIAL FUND CLASS Y | $1,001 - $15,000 | None (or less than $201) | |
2.7 | VANGUARD EQUITY INCOME ADMIRAL FD | $1,001 - $15,000 | None (or less than $201) | |
2.8 | FIDELITY ADVISOR OVERSEAS CL I | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Oakland, California | I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 4/2006 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Falls Church, Virginia | Legal services for corporation. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | SEP IRA | |||
1.1 | FIDELITY GOVERNMENT CASH RESERVES | None (or less than $1,001) | None (or less than $201) | |
1.2 | VANGUARD DIVIDEND GROWTH INVESTOR CL | None (or less than $1,001) | None (or less than $201) | |
1.3 | JANUS HENDERSON MULTI-SECTOR INCME I | None (or less than $1,001) | None (or less than $201) | |
1.4 | BARON EMERGING MARKETS FUND INSTL | None (or less than $1,001) | None (or less than $201) | |
1.5 | EVENTIDE HEALTHCARE AND LIFE SCIENCES I | None (or less than $1,001) | None (or less than $201) | |
1.6 | DELAWARE IVY MID CAP INC OPPORTUNITIES I | None (or less than $1,001) | None (or less than $201) | |
1.7 | FIDELITY ADVISOR STK SELECTR SMAL CP CL Z | None (or less than $1,001) | None (or less than $201) | |
1.8 | DAVIS FINANCIAL FUND CLASS Y | None (or less than $1,001) | None (or less than $201) | |
1.9 | FIDELITY ADVISOR REAL ESTATE INCOME Z | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland College Savings Plan | |||
1.1 | Portfolio 2027 | $100,001 - $250,000 | None (or less than $201) | |
2 | Nationwide, Variable Annuity | Cash Distribution | $9,608 | |
2.1 | American Funds New World | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity VIP Disciplined Small Cap | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity VIP Overseas | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Funds Bond Fund of America | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Invesco V.I. Government Money Market | $1,001 - $15,000 | None (or less than $201) | |
2.6 | PIMCO VIT Total Return | $15,001 - $50,000 | None (or less than $201) | |
2.7 | T. Rowe Price Blue Chip Growth | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cross Country Mortgage | $250,001 - $500,000 | 2021 | 30 |
2 | Cross County Mortgage | $100,001 - $250,000 | 2021 | 30 |
3 | Shellpoint Mortgaging Services | $1,000,001 - $5,000,000 | 2021 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
3 | 1 | All holdings within this plan are below the reporting thresholds. |
5 | 1.5 | $187 Market Value |
5 | 1.8 | $148 Market Value |
5 | 3 | This consulting business is held by the revocable trust reported at Part 6, Item 3. |
6 | 3 | Intel Led Analytics LLC at Part 5, Item 3 is also held by this trust. |
8 | 1 | Prior loan was financed through BB&T Bank. Loan was paid off when current mortgage was refinanced. |
8 | 2 | Prior loan was financed through Chase Bank. Loan was paid off when current mortgage was refinanced. |
8 | 3 | Prior loan was financed through BB&T Bank. Loan was paid off when current mortgage was refinanced. |
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