Estimated Net Worth
- $888 K - $2.3 M
Salary
- Unknown
Employment
- Started 12/14/2021
Records
Financial Disclosure Details - OGE Form 278e (08/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | BlackRock Total Return Fund Institutional Shares (MAHQX) | $15,001 - $50,000 | None (or less than $201) | |
2 | MFS Mid Cap Growth Fund Class I Shares (OTCIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Artisan Developing World Fund Advisor Class Shares (APDYX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | None (or less than $201) | |
7 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Fidelity Advisor New Markets Income Fund Class I Shares (FGZMX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Rental Property, Tampa, FL | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | Invesco Charter Fund Class A Shares (CHTRX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | $201 - $1,000 | |
7 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Federated Government Obligations Fund Service Shares (GOSXX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Fidelity Advisor Intermediate Municipal Income Fund Class I Shares (FZIIX) | $15,001 - $50,000 | $201 - $1,000 | |
10 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | First Command Bank | $15,001 - $50,000 | 2019 | 5 years |
2 | Pennymac Loan Services | $250,001 - $500,000 | 2016 | 30 yrs |
3 | Suntrust Mortgage | $100,001 - $250,000 | 2005 | 30 yrs |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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