Observations
- Millionaire
Estimated Net Worth
- $11.7 M - $54.2 M
Salary
- Unknown
Employment
- Started 10/18/2021
Financial Disclosure Details - OGE Form 278e (05/08/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | State's Attorney's Office for Montgomery County, MD | Rockville, Maryland | Assistant State's Attorney | 8/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | State's Attorney's Office for Montgomery County, MD | Salary | $103,394 | |
2 | Roth IRA (Fidelity) | |||
2.1 | DFCEX | $15,001 - $50,000 | $1,001 - $2,500 | |
2.2 | DFVIX | $15,001 - $50,000 | $1,001 - $2,500 | |
2.3 | DISVX | $1,001 - $15,000 | None (or less than $201) | |
2.4 | BOSVX | $1,001 - $15,000 | None (or less than $201) | |
2.5 | QCERX | $1,001 - $15,000 | $2,501 - $5,000 | |
2.6 | ILMN | $15,001 - $50,000 | None (or less than $201) | |
3 | Montgomery County Government DCP | |||
3.1 | Fidelity Small Cap Value, FCPVX | $100,001 - $250,000 | $5,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Montgomery County Government DCP | Rockville, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/2017 |
2 | Montgomery County Government RSP | Rockville, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2012 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Buckingham Strategic Wealth Account | |||
1.1 | DFAT | $100,001 - $250,000 | $1,001 - $2,500 | |
1.2 | DFAX | $50,001 - $100,000 | $1,001 - $2,500 | |
1.3 | DFUEX - US Social Core Equity 2 Portfolio Institutional Class Shares (DFUEX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.4 | DFUVX - US Large Cap Value Portfolio III Institutional Class Shares (DFUVX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.5 | DWUSX - World ex US Targeted Value Portfolio Institutional Class Shares (DWUSX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.6 | AQR International Multi-Style Fund Class R6 Shares (QICRX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Fidelity Brokerage Account | |||
2.1 | Apple, Inc. (AAPL) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
2.2 | AMC Entertainment Holdings, Inc. (AMC) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) (multiple purchases in 2022) | Purchase | 01/24/2022 | $1,001 - $15,000 |
2 | Snowflake Inc. Class A Common Stock (SNOW) | Purchase | 02/03/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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