Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $3.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (01/08/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Greensboro, North Carolina | Member/Manage r | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Franklin Income ADV (FRIAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Franklin Rising Dividends Adv (FRDAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Thornburg International Equity Fund (TGVIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. brokerage IRA Accounts (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | First Eagle Global I (SGIIX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Hartford Core Equity I (HGIIX) | $15,001 - $50,000 | None (or less than $201) | |
7 | PIMCO Income I-2 (PONPX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Two Sheas Real Estate Investment, LLC (holds residential real estate in Southern Shores, NC) | $250,001 - $500,000 | Rent or Royalties | $50,001 - $100,000 |
9 | AAM Bahl & Gaynor Inc GW I (AFNIX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Polen Growth Fund Institutional Class Shares (POLIX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | First Eagle Global I (SGIIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Chevron | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
3 | Verizon | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Blackrock Equity Dividend I (MADVX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | JP Morgan Mid Cap Value I (JMVSX) | $15,001 - $50,000 | None (or less than $201) | |
6 | Dominion Energy Inc D | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
7 | MFS Value Fund Class I Shares (MEIIX) | $50,001 - $100,000 | $201 - $1,000 | |
8 | U.S. credit union account (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
9 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
10 | Residential real estate (Washington, DC) | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Truist | $100,001 - $250,000 | 2012 | 15 year, fixed |
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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