Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $11.0 M
Salary
- Unknown
Employment
- Started 12/07/2021
Financial Disclosure Details - OGE Form 278e (08/13/2023)
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 |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Mega Cap Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Dividend Growth | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Fidelity Blue Chip Growth | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity Overseas | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity Government Cash Reserves | $50,001 - $100,000 | 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 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Baker Hostetler 401(k) | |||
3.1 | Fidelity Puritan | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Fidelity Contra Fund | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Fidelity Growth Company | $250,001 - $500,000 | None (or less than $201) | |
3.4 | Wells Fargo Government Securities Fund (AS Government Securities) | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Principal SmallCap Fund Class R-6 Shares (PSMLX) | $100,001 - $250,000 | None (or less than $201) | |
3.6 | BakerHostetler Composite Funds | $500,001 - $1,000,000 | None (or less than $201) | |
3.7 | T Rowe Price Dividend Growth 1 | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Magellan | $15,001 - $50,000 | $201 - $1,000 | |
2 | Fidelity Government Cash Reserves | $15,001 - $50,000 | Interest | None (or less than $201) |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Residential rental property, Washington, DC | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
5 | U.S. Savings Bonds | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | Northwestern Mutual Adjustable Comp Life, Whole Life | $100,001 - $250,000 | Interest | $201 - $1,000 |
8 | DC College Savings Plan 1 | |||
8.1 | Ascensus DC College Savings 2025 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
9 | DC College Savings Plan 2 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | TD Bank | $500,001 - $1,000,000 | 2019 | 30 years |
2 | M&T Bank | $100,001 - $250,000 | 2016 | Open-ended |
3 | PennyMac | $500,001 - $1,000,000 | 2020 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Paramount | Washington, District of Columbia | Kennedy Center Honors Brunch 12/3/22 | $420 |
2 | Paramount | Washington, District of Columbia | Kennedy Center Honors Reception 12/4/22 | $420 |
3 | Kennedy Center/Paramount | Washington, District of Columbia | CBS/Kennedy Center Honors Gala and Supper 12/4/22 | $10,060 |
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Former Capital Account - Baker Hostetler transferred to bank checking and savings account. |
5 | 2 | Former Baker Hostetler Cash Balance converted to IRA cash account. |
5 | 7 | Spouse departed from the firm in February 2022. |
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