Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $8.6 M
Salary
- Unknown
Records
- OGE Form 278e (05/09/2023)
- OGE Form 278e (05/13/2022)
- OGE Form 278t (03/21/2022)
- OGE Form 278t (02/03/2022)
- OGE Form 278e (05/15/2021)
- OGE Form 278t (01/04/2021)
- OGE Form 278t (12/21/2020)
- OGE Form 278e (05/12/2020)
- OGE Form 278t (04/24/2020)
- OGE Form 278t (11/25/2019)
- OGE Form 278t (09/24/2019)
- OGE Form 278t (06/19/2019)
- OGE Form 278t (06/13/2019)
- OGE Form 278e (05/09/2019)
- OGE Form 278t (08/27/2018)
- OGE Form 278t (06/21/2018)
- OGE Form 278e (05/03/2018)
- OGE Form 278t (11/28/2017)
- OGE Form 278t (09/06/2017)
- OGE Form 278t (06/14/2017)
- OGE Form 278e (05/04/2017)
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | President | Present | |
2 | Arlington, Virginia | President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Truist Bank CDs | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | Wells Fargo Bank CD | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | Wright Patman Credit Union CDs | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
4 | Wright Patman Credit Union SEP-IRA CDs | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
5 | Dept. of Commerce Credit Union CDs | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | T. Rowe Price Equity Income Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Janus Henderson Global Research Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Dodge & Cox Balanced Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | Torray Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
5 | Vanguard Wellington Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
6 | Mairs & Power Growth Fund | $15,001 - $50,000 | $2,501 - $5,000 | |
7 | Vanguard REIT Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Sit Tax-Free Income Fund | $1,001 - $15,000 | None (or less than $201) | |
9 | Columbia Threadneedle Tax-Exempt Fund | $1,001 - $15,000 | None (or less than $201) | |
10 | Apple Inc. Common Stock | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Arlington County VA General Obligation Bonds, due 8/15/2029 | Purchase | 01/26/2022 | $1,001 - $15,000 |
2 | Arlington County VA General Obligation Bonds, due 8/1/2029 | Purchase | 01/26/2022 | $1,001 - $15,000 |
3 | Apple Common Stock (APPL) | Purchase | 02/03/2022 | $1,001 - $15,000 |
4 | Arlington County VA General Obligation Bonds Due 2/15/2024 | Sale | 02/15/2022 | $1,001 - $15,000 |
5 | Virginia 529 Aggressive Growth Fund | Purchase | 06/21/2022 | $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 |
|---|---|---|
6 | 25 | Washington Real Estate Investment Trust changed its name to Elme Communities. |
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