Estimated Net Worth
- $650 K - $1.5 M
Salary
- Unknown
Employment
- Started 01/18/2021
Financial Disclosure Details - OGE Form 278e (04/02/2023)
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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
1 | Northrop Grumman | salary | ||
2 | Northrop Grumman, 401(k) plan | |||
2.1 | NON400AA3 Fidelity Small Cap | $15,001 - $50,000 | None (or less than $201) | |
2.2 | NON400AA1 Fidelity U.S. Equity | $250,001 - $500,000 | None (or less than $201) | |
2.3 | NON400AA6 Fidelity Fixed Income | $15,001 - $50,000 | None (or less than $201) | |
3 | Traditional IRA #1 | |||
3.1 | Fidelity Small Cap Growth Index Fund (FECGX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Traditional IRA #2 | |||
4.1 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cash Account | $50,001 - $100,000 | None (or less than $201) | |
2 | American Funds New Perspective Fund ANWPX | $1,001 - $15,000 | None (or less than $201) | |
3 | Dcode Capital Investment | $1,001 - $15,000 | None (or less than $201) | |
4 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Cash Acct 2 | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | Sale | 11/28/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SoFi | $15,001 - $50,000 | 2012 | 7 years |
2 | Great Lakes | $15,001 - $50,000 | 2015 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3 | fund that invests in startup companies |
8 | 2 | multiple loans provided by the same servicer along with the same terms. |
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