Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/27/2024)
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 | IRA #1 | |||
1.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Roth IRA #2 | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $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 | IRA #1 | |||
1.1 | Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA #2 | |||
2.1 | VanguardGlobal Equity Fund Investor Shares (VHGEX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | ||
3 | D.C. Legislative and Regulatory Services | Salary | ||
4 | Roth IRA #3 | |||
4.1 | T Rowe Price Equity Index 500 Fund (PREIX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | T Rowe Price Value Fund, Inc (TRVLX) | $50,001 - $100,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Alexandria, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | US Bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | US Bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | 529 College Savings Plan: New Hampshire Plan | |||
4.1 | NH Portfolio 2039 (Fidelity Funds) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | NH Portfolio 2033 (Fidelity Fund Port) | $1,001 - $15,000 | None (or less than $201) | |
5 | Bitcoin (Coinbase account) | $1,001 - $15,000 | None (or less than $201) | |
6 | Etherium (Coinbase account) | $1,001 - $15,000 | None (or less than $201) | |
7 | Hennessy Cornerstone Value Fund Investor Class Shares (HFCVX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Brokerage |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $100,001 - $250,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | Completed detail assignment April 2024 |
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