Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.9 M
Salary
- Unknown
Employment
- Started 12/13/2022
Records
Financial Disclosure Details - OGE Form 278e (11/03/2021)
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 | IRA #1 | |||
1.1 | American Century US Government Money Market (TCRXX) | $250,001 - $500,000 | None (or less than $201) | |
1.2 | American Century OneChoice 2045 Portfolio (AROIX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.3 | American Century OneChoice 2035 Portfolio (ARYIX) | $50,001 - $100,000 | 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 | IRA #2 | |||
1.1 | American Century Equity Income Fund (TWEIX) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA #3 | |||
2.1 | Harbor Capital Appreciation (HACAX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Harbor Large Cap Value (HAVLX) | $15,001 - $50,000 | None (or less than $201) | |
3 | General Dynamics Corporation 401K Plan 4.0 | |||
3.1 | Target Retirement 2030 Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Archdiocese of Washington 403(b) | |||
4.1 | T. Rowe Price Retirement 2030 Fund Class R (RRTCX) | $1,001 - $15,000 | None (or less than $201) | |
5 | IRA #4 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union money market account (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
2 | U.S. credit union (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | US brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | American States Water Co. (AWR) | $1,001 - $15,000 | None (or less than $201) | |
5 | DTE Energy Co. (DTE) | $1,001 - $15,000 | None (or less than $201) | |
6 | Consolidated Edison, Inc. (ED) | $1,001 - $15,000 | None (or less than $201) | |
7 | Newmont Corp. (NEM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
9 | Johnson & Johnson (JNJ) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | Occidental Petroleum Corp. (OXY) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Freedom Mortgage | $15,001 - $50,000 | 2010 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | fully paid off in 2020. |
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