Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $5.9 M
Salary
- Unknown
Employment
- Started 12/13/2022
Financial Disclosure Details - OGE Form 278e (01/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Nashville, Tennessee | Board Member, Secretary | 12/2020 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Mobile Campaign, Inc. (client relationship startup) | $1,001 - $15,000 | None (or less than $201) | |
2 | Wells Fargo company 401k plan | |||
2.1 | State Street NASDAQ 100 Index | $15,001 - $50,000 | None (or less than $201) | |
2.2 | State Street Equity 500 Index (SSSVX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | State Street Target Retirement 2055 (SSDQX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | State Street Target Retirement 2060 (SSDYX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Western NIS Enterprise Fund company 401k plan | |||
3.1 | Mutual of America Small Cap Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Mutual of America Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity VIP Contra Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Twitter, Inc. (TWTR) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. credit union (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | Ford Motor Co. (F) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5 | Residential real estate, Falls Church, VA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
6 | Snap, Inc. (SNAP) | $15,001 - $50,000 | None (or less than $201) | |
7 | U.S. brokerage (cash) account | $1,001 - $15,000 | None (or less than $201) | |
8 | Innovative Industrial Properties Inc. | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
9 | Uber Technologies, Inc. (UBER) | $15,001 - $50,000 | None (or less than $201) | |
10 | SoFi Technologies Inc | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $1,000,001 - $5,000,000 | 2021 | 30 year fixed rate |
2 | Charles Schwab | $15,001 - $50,000 | 2019 | revolving |
3 | SunTrust | $1,000,001 - $5,000,000 | 2006 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Mobile Campaign, Inc. is dormant/ has no ongoing activity. |
5 | 4 | Employment at Virginia Everywhere concluded in 2021. |
8 | 1 | This mortgage is for our home which includes a rental unit. |
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