Estimated Net Worth
- $907 K - $2.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
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 | WilmerHale | salary | ||
2 | WilmerHale 401(K) | |||
2.1 | Loomis Sayles Global Bond Fund (Institutional Class) (LSGBX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | JP Morgan Strategic Income Opportunities Fund (Class R5) (JSOSX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Target Retirement 2035 Fund (VTTHX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | American Century Mid Cap Value Fund (Class R6) (ACMVX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Oakmark International Fund (Class Investor) (OAKIX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Harbor Large Cap Value Instl (HAVLX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | American Century Emerging Markets Fund (Class Investor) (TWMIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | MFS Mid Cap Growth Fund Class R3 Shares (OTCHX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Washington, DC | $1,001 - $15,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Utah 529 College Savings Plan | |||
2.1 | 2024 Portolio | $50,001 - $100,000 | None (or less than $201) | |
2.2 | 2022 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Credit Union (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank (cash) | $500,001 - $1,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale of Residential Real Estate, Washington DC (Rental Property) | Sale | 04/26/2021 | $500,001 - $1,000,000 |
2 | The Hartford MidCap Fund (Class Y) (HFMCX) | Sale | 02/19/2021 | $15,001 - $50,000 |
3 | MFS Mid Cap Growth Fund Class R3 Shares (OTCHX) | Purchase | 02/19/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank (serviced by CENLAR) | $1,000,001 - $5,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | Income from this property reduced this year because we sold the property in April 2021. |
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