Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2024)
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 |
|---|---|---|---|---|
1 | Crosscut Strategies | |||
1.1 | Vanguard Windsor Fund Investor Shares (VWNFX) | $50,001 - $100,000 | None (or less than $201) | |
2 | SKDKnickerbocker | |||
2.1 | Principal LifeTime Hybrid 2040 CIT | $15,001 - $50,000 | None (or less than $201) | |
3 | Brokerage IRA 1 | $15,001 - $50,000 | None (or less than $201) | |
3.1 | John Hancock Fundamental Large Cap Core Fund Class I Shares (JLVIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Hartford Equity Income Fund Class I Shares (HQIIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | MFS International Diversification Fund Class I Shares (MDIJX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Crosscut Strategies | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/2019 |
2 | Washington, District of Columbia | I no longer participate in this defined contribution plan. | 7/2018 |
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 | MSM Global Consulting (Sole proprietorship owned by my wife.) | Salary | ||
2 | Beneficiary IRA 2 | cash distributions | $8,497 | |
2.1 | AT&T Inc. | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Abbott Labs | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Alaska Air Group, Inc. (ALK) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Allstate Corp (ALL) | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | Amedisys, Inc. (AMED) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage account #1 | $15,001 - $50,000 | None (or less than $201) | |
1.1 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Invesco Equally-Weighted S&P 500 Fund Cl Y Shs (VADDX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | T Rowe Price Mid-Cap Growth Fund, Inc (RPMGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Hartford Equity Income Fund Class I Shares (HQIIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | First EagleGlobal Fund Class I Shares (SGIIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class Shares (PPSIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | None (or less than $1,001) | None (or less than $201) | |
1.9 | Putnam Diversified Income Trust Class Y Shares (PDVYX) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | NewRez Financial | $250,001 - $500,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3 | Rental income net of expenses as reported to the IRS. |
8 | 1 | Original loan incurred in 2007. Refinanced in 2021 to secure a lower rate/ |
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