Estimated Net Worth
- $770 K - $2.1 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (07/19/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | Washington, District of Columbia | Trustee | Present | |
3 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity IRA | |||
1.1 | Fidelity Advisor Strategic Income Fund (FADMX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | SSGA S&P 500 Index (SVSPX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Janus Roth IRA | |||
2.1 | Janus Research Fund D shares | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Janus Global Select 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 | Research Triangle Institute | Salary and bonus | ||
2 | Research Triangle Institute 401(k) Plan | |||
2.1 | Vanguard Target Retirement 2035 | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard Inst. Index Fund | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Value Index Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Research Triangle Institute 403(b)(7) Plan | |||
3.1 | Vanguard Growth Index Fund | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Small-Cap Value Index | $100,001 - $250,000 | None (or less than $201) | |
4 | Calamos IRA | |||
4.1 | Calamos Growth & Income Fund Class A Shares (CVTRX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual Life Insurance Policy (whole life policy with adjustable term protection) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | College Savings Plans of Maryland - 529 Plan #1 | |||
2.1 | Balanced Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | College Savings Plans of Maryland - 529 Plan #2 | |||
3.1 | Balanced Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #1 - cash accounts | $100,001 - $250,000 | None (or less than $201) | |
5 | UTMA Account, child #1 | |||
5.1 | Clorox stock | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Cracker Barrel stock | $1,001 - $15,000 | None (or less than $201) | |
6 | UTMA account, child #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Lakeview (serviced by Mr. Cooper) | $500,001 - $1,000,000 | 2020 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Trust is inactive, and was established solely for estate planning purposes. |
1 | 2 | Trust is inactive, and was established solely for estate planning purposes. |
1 | 3 | Trust is inactive, and was established solely for estate planning purposes. |
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