Estimated Net Worth
- $198 K - $745 K
Salary
- Unknown
Employment
- Started 11/08/2023
Records
Financial Disclosure Details - OGE Form 278e (12/09/2022)
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 | William and Flora Hewlett Foundation 403(b) plan | |||
1.1 | Fidelity 500 Index | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity US Bond Index | $1,001 - $15,000 | None (or less than $201) | |
2 | Public Health Institute | Salary | ||
3 | Public Health Institute 403 (B) Retirement Plan | |||
3.1 | TIAA Stable Value Fixed Annuity | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard S&P Mid Cap 400 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | iShares Russell Mid-Cap Index Fund Class K Shares (BRMKX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | BlackRock Total Return Fund Class K Shares (MPHQX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Lord Abbett Short Duration Income Fund Class F Shares (LDLFX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | T. Rowe Price Government Money FUnd | $1,001 - $15,000 | $201 - $1,000 | |
3 | VA 529 - College America #1 | Cash Payment for College Tuition | $37,752 | |
3.1 | American Funds College Enrollment Fund Class 529-C Shares (CENCX) | $15,001 - $50,000 | None (or less than $201) | |
4 | US bank #2 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
5 | US bank #3 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
6 | T Rowe Price Health Sciences Fund, Inc (PRHSX) | $1,001 - $15,000 | None (or less than $201) | |
7 | T Rowe Price Virginia Tax-Free Bond Fund (PRVAX) | $15,001 - $50,000 | $201 - $1,000 | |
8 | VA 529 College America #2 | Cash Payment for College Tuition | $16,952 | |
8.1 | American Funds College Enrollment Fund Class 529-E Shares (CENEX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | USAA Credit Card | $10,001 - $15,000 | 2022 | Revolving |
2 | Lafayette Federal Credit Union | $500,001 - $1,000,000 | 2021 | 30 years |
3 | Lafayette Federal Credit Union | $500,001 - $1,000,000 | 2018 | 30 years |
4 | Lafayette Federal Credit Union | $15,001 - $50,000 | 2022 | 5 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 3 | Mortgage was paid off when we refinanced in 2021 |
8 | 4 | Home Equity Line of Credit -- Fully paid back by October 2022 |
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