Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.1 M
Salary
- Unknown
Employment
- 01/01/2017 - 09/01/2022
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (04/16/2022)
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 |
|---|---|---|---|---|
1 | Inherited IRA Lincoln Financial Group (T Rowe Price Equity Income PRFDX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2 | Inherited IRA Lincoln Financial Group (Fidelity Contrafund FCNTX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3 | Inherited IRA Lincoln Financial Group (Vanguard Total Bond Index VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Inherited IRA Lincoln Financial Group Stable Value Account fixed annuity (formerly SAGIC Diversified Bond II) | $15,001 - $50,000 | None (or less than $201) | |
5 | Inherited IRA Dodge & Cox Stock Fund (DODGX) | $50,001 - $100,000 | $2,501 - $5,000 |
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 |
|---|---|---|---|---|
1 | NatureServe (Scientific Non-Governmental Organization) | salary | ||
2 | Fidelity Growth & Income (FGRIX) | $100,001 - $250,000 | $15,001 - $50,000 | |
3 | Fidelity 500 Index (FXAIX) | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | Fidelity Contrafund (FCNTX) | $250,001 - $500,000 | $50,001 - $100,000 | |
5 | Fidelity Govt Money Market Fund (SPAXX) | $15,001 - $50,000 | $2,501 - $5,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Cash, Checking) | $100,001 - $250,000 | None (or less than $201) | |
2 | Rental Townhouse (Oakton, VA) | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Vanguard Prime Money Market Fund (VMMXX) | $250,001 - $500,000 | $2,501 - $5,000 | |
4 | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | $15,001 - $50,000 | |
5 | Vanguard High-Yield Tax-Exempt (VWAHX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard Total Stock Market Index Admiral Shares (VTSAX) | $50,001 - $100,000 | $5,001 - $15,000 | |
7 | Dodge & Cox Stock Fund (DODGX) | $50,001 - $100,000 | $5,001 - $15,000 | |
8 | U.S. Bank #2 (Cash, Savings) | $15,001 - $50,000 | Interest | $201 - $1,000 |
9 | Virginia 529 for Daughter (Potomac Plan) | $15,001 - $50,000 | $201 - $1,000 | |
10 | Maryland 529 for Daughter (Portfolio for Education Today) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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