Observations
- Millionaire
Estimated Net Worth
- $4.9 M - $14.2 M
Salary
- Unknown
Records
- OGE Form 278e (05/21/2024)
- OGE Form 278t (11/27/2023)
- OGE Form 278e (04/30/2023)
- OGE Form 278e (05/15/2022)
- OGE Form 278t (05/01/2022)
- OGE Form 278t (06/13/2021)
- OGE Form 278e (05/16/2021)
- OGE Form 278t (11/08/2020)
- OGE Form 278t (10/24/2020)
- OGE Form 278e (05/09/2020)
- OGE Form 278t (03/22/2020)
- OGE Form 278t (10/14/2019)
- OGE Form 278e (05/12/2019)
- OGE Form 278t (07/22/2018)
- OGE Form 278t (07/01/2018)
- OGE Form 278t (05/28/2018)
- OGE Form 278t (05/28/2018)
Financial Disclosure Details - OGE Form 278e (05/21/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | George Mason University | $250,001 - $500,000 | salary | |
2 | George Mason University TIAFF-CREF Cash Match Plan | $1,001 - $15,000 | None (or less than $201) | |
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | TIAA Real Estate | None (or less than $1,001) | None (or less than $201) | |
2.3 | CREF Bond Market R2 | None (or less than $1,001) | None (or less than $201) | |
2.4 | CREF Stock R2 | None (or less than $1,001) | None (or less than $201) | |
2.5 | Vang Inst Idx Inst | None (or less than $1,001) | None (or less than $201) | |
2.6 | American EuroPac Grw R6 | None (or less than $1,001) | None (or less than $201) | |
2.7 | MFS Value Fund Class R6 | None (or less than $1,001) | None (or less than $201) | |
2.8 | Vang Extended Mkt Idx Adm | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Merrill Lynch CMA Money Market Account | $100,001 - $250,000 | None (or less than $201) | |
2 | Abbott Labs (Common) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3 | Automatic Data Processing, Inc. - Common Stock | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
4 | Google/Alphabet - Class A Common Stock | $15,001 - $50,000 | None (or less than $201) | |
5 | Google/Alphabet - Class C Capital Stock | $15,001 - $50,000 | None (or less than $201) | |
6 | Procter & Gamble (Common) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7 | Northwestern Mutual Comprehensive Life Policy | $250,001 - $500,000 | None (or less than $201) | |
8 | Gold Coins | $15,001 - $50,000 | None (or less than $201) | |
9 | Norfolk Southern Corp (Common) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
10 | ML/BofA Money Market (IRA) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | General Motors Co. (GM) - common stock | Sale | 11/09/2023 | $1,001 - $15,000 |
2 | Iberdola - common stock | Sale | 11/09/2023 | $1,001 - $15,000 |
3 | PayPal Holdings, Inc. (PYPL) - common stock | Sale | 11/09/2023 | $1,001 - $15,000 |
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 |
|---|---|---|
5 | 2 | Items 2.1 and following constitute the EIFs that make up the investments in the George Mason University Cash Match Plan referenced in Item 2. George Mason/ TIAA plans. |
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