Estimated Net Worth
- $759 K - $2.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 | The Maret School | salary | ||
2 | CREF Social Choice Equity Mutual Fund | $250,001 - $500,000 | None (or less than $201) | |
3 | TIAA Traditional Annuity | $1,001 - $15,000 | None (or less than $201) | |
4 | CREF Stock Annuity | $50,001 - $100,000 | None (or less than $201) | |
5 | TIAA Real Estate Annuity | $1,001 - $15,000 | None (or less than $201) | |
6 | TIAA Lifecycle 2030 Fund | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Alcoa Corporation (AA) | $1,001 - $15,000 | None (or less than $201) | |
2 | Truist Financial Corporation (TFC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3 | Caterpillar Inc. (CAT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | DuPont de Nemours, Inc. (DD) | $1,001 - $15,000 | None (or less than $201) | |
5 | Exelon Corporation (EXC) + Constellation Energy | $1,001 - $15,000 | Dividends | $201 - $1,000 |
6 | Nicholas Fund, Inc. (NICSX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Growth Index Fund Investor Shares (VIGRX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Apple Inc. (AAPL) | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
9 | Exxon Mobil Corporation (XOM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | META Facebook, Inc. (FB) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Advanced Micro Devices, Inc. (AMD) | Purchase | 12/06/2022 | $1,001 - $15,000 |
2 | Arconic Corp. (ARNC) | Sale | 12/14/2022 | $1,001 - $15,000 |
3 | The Chemours Co. (CC) | Sale | 12/14/2022 | |
4 | 3D Systems Corp. (DDD) | Sale | 12/14/2022 | |
5 | Intel Corp. (INTC) | Sale | 12/14/2022 | $1,001 - $15,000 |
6 | Kyndryl Holdings | Sale | 12/14/2022 | |
7 | WABTEC | Sale | 12/14/2022 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | Formerly BB&T |
7 | 3 | Amount was below $1000 - 25 shares at 31.476 =786.90 |
7 | 4 | It was under $1000 = 100 shares at 9.1300 = $913 |
7 | 6 | Under $1000 = 8 shares at 11.29 = $90.32 |
7 | 7 | below $1000 = 1 share at 103.54 |
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