Observations
- Millionaire
Estimated Net Worth
- $2.8 M - $9.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/21/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | Trustee | Present | |
2 | Arlington, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Individual Retirement Account | |||
1.1 | Fidelity Independence Fund (FDFFX) | $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 | Individual Retirement Account #1 | |||
1.1 | Vanguard Target Retirement 2045 | $15,001 - $50,000 | None (or less than $201) | |
2 | Individual Retirement Account # 2 | |||
2.1 | Vanguard International Growth Investor Shares | $15,001 - $50,000 | None (or less than $201) | |
3 | Individual Retirement Account #3 | |||
3.1 | Vanguard 500 Index Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Global Capital Cycles Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard International Growth Fund Investor Shares (VWIGX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Intellectual Property - photography (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Rental Property, Silver Spring MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Rental Property, Arlington VA | $1,000,001 - $5,000,000 | Rent or Royalties | $201 - $1,000 |
3 | Vacant Land, Chatham Center, NY | $100,001 - $250,000 | None (or less than $201) | |
4 | U.S. Bank Account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. Credit Union Acct # 1 (cash) | $250,001 - $500,000 | Interest Dividends | $201 - $1,000 |
6 | U.S. Credit Union Account #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
7 | Vanguard Cash Reserves Federal Money Market Fund (VMMXX) | $100,001 - $250,000 | $1,001 - $2,500 | |
8 | Schwab Balanced Fund (SWOBX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Schwab Markettrack Conservative Portfolio Fund (SWCGX) | $50,001 - $100,000 | $2,501 - $5,000 | |
10 | T Rowe Price Capital Appreciation Fund (PRWCX) | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $100,001 - $250,000 | 2014 | 15 Years |
2 | Wells Fargo | $50,001 - $100,000 | 1999 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | Primary residence when not assigned overseas on official duty for USG |
8 | 1 | Personal residence when not assigned overseas on official duty for USG |
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