Estimated Net Worth
- $211 K - $565 K
Salary
- Unknown
Employment
- Started 02/01/2023
Records
Financial Disclosure Details - OGE Form 278e (01/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Hampden Sydney College | Hampden Sydney, Virginia | Advisor, Wilson Center for Leadership | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Latin America | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity New Markets Income | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Fidelity Dividend Growth | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity Government Cash Reserves | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
2 | US credit union #1 (cash account) | $100,001 - $250,000 | None (or less than $201) | |
3 | Virginia Pre-Paid College Trust (Virginia529): university plan - 4 years | $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 | USBank | $500,001 - $1,000,000 | 2021 | 20yrs |
2 | CMC Funding Specialized Loan Servicing | $50,001 - $100,000 | 2018 | 30 Years |
3 | US Bank | $50,001 - $100,000 | 2019 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I am a member of the advisory board for the Center for Excellence in Leadership, a subunit within Hampden Sydney College. My service is unpaid and I have no fiduciary duties of the sort exercised by officers, directors, or trustees. |
2 | 1.4 | Cash account in IRA, unintentionally omitted in previous disclosures. |
8 | 1 | Refinanced mortgage on primary residence during reporting period. |
8 | 2 | Paid off |
8 | 3 | Paid off |
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