Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.1 M
Salary
- Unknown
Employment
- Started 11/01/2023
Financial Disclosure Details - OGE Form 278e (01/20/2023)
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 | Roth IRA | |||
1.1 | T Rowe Price Equity Income Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Janus Henderson Overseas Fd CL | $1,001 - $15,000 | 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 | Organic India (Produces organic health products, such as tea and supplements) | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Arlington, VA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Real Estate, Sonoma, California | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | U.S. bank #1 (cash account) | None (or less than $1,001) | Interest | $201 - $1,000 |
4 | U.S. bank #2 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
5 | Millennium BCP, Lisbon Portgual (cash account) | None (or less than $1,001) | None (or less than $201) | |
6 | HDFC Bank, New Delhi, India (cash account) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
7 | U.S. bank #3 (cash account) | $1,001 - $15,000 | Interest | $201 - $1,000 |
8 | DSK Bank, Sofia, Bulgaria (cash account) | $1,001 - $15,000 | None (or less than $201) | |
9 | Pfizer | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | 529 Utah Educational Savings Plan Age- based Aggressive #1 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase Bank | $50,001 - $100,000 | 2013 | 20 years |
2 | Cenlar | $500,001 - $1,000,000 | 2022 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 9 | Spouse purchased this stock in March 2021. It is currently worth around $5000. We understand that if it reaches $15,000 we will need to divest because of potential conflict of interest issues. |
6 | 13 | Spouse pays approximately $1000.00 into account every year. When it matures in 2027 he will receive back $20,000-$30,000 in interest. |
6 | 19 | We own a 50% interest in this property worth a total of 213,000 euros. |
8 | 1 | I purchased this condo in 2004 and refinanced the loan in 2013, for a 20 year term. |
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