Estimated Net Worth
- $320 K - $992 K
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 | Lincoln Holdings LLC | Wages | $1,240 | |
2 | American Federation of Musicians | Pension | $1,804 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia 529 Plans | $50,001 - $100,000 | Dividends Capital Gains | $1,001 - $2,500 |
1.1 | American Funds Global Balanced C | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Capital World Growth and Income | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fundamental Investors | $1,001 - $15,000 | None (or less than $201) | |
2 | Diamond Hill Long Short Fund | $15,001 - $50,000 | $5,001 - $15,000 | |
3 | First Eagle Funds Class I | $50,001 - $100,000 | $5,001 - $15,000 | |
4 | Pentagon Federal Credit Union | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | USB Bank Account | $1,001 - $15,000 | Interest | None (or less than $201) |
6 | Diebold Inc. | None (or less than $1,001) | Dividends | None (or less than $201) |
7 | Boeing Co | $15,001 - $50,000 | Dividends | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Cohen & Steers Real Assets Fund Class 1 | Purchase | 05/27/2021 | $1,001 - $15,000 |
2 | ARK Genomic Revolution ETF (ARKG) | Sale | 05/27/2021 | $1,001 - $15,000 |
3 | Transamerica Capital Growth Class I Shares (TFOIX) | Sale | 05/27/2021 | $1,001 - $15,000 |
4 | Fidelity Advisor New Insights Fund Class 1 | Sale | 05/27/2021 | $1,001 - $15,000 |
5 | ARK Genomic Revolution ETF (ARKG) | Sale | 12/14/2021 | $1,001 - $15,000 |
6 | American Beacon ARK Transformational Innovation Fund Class Y Shares (ADNYX) | Sale | 12/14/2021 | $1,001 - $15,000 |
7 | ARK Genomic Revolution ETF (ARKG) | Sale | 12/14/2021 | $1,001 - $15,000 |
8 | American Beacon ARK Transformational Innovation Fund Class Y Shares (ADNYX) | Sale | 12/14/2021 | $15,001 - $50,000 |
9 | Delta Air Lines, Inc. (DAL) | Purchase | 12/26/2021 | $1,001 - $15,000 |
10 | Chewy Inc Cl A | Purchase | 06/04/2021 | $1,001 - $15,000 |
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 | 1.1 | On 12/2/15 529 Plan holdings Capital World Bond Fund and American High Income Trust were exchanged into American Funds Global Balance C. |
6 | 11 | Purchased on 8/1/16 and inadvertently omitted from last year's report. |
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