Observations
- Millionaire
Estimated Net Worth
- $4.4 M - $13.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/04/2024)
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 | IRA | |||
1.1 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $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 | U.S. Department of Defense | salary | ||
2 | Ocean City, MD condo | $250,001 - $500,000 | None (or less than $201) | |
3 | UBS Strategic Wealth Fund | $1,000,001 - $5,000,000 | None (or less than $201) | |
3.1 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | AbbVie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Accenture Plc (ACN) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | American Financial Group, Inc. (AFG) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Air Products & Chemical Inc. - APD | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | ClearBridge Small Cap Growth Fund Class I Shares (SBPYX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | The Hershey Co. (HSY) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | The Home Depot, Inc. (HD) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.8 | Medtronic Plc (MDT) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | PepsiCo, Inc. (PEP) | $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 | UBS | $100,001 - $250,000 | 2023 | 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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