Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/09/2024)
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 | HB Industrial | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Roth IRA: | |||
2.1 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | Voya Corporate Leaders 100 Fund II Class A Shares (VYCAX) | $1,001 - $15,000 | $201 - $1,000 | |
2.4 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | IRA: | |||
3.1 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 |
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 Based Bank - Cash Account | $15,001 - $50,000 | None (or less than $201) | |
2 | Residential Real Estate, South County, Rhode Island | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Procter & Gamble Co. (PG) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | SPDR S&P 500 ETF Trust (SPY) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
5 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
6 | Airbnb Inc. Class A Common Stock (ABNB) | $1,001 - $15,000 | None (or less than $201) | |
7 | Amazon.com, Inc. (AMZN) | $50,001 - $100,000 | None (or less than $201) | |
8 | Bumble Inc. Class A Common Stock (BMBL) | $1,001 - $15,000 | None (or less than $201) | |
9 | Nordstrom, Inc. (JWN) | $1,001 - $15,000 | None (or less than $201) | |
10 | Southwest Airlines Co. (LUV) | $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 | Washington Trust | $250,001 - $500,000 | 2021 | 30 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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