Observations
- Millionaire
Estimated Net Worth
- $50.4 M - $51.1 M
Salary
- Unknown
Employment
- Started 10/01/2022
Financial Disclosure Details - OGE Form 278e (05/05/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Advisor/Product Development Manager | 8/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fannie Mae | Salary/Bonus | $273,960 | |
2 | T D Ameritrade Roth IRA | |||
2.1 | Apple | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Goog | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Googl | $1,001 - $15,000 | None (or less than $201) | |
2.4 | PAXWX | $1,001 - $15,000 | None (or less than $201) | |
2.5 | SPWR | $1,001 - $15,000 | None (or less than $201) | |
2.6 | VWSYF | $1,001 - $15,000 | None (or less than $201) | |
3 | Fannie Mae | |||
3.1 | Vanguard Target Retirement 2050 401K Plan | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2018 |
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 | Friends Community School (Progressive Private School K-8) | $50,001 - $100,000 | salary and bonus | |
2 | Friends Community School | |||
2.1 | 401K Retirement Account | $15,001 - $50,000 | None (or less than $201) | |
2.2 | T Rowe Price Retirement 2040 Fund Class R Shares (RRTDX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Greenpeace USA | |||
3.1 | Greenpeace 401k Pla | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Parnassus Core PRBLX | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Parnassus MID Cap PARMX | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Fidelity Balanced Fund (FBALX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | BlackRock High Yield Bond Portfolio Investor A Shares (BHYAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Investment Property Denver, CO | Over $50,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Chase Checking Account | $1,001 - $15,000 | None (or less than $201) | |
3 | Savings Account-Chase | $50,001 - $100,000 | ||
4 | BB&T Corp. Savings and Checking | $1,001 - $15,000 | None (or less than $201) | |
5 | MD 529 College Savings | $50,001 - $100,000 | None (or less than $201) | |
6 | Kilgore Books Publishing | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Great Lakes | $50,001 - $100,000 | 2018 | 10 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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