Estimated Net Worth
- $799 K - $2.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, D.C., District of Columbia | Adjunct Professor of Law | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Raymond James Roth IRA | |||
1.1 | First Trust Capital Strength ETF (FTCS) | $1,001 - $15,000 | None (or less than $201) | |
2 | Raymond James Account | |||
2.1 | Brighthouse Life Ins Co-Blic USA Series Xtra Var Non-Qualified | $250,001 - $500,000 | None (or less than $201) | |
3 | Raymond James IRA | |||
3.1 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | MFS Research Fund Class I Shares (MRFIX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Wasatch Small Cap Growth Fund Institutional Class Shares (WICVX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, D.C., District of Columbia | Listed as Adjunct Professor of Law on website; completed teaching Criminal Law course (Spring 2021); no additional courses presently scheduled. | 8/2017 | |
2 | IGI (Investigative Group International, Inc.) | Washington, D.C., District of Columbia | Fidelity 401(k) - no further contributions made following termination of employment. | 11/2017 |
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 | Gallagher & Associates | Salary and bonus | ||
2 | Raymond James Roth IRA | |||
2.1 | First Trust Capital Strength ETF (FTCS) | $1,001 - $15,000 | None (or less than $201) | |
3 | Gallagher & Associates LLC 401K Retirement Plan | |||
3.1 | American Funds 2045 Target Date Retirement Fund Class R3 Shs (RCHTX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash accounts) | $15,001 - $50,000 | None (or less than $201) | |
2 | Washington DC 529 College Savings Plan | |||
2.1 | DC College Savings 2028 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Washington DC 529 College Savings Plan | None (or less than $201) | ||
3.1 | DC College Savings 2028 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | Virginia 529 College Savings Plan | None (or less than $201) | ||
4.1 | Virginia 529 Total Stock Market Index (#1) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Virginia 529 Total Stock Market Index (#2) | $50,001 - $100,000 | None (or less than $201) | |
4.3 | Virginia 529 Total Bond Market Index (#1) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Virginia 529 Total Bond Market Index (#2) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ClearBridge Dividend Strategy Fund Class A Shares (SOPAX) | Purchase | 12/20/2023 | $1,001 - $15,000 |
2 | ClearBridge Dividend Strategy Fund Class A Shares (SOPAX) | Purchase | 12/20/2023 | $1,001 - $15,000 |
3 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | Purchase | 05/02/2023 | $1,001 - $15,000 |
4 | WICVX | Sale | 05/02/2023 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 05/02/2023 | $1,001 - $15,000 |
6 | Eaton Vance Atlanta Capital SMID-Cap Fund Class I Shares (EISMX) | Purchase | 05/02/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Thrift Savings Plan | $15,001 - $50,000 | 2022 | 60 months |
2 | Thrift Savings Plan | $15,001 - $50,000 | 2023 | 60 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Concluded teaching in Spring 2021. No courses taught during 2023. |
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