Cardell K Richardson
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (07/06/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Occoquan Park Home Owners Association (OPHOA)
Lorton, Virginia
President (unpaid volunteer / civic duty)
Present
2
Family Trust [revocable]
Lorton, Virginia
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Traditional IRA
1.1
Artisan Developing World Fund Advisor Class Shares (APDYX)
$1,001 - $15,000
None (or less than $201)
1.2
Artisan International Value Fund Advisor Class Shares (APDKX)
$15,001 - $50,000
None (or less than $201)
1.3
Artisan High Income Fund Advisor Class Shares (APDFX)
$15,001 - $50,000
None (or less than $201)
1.4
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)
$15,001 - $50,000
None (or less than $201)
1.5
BlackRock Total Return Fund Institutional Shares (MAHQX)
$15,001 - $50,000
None (or less than $201)
1.6
Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX)
$1,001 - $15,000
None (or less than $201)
1.7
JOHCM International Select Fund Class Z Shares (JOHCM)
$1,001 - $15,000
None (or less than $201)
RICHARDSON, CARDELL K - Page 3
1.8
MFS Global Real Estate Fund Class I Shares (MGLIX)
$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
Traditional IRA
1.1
Artisan Developing World Fund Advisor Class Shares (APDYX)
None (or less than $1,001)
None (or less than $201)
1.2
Artisan International Value Fund Advisor Class Shares (APDKX)
$1,001 - $15,000
None (or less than $201)
1.3
Artisan High Income Fund Advisor Class Shares (APDFX)
$1,001 - $15,000
None (or less than $201)
RICHARDSON, CARDELL K - Page 5
1.4
Baird Core Plus Bond Fund Institutional Class Shares (BCOIX)
$1,001 - $15,000
None (or less than $201)
1.5
BlackRock Total Return Fund Institutional Shares (MAHQX)
$1,001 - $15,000
None (or less than $201)
1.6
Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX)
$1,001 - $15,000
None (or less than $201)
1.7
JOHCM Credit Income Fund Investor Shares (JOHCM)
None (or less than $1,001)
None (or less than $201)
1.8
MFS Global Real Estate Fund Class I Shares (MGLIX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. federal credit union (cash)
$500,001 - $1,000,000
Interest
$1,001 - $2,500
2
U.S. bank (cash)
$1,001 - $15,000
None (or less than $201)
3
NIKE Inc B (NKE)
$15,001 - $50,000
Dividends
$201 - $1,000
4
Abbott Laboratories (ABT)
$1,001 - $15,000
None (or less than $201)
5
Microsoft Corporation - Common Stock (MSFT)
$15,001 - $50,000
Dividends
$201 - $1,000
RICHARDSON, CARDELL K - Page 7
6
Home Depot Inc (HD)
$15,001 - $50,000
Dividends
$201 - $1,000
7
Costco Wholesale Corporation - Common Stock (COST)
$15,001 - $50,000
Dividends
$201 - $1,000
8
Apple Inc. - Common Stock (AAPL)
$15,001 - $50,000
Dividends
$201 - $1,000
9
McDonald's Corp. (MCD)
$15,001 - $50,000
Dividends
$201 - $1,000

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
6
18
Property is co-owned with two family members. This property does not generate rental income
6
19
Property is co-owned with two family members.

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