Observations
- Millionaire
Estimated Net Worth
- $3.6 M - $9.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/13/2023)
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 | Fidelity International Index Fund (FSPSX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100,000 | $201 - $1,000 | |
3 | Fidelity Canada Fund (FICDX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Fidelity Canada Fund (FICDX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | Fidelity Investments Life Insurance Co., variable annuity | |||
5.1 | Fidelity VIP FundsManager 70 (FNAZC) | $250,001 - $500,000 | None (or less than $201) | |
6 | Fidelity Multi Asset Index Fund (FFNOX) | $15,001 - $50,000 | $2,501 - $5,000 | |
7 | Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Fidelity Government Money Market Fund (SPAXX) | $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 | World Bank | salary, bonus | ||
2 | World Bank Defined Benefit Pension Plan | Over $1,000,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | DC College Savings Plan: U.S. Total Stock Market Index Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | TIAA-CREF Equity Index Fund (TINRX) | $15,001 - $50,000 | None (or less than $201) | |
4 | TIAA-CREF Equity Index Fund (TINRX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Vanguard Emerging Markets Stock Index Fund (VEMAX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | DC College Savings Plan: Principal Protected Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | Fidelity Extended Market Index Fund (FSMAX) | $1,001 - $15,000 | None (or less than $201) | |
8 | DC College Savings 2031 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
9 | DC College Savings 2031 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
10 | Fidelity Four-in-One Index Fund (FFNOX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | U.S. Total Stock Market Index Portfolio | Sale | 07/18/2022 | $1,001 - $15,000 |
2 | Principal Protected Portfolio | Sale | 07/18/2022 | $1,001 - $15,000 |
3 | Fidelity Total Market Index Fund (FSKAX) | Purchase | 12/16/2022 | $1,001 - $15,000 |
4 | Fidelity Four-in-One Index Fund (FFNOX) | Purchase | 12/29/2022 | $1,001 - $15,000 |
5 | Residential property in Sperryville, VA | Purchase | 06/15/2022 | $500,001 - $1,000,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank Fund Staff Credit Union | $500,001 - $1,000,000 | 2021 | 30 years |
2 | Chase | $15,001 - $50,000 | 2022 | revolving |
3 | Tiger Handyman LLC | $15,001 - $50,000 | 2022 | on demand |
4 | PNC Bank | $250,001 - $500,000 | 2021 | 30 years |
5 | Fresco Mechanical LLC | $15,001 - $50,000 | 2022 | on demand |
6 | Pennymac | $250,001 - $500,000 | 2022 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2 | The World Bank Defined Benefit Pension Plan (and the underlying components of that plan), does not invest in any underlying assets, but, instead, uses certain indicies to determine the pension returns to provide. Accordingly, it is a defined benefit plan and not a defined contribution plan (and does not require the reporting of underlying assets). |
6 | 1 | Formerly FSTVX |
6 | 2 | 529 |
6 | 3 | Coverdell |
6 | 4 | Coverdell |
6 | 6 | 529. Automatically converted by DC College Savings plan March 24, 2017 from Ameritas Principal Plus. |
6 | 7 | Formerly FSEMX |
6 | 8 | 529 |
6 | 9 | 529 |
6 | 20 | 529 |
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