Estimated Net Worth
- $113 K - $445 K
Salary
- Unknown
Employment
- Started 08/13/2021
Financial Disclosure Details - OGE Form 278e (05/21/2022)
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 | Robbins-Gioia, LLC (Robbins-Gioia, LLC is a program management consulting IT firm.) | Salary/Bonus | ||
2 | RG5 LLC 401(k) Plan | |||
2.1 | Wells Fargo Stable Return Fund Class O | $1,001 - $15,000 | None (or less than $201) | |
2.2 | DWS Real Estate Securities Fund Institutional Class | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Large Cap Value Fund Class L1 | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Large Cap Growth Fund II Class L1 | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Mid Cap Value Fund Class L1 | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Small Cap Value Fund II Class L1 | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Small Cap Growth II Class L1 | $1,001 - $15,000 | None (or less than $201) | |
2.8 | International Growth Fund II Class I1 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank account #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MFS International Intrinsic Value Fund Class R4 Shares (MINHX) | Sale | 09/30/2021 | $1,001 - $15,000 |
2 | JPMorgan U.S. Equity Fund | Purchase | 09/30/2021 | $1,001 - $15,000 |
3 | JP Morgan Large Cap Value Fund Class I2 | Sale | 09/30/2021 | $1,001 - $15,000 |
4 | Small Cap Value Fund II Class L1 | Purchase | 09/30/2021 | $1,001 - $15,000 |
5 | MFS Research International Fund | Sale | 09/30/2021 | $1,001 - $15,000 |
6 | T Rowe Price Blue Chip Growth Fund | Sale | 09/30/2021 | $1,001 - $15,000 |
7 | Gabelli Small Cap Growth Fund | Sale | 09/30/2021 | $1,001 - $15,000 |
8 | MFS Mid Cap Growth Fund | Sale | 09/30/2021 | $1,001 - $15,000 |
9 | DWS Real Estate Securities Fund | Sale | 09/30/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SunTrust Mortgage | $100,001 - $250,000 | 2019 | 30 Years |
2 | Chase | $10,001 - $15,000 | 2018 | Revolving |
3 | SunTrust Lightstream | $15,001 - $50,000 | 2020 | 50 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2.1 | Listed twice in report; this fund is part of Merrill Lynch's Goal Manager investment program |
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