Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.9 M
Salary
- Unknown
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/09/2022)
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 | Roth IRA | $1,001 - $15,000 | None (or less than $201) | |
1.1 | USAA 500 Index Fund Member Shares (USSPX) | $1,001 - $15,000 | 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 |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | MedStar (Washington Hospital Center, etc.) (Physician/hospital) | salary | ||
2 | Palisades Eye Surgery Center, Bethesda, MD (Physician - hospital) | salary | ||
3 | SEP-IRA | |||
3.1 | Fidelity Government Money Market Fund (SPAXX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | SPDR Gold MiniShares Trust (GLDM) | $100,001 - $250,000 | None (or less than $201) | |
4 | MedStar 403(B) | |||
4.1 | Fidelity Freedom® 2035 Fund Class K (FSNUX) | $500,001 - $1,000,000 | None (or less than $201) | |
5 | MEDSTAR 457(B) | |||
5.1 | Fidelity Freedom® 2035 Fund Class K (FSNUX) | $100,001 - $250,000 | None (or less than $201) | |
6 | ROTH IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Energy Index Fund ETF Class Shares (VDE) | $1,001 - $15,000 | None (or less than $201) | |
2 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Maryland 529 account #1 - College Investment Plan Portfolio 2021 | $50,001 - $100,000 | None (or less than $201) | |
4 | Maryland 529 account #2 - College Investment Plan Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) | |
5 | Maryland 529 #3 - College Investment Plan Portfolio 2027 | $100,001 - $250,000 | None (or less than $201) | |
6 | U.S. financial institution checking account | $1,001 - $15,000 | None (or less than $201) | |
7 | Fidelity UTMA Account (DC) | $15,001 - $50,000 | None (or less than $201) | |
7.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | |
7.2 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
7.3 | SPDR S&P MidCap 400 ETF (MDY) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 1 | ROTH IRA |
6 | 10 | Spouse has a 17% interest in this limited partnership, in which her mother has a controlling interest. Values reflected in the partnership are the 17% interest and are not the total values of the assets. |
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