Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.4 M
Salary
- Unknown
Employment
- Started 09/15/2021
Financial Disclosure Details - OGE Form 278e (01/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Anaheim, California | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Victory Capital Management Target Retirement Income Fund URINX | $50,001 - $100,000 | $1,001 - $2,500 |
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 | 401(k) - Meridian Group International | |||
1.1 | Empower Lifetime 2040 Fund Inv | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Roth IRA | |||
2.1 | Victory Capital Management Target Retirement Income Fund URINX | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | World Health Organization/Europe Regional Office | Consulting fees. | ||
4 | UNICEF New York Office | Consulting fees. |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union account (cash) #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. credit union account (cash) #2 | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | Victory Capital Management Coverdell Education Savings Account | |||
4.1 | Victory Short-Term Bond Fund Fund Class Shares (USSBX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4.2 | Victory Cornerstone Moderately Conservative Fund (UCMCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | T. Rowe Price Maryland College Investment 529 Plan | Cash payment | $55,553 | |
5.1 | US Treasury Money Market Portfolio | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | Residential rental property, Aliso Viejo, CA, | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
7 | U.S. credit union account (cash) #3 | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Blackrock Impact Mortgage Inv A (CIGAX) | Sale | 08/20/2023 | $100,001 - $250,000 |
2 | Empower Lifetime 2040 Fund Inv (MXBDX) | Purchase | 08/20/2023 | $100,001 - $250,000 |
3 | Victory Target Retirement Income Fund (UCMCX) | Purchase | 03/06/2023 | $1,001 - $15,000 |
4 | USAA Growth Fund (USAAX) | Sale | 02/27/2023 | $15,001 - $50,000 |
5 | Victory Target Retirement 2030 (URTRX) | Purchase | 02/27/2023 | $15,001 - $50,000 |
6 | Victory Target Retirement 2030 Fund (URTRX) | Purchase | 02/27/2023 | $100,001 - $250,000 |
7 | U.S. Treasury Money Market Portfolio | Sale | 09/25/2023 | $1,001 - $15,000 |
8 | Victory Capital Cornerstone Moderate Conservative Fund (UCMCX) | Sale | 02/14/2023 | $15,001 - $50,000 |
9 | Victory Capital Short-term Bond Fund(USSBX) | Sale | 05/22/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nationstar/Mr. Cooper Mortgage Company | $250,001 - $500,000 | 2021 | 30 fixed |
2 | Truist Mortgage, Inc./Truist | $250,001 - $500,000 | 2021 | 30 fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Assets of trust are reported in the following places: part 2, line 1; part 5, line 1-2; and part 6, lines 1-2, 4, and 9. |
7 | 1 | 401k |
7 | 2 | 401k |
7 | 3 | Roth IRA |
7 | 7 | Multiple transactions from a Maryland 529 account to support college expenses. |
7 | 8 | Multiple transactions from a Maryland 529 account to support college expenses. |
7 | 9 | Transaction from a Maryland 529 account to support college expenses. |
8 | 1 | For home in Aliso Viejo, CA, USA |
8 | 2 | For home in McLean, VA, USA |
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