Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.5 M
Salary
- Unknown
Employment
- Started 03/07/2024
Records
Financial Disclosure Details - OGE Form 278e (03/02/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Windswept Ridge Property Owners Association | Corolla, North Carolina | Director | Present |
2 | DC Bar Board on Professional Responsibility, Hearings Committee | Washington, District of Columbia | Alternate Hearing Committee Member | 3/2021 |
3 | Family Trust (Revocable) | Arlington, Virginia | Co-Trustee | Present |
4 | Dominion Greens Homeowners Association | Arlington, Virginia | Director | 12/2022 |
5 | DC Bar Board on Professional Responsibility, Hearings Committee | Washington, D.C., District of Columbia | Alternate Hearing Committee Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | JP Morgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | NVIDIA Corp. (NVDA) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | NXP Semiconductor (NXPI) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Peloton Interactive Inc. (PTON) | None (or less than $1,001) | None (or less than $201) | |
1.8 | Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 |
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 | Spouse Roth IRA | |||
1.1 | SPDR S&P 500 ETF (SPY) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Corolla, NC | $250,001 - $500,000 | Rent or Royalties | $5,001 - $15,000 |
2 | Investment Account #1 | |||
2.1 | First Trust Cloud Computing ETF (SKYY) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Health Care Select Sector SPDR Fund (XLV) | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | iShares Nasdaq Biotechnology ETF (IBB) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | JP Morgan Chase & Co, Preferred Stock 5.75% perpetual (JPMPRD) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2.5 | NVIDIA Corp. (NVDA) | $1,001 - $15,000 | Dividends | None (or less than $201) |
2.6 | SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $500,001 - $1,000,000 | 2020 | 30 years |
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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