Observations
- Millionaire
Estimated Net Worth
- $3.8 M - $9.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/04/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Potomac, Maryland | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Calamos Growth & Income A | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | NYC, New York | Potential future employment | 3/2021 | |
2 | Dallas, Texas | potential part time fellow - domestic not global | 3/2021 |
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 | MS UMA Retirement Account | |||
1.1 | Alexandria Real Estate Equities, Inc. (ARE) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Allstate Corp (ALL) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Atmos Energy Corp. (ATO) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Avery Dennison Corp. (AVY) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Best Buy Co., Inc. (BBY) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Cincinnati Financial Ohio | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Alphabet | $15,001 - $50,000 | None (or less than $201) | |
2 | Amazon | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | Intel | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Cisco Systems | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
6 | Apple | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7 | Microsoft Corp | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
8 | Facebook Inc | $15,001 - $50,000 | None (or less than $201) | |
9 | U.S. bank account #2 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
10 | Oracle Corporation | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Suntrust | $250,001 - $500,000 | 2004 | 30 yr |
2 | Quicken Loan | $250,001 - $500,000 | 2013 | 30 |
3 | Bank United Home Equity Loan | $100,001 - $250,000 | 2018 | 30 |
4 | National Bank | $500,001 - $1,000,000 | 2018 | 30 |
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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