Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.6 M
Salary
- Unknown
Employment
- Started 08/02/2022
Financial Disclosure Details - OGE Form 278e (04/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Spouse Irrevocable Trust | McLean, Virginia | Trustee | Present |
2 | Spouse Revocable Living Trust | McLean, Virginia | Trustee | Present |
3 | Annie Caputo Revocable Living Trust | McLean, Virginia | Trustee | Present |
4 | Blackmere Consulting | Idaho Falls, Idaho | independent contractor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PIMCO Income Fund Institutional Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | T Rowe Price Floating Rate I | $15,001 - $50,000 | None (or less than $201) | |
3 | DOUBLELINE FDS TR TTL RTN BD I | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. brokerage (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | FEDERATED HERMES TOTAL RETURN BOND FUND INSTITUTIONAL SHARES | $50,001 - $100,000 | None (or less than $201) | |
6 | GUGGENHEIM CORE BONDS FDS TR | $50,001 - $100,000 | None (or less than $201) | |
7 | Blackmere Consulting (Talent agency) | Consulting Fees | $24,780 | |
8 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $50,001 - $100,000 | None (or less than $201) |
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 |
|---|---|---|---|
1 | Idaho Falls, Idaho | As an independent contractor with Blackmere Consulting, I provided personal consulting services to Battelle Energy Alliance, the manager of Idaho National Laboratory | |
2 | Blackmere Consulting | Idaho Falls, Idaho | As an independent contractor with Blackmere Consulting, I provided personal consulting services to Battelle Energy Alliance, the manager of Idaho National Laboratory |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Balfour Beatty Military Housing Management LLC (real estate) | salary, bonus | ||
2 | Habitat Executives LLC #1 (real estate) | None (or less than $201) | ||
2.1 | Residential real estate #1, Chicago IL | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Residential real estate #2, Chicago IL | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Residential real estate #3, Chicago IL | $1,001 - $15,000 | None (or less than $201) | |
3 | PIMCO Income Fund Institutional Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | T Rowe Price Floating Rate I | $100,001 - $250,000 | None (or less than $201) | |
5 | DOUBLELINE FDS TR TTL RTN BD I | $100,001 - $250,000 | None (or less than $201) | |
6 | U.S. brokerage (cash) | $500,001 - $1,000,000 | None (or less than $201) | |
7 | FEDERATED HERMES TOTAL RETURN BOND FUND INSTITUTIONAL SHARES | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank Account - cash | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia 529 Education Savings Plan 2024 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | Virginia 529 Education Savings Portfolio 2027 | $50,001 - $100,000 | None (or less than $201) | |
4 | Virginia 529 Education Savings Plan 2024 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
5 | Virginia 529 Education Savings Plan 2027 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
6 | America Movil - AMOV | None (or less than $1,001) | Capital Gains Dividends | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | CNC Funding | $250,001 - $500,000 | 2021 | 30 years |
2 | Wells Fargo | $250,001 - $500,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This trust has been established for estate planning purposes and currently does not contain any assets |
1 | 2 | This trust has been established for estate planning purposes and currently does not contain any assets |
1 | 3 | This trust has been established for estate planning purposes and currently does not contain any assets |
5 | 2 | Habitat Executives LLC #1 was formed for the purpose of acquiring and owning partnership interests in rental properties managed by The Habitat Company, a developer and manager of multi-family properties consisting of market-rate apartments, condominiums, public housing, affordable housing, and commercial properties in Chicago, IL. My spouse owns a 5% Member interest. |
8 | 2 | My spouse and I refinanced in 2021 and this mortgage was paid in full |
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