Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $8.8 M
Salary
- Unknown
Employment
- Started 08/29/2021
Financial Disclosure Details - OGE Form 278e (05/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Department of Medical Assistance Services-- Virginia State Government | Richmond, Virginia | Chief Deputy and Chief Health Economist | 8/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Department of Medical Assistance Services-- Virginia State Government | Salary | $127,000 | |
2 | Virginia Department of Medical Assistance Services, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia Retirement System -- Hybrid 457 Deferred Compensation Plan | |||
3.1 | Target Date 2045 Portfolio | $15,001 - $50,000 | $201 - $1,000 | |
4 | Virginia Retirement System --Hybrid 401(a) Cash Match Plan | |||
4.1 | Target Date 2045 Portfolio | $15,001 - $50,000 | $201 - $1,000 | |
5 | Schwab Intelligent Portfolio Premium Roth IRA | $15,001 - $50,000 | $201 - $1,000 | |
6 | Invesco IRA | |||
6.1 | Invesco American Franchise Fund Class A Shares (VAFAX) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Richmond, Virginia | I will continue to participate in this defined benefit plan. | 4/2018 | |
2 | Richmond, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2018 | |
3 | Richmond, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2018 |
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 | Roth IRA D | |||
1.1 | The Coca-Cola Co. (KO) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Costco Wholesale Corporation (COST) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | DocuSign, Inc. (DOCU) | None (or less than $1,001) | None (or less than $201) | |
1.4 | Kraft Heinz Co (KHC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | LVMH Moet Hennessy Louis Vuitton (LVMUY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Netflix Inc (NFLX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Roku Inc (ROKU) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Target Corporation (TGT) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Viatris Inc (VTRS) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Amazon.com, Inc. (AMZN) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
2 | Berkshire Hathaway Class B (BRK-B) | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
3 | CME Group Class A (CME) | $1,001 - $15,000 | None (or less than $201) | |
4 | Crowdstrike Holdings Inc (CRWD) | None (or less than $1,001) | Capital Gains | $5,001 - $15,000 |
5 | Essential Utilities Inc (WTRG) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
6 | Facebook Inc Class A (FB) | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
7 | Home Depot Inc (HD) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
8 | Microsoft Corporation (MSFT) | None (or less than $1,001) | Dividends | $5,001 - $15,000 |
9 | NextEra Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | |
10 | NIKE, Inc. (NKE) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NVIDIA Corp. (NVDA) | Sale | 10/15/2021 | $1,001 - $15,000 |
2 | Crowdstrike | Sale | 09/16/2021 | $15,001 - $50,000 |
3 | Salesforce.com, inc. (CRM) | Sale | 10/15/2021 | $1,001 - $15,000 |
4 | Apple, Inc. (AAPL) | Sale | 10/15/2021 | $1,001 - $15,000 |
5 | Procter & Gamble Co. (PG) | Sale | 10/15/2021 | $1,001 - $15,000 |
6 | Verizon Communications, Inc. (VZ) | Sale | 09/16/2021 | $1,001 - $15,000 |
7 | Zoom Video Communications, Inc. (ZM) | Sale | 10/15/2021 | $1,001 - $15,000 |
8 | Kimberly-Clark Corp. (KMB) | Sale | 10/15/2021 | $1,001 - $15,000 |
9 | Berkshire Hathaway Inc. (BRKB) | Sale | 09/15/2021 | $1,001 - $15,000 |
10 | JD COM INC | Sale | 09/16/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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