Estimated Net Worth
- $664 K - $2.2 M
Salary
- Unknown
Employment
- Started 05/01/2023
Records
Financial Disclosure Details - OGE Form 278e (03/07/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Transportation Coordinator and Board Member | Present | |
2 | Arlington, Virginia | Owner (Single Member LLC) | Present | |
3 | Arlington, Virginia | President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | CTIA c/o Fidelity Brokerage Services | |||
1.1 | 31617E307 MIP CL 1 | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | RERGX -- American Funds Europacific Growth R4 | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | FWRLX - Fidelity Select Wireless Portfolio | $1,001 - $15,000 | None (or less than $201) | |
1.5 | MWTSX - Metropolitan West Total Return Bond Fund | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | JPMorgan Equity Income Fund Class R6 Shares (OIEJX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Georgetown University c/o TIAA-CREF | |||
2.1 | OCGRIX - CREF Growth Account - R3 | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Marlbrough, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2002 | |
2 | New York, New York | I no longer participate in this defined contribution plan. | 8/2000 |
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 | Wells Fargo IRA | |||
1.1 | ABALX - Amer Balanced Fund Cl A | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | DUGAX - Delaware Group Adviser US Growth Port Class A | $1,001 - $15,000 | None (or less than $201) | |
1.3 | THCGX - Thrornburg Small/Mid Cap Growth Fund Class A | $15,001 - $50,000 | None (or less than $201) | |
2 | Wells Fargo Roth IRA | |||
2.1 | NAWGX - Voya Global High Dic Low Volatility Fund Class A | $1,001 - $15,000 | None (or less than $201) | |
2.2 | MRSAX - MFS Research Intl Fd Cl A | $1,001 - $15,000 | None (or less than $201) | |
2.3 | MIGFX - Mass Inv Growth Stk Fund Cl A | $1,001 - $15,000 | None (or less than $201) | |
2.4 | PQNAX - Virtus Invt Tr NFJ Mid-Cap Value Fund Class A | $1,001 - $15,000 | None (or less than $201) | |
2.5 | ABALX - Amer Balanvced Fd Cl A | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
2 | Citigroup, Inc. (C) | $1,001 - $15,000 | None (or less than $201) | |
3 | The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | |
4 | FMCC -- Federal Home Loan Mortgage Corporation (OTC BB) | None (or less than $1,001) | None (or less than $201) | |
5 | Intel Corp. (INTC) | $1,001 - $15,000 | None (or less than $201) | |
6 | Merck & Co., Inc. (MRK) | $1,001 - $15,000 | None (or less than $201) | |
7 | Pfizer Inc. (PFE) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | The Travelers Cos., Inc. (TRV) | $1,001 - $15,000 | None (or less than $201) | |
9 | Lumen Technologies Inc. Com (LUMN) | None (or less than $1,001) | None (or less than $201) | |
10 | T-Mobile US, Inc. (TMUS) | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 28 | IRA-BDA Account |
6 | 29 | IRA-BDA Account |
6 | 30 | IRA-BDA Account |
6 | 31 | IRA-BDA Account. |
6 | 32 | IRA-BDA Account |
6 | 33 | IRA-BDA Account. |
6 | 34 | IRA-BDA Account. |
6 | 35 | IRA-BDA Account. |
6 | 36 | IRA-BDA Account. |
6 | 37 | IRA-BDA Account. |
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