Observations
- Millionaire
Estimated Net Worth
- $2.2 M - $6.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/19/2024)
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 |
|---|---|---|---|---|
1 | Noblis 401(k) | |||
1.1 | Fidelity Freedom 2030 K (FSNQX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2 | Roth IRA | |||
2.1 | GVI-JPM USG Cash | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Aberdeen Asia-Pacific Income Fund (FAX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2.3 | BP (BP) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.4 | Bank of America Corporation depository shares (BML) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.5 | Bank of America Corporation preferred stock (BAC PRE) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.6 | BankUnited, Inc. (BKU) | $1,001 - $15,000 | Dividends Capital Gains | $1,001 - $2,500 |
2.7 | Blackrock Corporate High Yield Fund (HYT) | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Noblis | Reston, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2014 |
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 | Arven Corp | |||
1.1 | Rental home, Layton, Utah | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
1.2 | Investment Home, West Chester, PA | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Rental Multifamily 9 Units Wilmington, DE | $500,001 - $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
2 | IRA | |||
2.1 | AGNC Investment Corporation (AGNC) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.2 | General Electric (GE) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.3 | PPL Corporation (PPL) | $1,001 - $15,000 | Dividends Capital Gains | $201 - $1,000 |
2.4 | American Funds The Growth Fund of America (AGTHX) | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | American Funds Investment Company of America (AIVSX) | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Variable Universal Life Insurance | |||
1.1 | Hartford Balanced Fund (ITTAX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Hartford Capital Appreciation Fund (ITHAX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Hartford Dividend and Growth Fund (IHGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Hartford MidCap Fund (HFMCX) | $1,001 - $15,000 | None (or less than $201) | |
2 | PPL Corporation (PPL) | $100,001 - $250,000 | Dividends Capital Gains | $15,001 - $50,000 |
3 | American Electric Power Co. (AEP) | $15,001 - $50,000 | Dividends Capital Gains | $5,001 - $15,000 |
4 | Rental Home, Burleson TX | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
5 | Rental Home Crowley TX | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
6 | Rental Home 2 Burleson TX | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | KVUE 500 Shares | Purchase | 09/19/2023 | $1,001 - $15,000 |
2 | Rental Home, Upper Darby PA | Sale | 06/15/2023 | $100,001 - $250,000 |
3 | Rental Home Anderson SC | Purchase | 10/17/2023 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Bank | $50,001 - $100,000 | 2009 | 30 year |
2 | US Bank | $50,001 - $100,000 | 2009 | 30 years |
3 | Franklin Mint FCU | $100,001 - $250,000 | 2018 | 30 years |
4 | Franklin Mint FCU | $250,001 - $500,000 | 2017 | 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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