Observations
- Millionaire
Estimated Net Worth
- $4.4 M - $7.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/08/2024)
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 | T Rowe Price Mid-Cap Growth Fund, Inc Class I Shares (RPTIX) | $100,001 - $250,000 | 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 | T Rowe Price Retirement 2030 IRA | Over $1,000,000 | None (or less than $201) | |
2 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | Over $1,000,000 | None (or less than $201) | |
3 | Dykema LLP | Partnership income. | ||
4 | T Rowe Price Retirement I 2035 Fund Class I Shares (TRPJX) | $100,001 - $250,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Tweedy Browne Global Value Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | Sound Shore Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
3 | Royce Micro-Cap Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
4 | T. Rowe Price International Stock | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard Emerging Markets Stock Index Admiral | $50,001 - $100,000 | $1,001 - $2,500 | |
6 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $100,001 - $250,000 | $201 - $1,000 | |
7 | Vanguard U.S. Growth Fund Investor | $15,001 - $50,000 | None (or less than $201) | |
8 | Vanguard Index 500 Fund Admiral | $500,001 - $1,000,000 | $2,501 - $5,000 | |
9 | Virginia 529 2021 portfolio | $100,001 - $250,000 | None (or less than $201) | |
10 | Bank of America checking | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Black Knight, Inc. (BKI) | Sale | 09/12/2023 | $1,001 - $15,000 |
2 | T Rowe Price Mid-Cap Growth Fund, Inc Class I Shares (RPTIX) | Purchase | 12/13/2023 | $1,001 - $15,000 |
3 | Royce Micro-Cap Fund Investment Class Shares (RYOTX) | Purchase | 12/14/2023 | $1,001 - $15,000 |
4 | Sound Shore Fund, Inc Investor Class Shares (SSHFX) | Purchase | 12/27/2023 | $1,001 - $15,000 |
5 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | Purchase | 12/15/2023 | $1,001 - $15,000 |
6 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 12/19/2023 | $1,001 - $15,000 |
7 | Vanguard Health Care Fund Admiral Shares (VGHAX) | Purchase | 12/27/2023 | $1,001 - $15,000 |
8 | T Rowe Price Retirement 2030 Fund (TRRCX) | Purchase | 12/21/2023 | $50,001 - $100,000 |
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 |
|---|---|---|
5 | 2 | The statements for the retirement account do not contain any information about end-of-year dividends or capital gains. Accordingly, I cannot determine if there were any purchases (automatic reinvestments) that would qualify as reportable transactions in the transactions section. |
5 | 4 | The statements for this retirement account do not have any information about end-of-year dividends or capital again. reinvestments) that would qualify as reportable transactions in the transactions section. |
7 | 1 | Stock was sold for cash pursuant to a merger (acquisition of Black Knight, Inc. by International Exchange, Inc.). I did not initiate the transaction and was not aware of it until I noticed on 2-21-24 (when reviewing my 2023 year-end statement) that my brokerage account no longer listed the Black Knight stock. |
7 | 2 | automatic Lt Cp Gn Reinv |
7 | 3 | Automatic Capital Gain reinvestment |
7 | 4 | Capital Gain Reinvested |
7 | 5 | Dividend reinvested |
7 | 6 | Dividend reinvested |
7 | 7 | L-T Cap Gain reinvested |
7 | 8 | Dividends and Capital gains reinvested |
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