Financial Disclosure Details - OGE Form 278e (05/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Charlottesville, Virginia
Adjunct Faculty
8/2021
2
Charlottesville, Virginia
Board Member
8/2021
3
Charlottesville, Virginia
Board Member
10/2020
4
Charlottesville, Virginia
Owner
8/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
University of Virginia School of Law
Salary
$6,000
2
Vanguard Roth IRA
2.1
Vanguard Total Stock Market Index Fund
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Charlottesville, Virginia
During the reporting period, I taught one class in the Spring 2021. I have since resigned.
9/2012

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
University of Virginia - University Counsel's Office
salary
2
Vanguard Roth IRA
2.1
Vanguard Real Estate Index - VGSLX
$15,001 - $50,000
None (or less than $201)
3
University of Virginia
3.1
ICMA - RC (457 plan) Vanguard Target Retirement 2045 Fund Investor Shares- VTIVX
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Investments, 401(a) -Vanguard Target Retirement 2045 Fund Investor Shares VTIVX
$50,001 - $100,000
None (or less than $201)
3.3
Fidelity Investments, 403(b), Vanguard Target Retirement 2045 Fund Investor Shares, VTIVX
$15,001 - $50,000
None (or less than $201)
3.4
TIAA-CREF, 403(b) - Vanguard Target Retirement 2045 Fund Investor Shares VTIVX
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Real Estate - Residential Rental Property #1, Cape Charles, VA
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
Real Estate - Residential Rental Property #2, Charlottesville, VA
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
3
Real Estate - Residential Rental Property #3, Charlottesville, VA
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
4
Berkshire Hathaway (BRK.B)
$15,001 - $50,000
None (or less than $201)
5
Google (GOOG)
$15,001 - $50,000
None (or less than $201)
6
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,001 - $15,000
None (or less than $201)
7
SPDR S&P 500 ETF Trust (SPY)
$1,001 - $15,000
None (or less than $201)
8
Financial Select Sector SPDR Fund (XLF)
None (or less than $1,001)
None (or less than $201)
9
Vanguard Cash Reserves Federal Money Market Fund - VMMXX
None (or less than $1,001)
None (or less than $201)
10
Vanguard FTSE All World ex US Index - VFWAX
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
02/24/2021
$1,001 - $15,000
2
Ford Motor Co. (F)
Purchase
03/04/2021
$1,001 - $15,000
3
Norwegian Cruise Line Holdings Ltd. (NCLH)
Purchase
03/04/2021
$1,001 - $15,000
4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
Purchase
03/25/2021
$1,001 - $15,000
5
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
Purchase
03/31/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper - Mortgage Servicing
$50,001 - $100,000
2017
30 years
2
Mr. Cooper - Mortgage Servicing
$100,001 - $250,000
2019
30 years
3
C&F Bank
$250,001 - $500,000
2020
10 Year ARM
4
Midwest Loan Servicing
$250,001 - $500,000
2020
30 years
5
Carter Bank and Trust
$500,001 - $1,000,000
2021
10 Year ARM
6
Atlantic Union Bank
$15,001 - $50,000
2020
30 years
7
Carter Bank and Trust
$250,001 - $500,000
2018
5 year ARM
8
Specialized Loan Servicing
$250,001 - $500,000
2015
30 years

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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