Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $12.1 M
Salary
- Unknown
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (02/26/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Rosslyn, Virginia | Specialist Leader | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Deloitte Consulting LLP emp | Salary and Bonus | $393,640 | |
2 | Deloitte Consulting 401K | |||
2.1 | Vanguard Value Index Fund Inst | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Inst Tot Bd Mkt Ix Tr | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Target Retire 2035 Tr | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Instl Tot Stk Mkt Idx Tr | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Instl 500 Index Trust | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Vanguard Dev Mkt Index Inst Plus | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Inst Tot Intl St Mt Ix T | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Vanguard Sm-Cap Index Inst Plus | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Rosslyn, Virginia | I will participate in this defined contribution plan after my separation. I will transfer these assets to the Thrift Savings Plan. | 2/2017 | |
2 | Rosslyn, Virginia | I will transfer/roll the balance of my cash balance pension plan, upon resignation, into the Thrift Savings plan. Employer will cease making contributions upon my separation. | 2/2017 | |
3 | Rosslyn, Virginia | Pursuant to the Deloitte Annual Incentive Program, I am eligible for a performance bonus for calendar year 2022. If I am awarded a bonus, I will receive it before I assume the duties of the position or I will forfeit it. | 1/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Rosslyn, Virginia | Consulting to US. Navy on Financial Systems Transformation Project |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Proshares UltraPro QQQ (TQQQ) | $250,001 - $500,000 | $1,001 - $2,500 | |
2 | Technology Select Sector SPDR Fund (XLK) | $50,001 - $100,000 | $201 - $1,000 | |
3 | Technology Select Sector SPDR Fund (XLK) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard Mid-Cap Growth Fund (VMGRX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Undeveloped land, Stafford, VA | $250,001 - $500,000 | None (or less than $201) | |
6 | US Credit Union Account (CASH) | $1,001 - $15,000 | None (or less than $201) | |
7 | US Bank 2 Account (Cash) | $100,001 - $250,000 | None (or less than $201) | |
8 | US BANK ACCOUNT 1 SPOUSE (CASH) | $1,001 - $15,000 | None (or less than $201) | |
9 | US Bank Account 3 | $1,001 - $15,000 | None (or less than $201) | |
10 | US Brokerage Account 2 (Cash) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank Mortgage | $100,001 - $250,000 | 2013 | 15 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3.2 | This account held the reported amount pending purchase of securities during the reporting period. As of the reporting date the account held less than $1,000. |
2 | 5 | Pursuant to the Deloitte Annual Incentive Program, I am eligible for a performance bonus for calendar year 2022. If I am awarded a bonus, I will receive it before I assume the duties of the position or I will forfeit it. |
6 | 10 | As of the reporting date of this OGE-278 report, this account held less than $1,000. |
8 | 1 | This mortgage was fully paid off in January, 2023. |
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