Estimated Net Worth
- $466 K - $1.1 M
Salary
- Unknown
Employment
- Started 12/13/2022
Records
Financial Disclosure Details - OGE Form 278e (07/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | J Kirby Simon Foreign Service Trust | New Haven, Connecticut | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | T Rowe Price Sci and Tech Fund | $15,001 - $50,000 | None (or less than $201) |
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 | Roth IRA | |||
1.1 | T Rowe Price Sci and Tech Mutual Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Oracle | $1,001 - $15,000 | None (or less than $201) | |
2 | Qualcomm | $1,001 - $15,000 | None (or less than $201) | |
3 | Intel Corp | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Home Depot | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5 | U.S. credit union (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | Fidelity Low Priced Stock Fund (FLPSX) | $100,001 - $250,000 | $5,001 - $15,000 | |
7 | New Perspectives Mutual Fund (ANWPX) | $250,001 - $500,000 | $5,001 - $15,000 | |
8 | Virginia Prepaid College Tuition, Tier I -- 8 semesters | $15,001 - $50,000 | None (or less than $201) | |
9 | Virginia College Savings Plan | |||
9.1 | 2018 Portfolio | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | The Decanted 2008 Robert B. Hoffman GST Trust | $250,001 - $500,000 | 2017 | open ended |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 10 | Other assets do not meet the reporting threshold. |
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