Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/24/2024)
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 | IRA | |||
1.1 | Fidelity Government Cash Reserves | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity Freedom 2040 | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity International Discovery | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Latin America | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Matthews Asia Dividend Fund | $1,001 - $15,000 | None (or less than $201) |
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 | Venable 401k | |||
1.1 | Dodge and Cox | $15,001 - $50,000 | None (or less than $201) | |
1.2 | T. Rowe Price Institutional Large Cap | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Extended Market Index | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Aristotle Small/Mid Cap Eq CTF CL B | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Fidelity Global ex US Index | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Institutional Index I | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Invesco Stable Value Trust A1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Blackrock International Divedend Fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Growth Fund of America | $15,001 - $50,000 | None (or less than $201) | |
2 | American New Economy | $15,001 - $50,000 | None (or less than $201) | |
3 | American Small Cap World | $15,001 - $50,000 | None (or less than $201) | |
4 | American Fundamental | $50,001 - $100,000 | $201 - $1,000 | |
5 | Growth Fund of America | $100,001 - $250,000 | $201 - $1,000 | |
6 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
7 | American Water Works Co., Inc. (AWK) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | BorgWarner, Inc. (BWA) | $1,001 - $15,000 | None (or less than $201) | |
9 | Cummins, Inc. (CMI) | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
10 | IDEXX Laboratories, Inc. (IDXX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VMware, Inc. (VMW) | Sale | 11/27/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Service Finance Company | $10,001 - $15,000 | 2021 | 4 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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