Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $6.9 M
Salary
- Unknown
Employment
- 10/14/2014 - 06/30/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (02/24/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Cohen Milstein Sellers & Toll PLLC (law firm) | salary (draw) and bonus (partnership distribution) | ||
2 | Cohen Milstein Sellers & Toll PLLC, capital account | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Apple (AAPL) | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Goldman Sachs (GS) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Huntington Bancshares (HBAN) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Ishares Russell 2000 Growth ETF (IWO) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Invesco QQQ Trust Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank #1 (cash) | $250,001 - $500,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
4 | Goldman Sachs (GS) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
5 | U.S. bank #3 (cash) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
6 | U.S. bank #4 (cash) | $500,001 - $1,000,000 | Interest | $5,001 - $15,000 |
7 | U.S. bank #5 (cash) | $1,001 - $15,000 | None (or less than $201) | |
8 | U.S. bank #6 (cash) | $15,001 - $50,000 | None (or less than $201) | |
9 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
10 | Virginia529 College Savings Plan #2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Ally Bank | $500,001 - $1,000,000 | 2015 | 15 years |
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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