Estimated Net Worth
- $221 K - $1.1 M
Salary
- Unknown
Employment
- Started 07/18/2021
Records
Financial Disclosure Details - OGE Form 278e (11/12/2021)
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 | Oakmark Select Fund IRA | $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 | IRA #1 | cash distribution | $19,821 | |
1.1 | Chase IRA Deposit Sweep (QVERQ) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Salem STR TR 500 Index Fund (FXAIX) | $50,001 - $100,000 | $201 - $1,000 | |
1.3 | Fidelity Salem STR TR International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | JP Morgan Exchange BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | JP Morgan Exchange BetaBuilders Developed Asia ex-Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | JP Morgan Exchange BetaBuilders Europe ETF (BBEU) | $1,001 - $15,000 | $201 - $1,000 | |
1.7 | JP Morgan Exchange BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | SIX Circles TR International Unconstrained Equity Fund (CIUEX) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | SIX Circles TR US Unconstrained Equity Fund (CUSUX) | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Savings Account - U.S. Banking Institution | $1,001 - $15,000 | Interest | None (or less than $201) |
2 | Maryland College Investment 529 Plan (portfolio 2018) | $1,001 - $15,000 | None (or less than $201) | |
3 | Maryland College Investment 529 Plan (Portfolio 2021) | $1,001 - $15,000 | None (or less than $201) | |
4 | Disney Vacation Club - Time Share | $15,001 - $50,000 | None (or less than $201) | |
5 | IRA Cust. #2 | |||
5.1 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Fidelity Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Fidelity Real Estate Income Fund (FRIFX) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | MFS Utilities Fund Class I Shares (MMUIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Penfed | $15,001 - $50,000 | 2013 | revolving |
2 | US Department of Education | $100,001 - $250,000 | 1989 | 30 years |
3 | Penfed | $15,001 - $50,000 | 2013 | revolving |
4 | US Department of Education | $100,001 - $250,000 | 1983 | 30 years |
5 | Discover | $10,001 - $15,000 | 2009 | revolving |
6 | American Express | $15,001 - $50,000 | 1996 | revolving |
7 | Chase | $10,001 - $15,000 | 2016 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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