Observations
- Millionaire
Estimated Net Worth
- $3.2 M - $7.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (08/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Baltimore, Maryland | Co-trustee | Present | |
2 | Baltimore, Maryland | Co-trustee, nominal | Present |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S Bank Account #1, Washington, DC (checking and savings) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. Bank Account #2, Washington, DC (checking and savings) | $100,001 - $250,000 | None (or less than $201) | |
3 | Bond - State of Israel 7th Development Issue Supplement State of Israel--Development Corporation for Israel | $1,001 - $15,000 | None (or less than $201) | |
4 | Cash Account - Morgan Stanley | $1,001 - $15,000 | None (or less than $201) | |
5 | IRA (Morgan Stanley Smith Barney LLC) | |||
5.1 | AMER BEACON AHL MNGD FUT STR Y(AHLYX) | $15,001 - $50,000 | $1,001 - $2,500 | |
5.2 | AMERICAN EUROPACIFIC GRW F2 (AEPFX) | $100,001 - $250,000 | $201 - $1,000 | |
5.3 | AMERICAN GW FD OF AMERICA F2 (GFFFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
5.4 | BARON SMALL CAP INSTL (BSFIX) | $1,001 - $15,000 | $1,001 - $2,500 | |
5.5 | BLACKSTONE ALT MULT-STRAT INST (BXMIX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | GQG PARTNERS EMRG MKTS (GQGIX) | Purchase | 02/09/2021 | $100,001 - $250,000 |
2 | ISHARES CORE U.S. AGGREGATE (AGG) | Purchase | 02/09/2021 | $1,001 - $15,000 |
3 | VIRTUS VONTOBEL EMRG MKT OPP I (HIEMX) | Sale | 02/09/2021 | $100,001 - $250,000 |
4 | ISHARES IBOXX HY COR BD ETF (HYG) | Purchase | 02/10/2021 | $1,001 - $15,000 |
5 | GOLDMAN SACHS ABSLT RET TRCK I (GJRTX) | Purchase | 02/10/2021 | $1,001 - $15,000 |
6 | WISDOMTREE US LARGECAP DIV FND (DLN) | Purchase | 02/10/2021 | $1,001 - $15,000 |
7 | AMER BEACON AHL MNGD FUT STR Y (AHLYX) | Purchase | 02/10/2021 | $1,001 - $15,000 |
8 | BLACKSTONE ALT MULT-STRAT INST (BXMIX) | Purchase | 02/10/2021 | $1,001 - $15,000 |
9 | BARON SMALL CAP INSTL (BSFIX) | Sale | 03/12/2021 | $1,001 - $15,000 |
10 | ISHARES CORE U.S. AGGREGATE (AGG) | Sale | 03/12/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nationstar Mortgage LLC, d/b/a Mr. Cooper, Coppell, TX | $15,001 - $50,000 | 2012 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I am the co-trustee of a life insurance trust for the benefit of my brother's children. The sole asset is a life insurance policy. |
1 | 2 | I am a co-trustee, along with my siblings, of a trust for the benefit of my mother. Responsibility for and knowledge of the investments is delegated to my brother. I do not make investment decisions or receive statements. |
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