Estimated Net Worth
- $551 K - $1.2 M
Salary
- Unknown
Employment
- Started 12/06/2020
Financial Disclosure Details - OGE Form 278e (04/25/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Military Officers Association of America | Alexandria, Virginia | Member, Board of Directors | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Calvert Long-Term Income Fund Class I Shares (CLDIX) | $1,001 - $15,000 | Capital Gains | |
2 | iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | Capital Gains | |
3 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | Capital Gains | |
4 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | Capital Gains | |
5 | Putnam Fixed Income Absolute Return Fund Class Y Shares (PYTRX) | $1,001 - $15,000 | Capital Gains | |
6 | Vanguard Mid-Cap Index Fund; EFT | $1,001 - $15,000 | Capital Gains |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | AMEX Money Market | $500,001 - $1,000,000 | $15,001 - $50,000 | |
2 | Fidelity IRA BDA | $15,001 - $50,000 | Required Monthly Distributions | $8,016 |
3 | Allianz Annuity | $15,001 - $50,000 | Required inheritance distribution over 60 months. | $809 |
4 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | Dividends |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | USAA Science & Technology Fund Fund Class Shares (USSCX) | Sale | 11/13/2023 | $1,001 - $15,000 |
2 | USAA Intermediate-Term Bond Fund Fund Class Shares (USIBX) | Sale | 11/13/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Military Officers Assocaition of America (MOAA) | Alexandira, Virginia | Hotel room and meals for the Fall Meeting 11/2/2023. | 255.00 |
2 | Militry Officers Assocaition of America (MOAA) | Alexandira, Virginia | Hotel room and meals for the Spring Meeting 4/15/2024, | 300.00 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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