Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.1 M
Salary
- Unknown
Records
- OGE Form 278t (05/03/2023)
- OGE Form 278e (04/23/2023)
- OGE Form 278t (04/11/2023)
- OGE Form 278t (03/12/2023)
- OGE Form 278t (01/15/2023)
- OGE Form 278t (09/21/2022)
- OGE Form 278t (08/22/2022)
- OGE Form 278t (05/17/2022)
- OGE Form 278e (04/23/2022)
- OGE Form 278t (12/18/2021)
- OGE Form 278t (08/24/2021)
- OGE Form 278e (04/21/2021)
- OGE Form 278t (04/11/2021)
- OGE Form 278t (02/27/2021)
- OGE Form 278t (01/10/2021)
- OGE Form 278t (01/04/2021)
- OGE Form 278e (04/10/2020)
- OGE Form 278t (02/07/2020)
- OGE Form 278t (12/29/2019)
- OGE Form 278t (06/17/2019)
- OGE Form 278t (06/08/2019)
- OGE Form 278e (04/29/2019)
- OGE Form 278t (01/14/2019)
- OGE Form 278t (01/03/2019)
- OGE Form 278t (10/15/2018)
- OGE Form 278t (10/10/2018)
- OGE Form 278t (09/24/2018)
- OGE Form 278t (08/03/2018)
- OGE Form 278e (05/02/2018)
- OGE Form 278t (01/12/2018)
- OGE Form 278t (09/15/2017)
- OGE Form 278e (04/11/2017)
- Resume
Financial Disclosure Details - OGE Form 278e (04/23/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington, Virginia | trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | U.S. bank (sweep account) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Inherited IRA | |||
2.1 | Citigroup, Inc., bond | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Conagra Brands, Inc., bond | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Equifax, Inc., bond | $1,001 - $15,000 | None (or less than $201) | |
2.4 | JP Morgan Chase, bond | $1,001 - $15,000 | $201 - $1,000 | |
2.5 | Lazard Group, bond | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Time Warner, Inc., bond | $1,001 - $15,000 | 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 | AECOM | salary | ||
2 | AECOM 401(k) | |||
2.1 | AECOM Stable Value | $50,001 - $100,000 | None (or less than $201) | |
2.2 | AECOM International Equity Fund | $100,001 - $250,000 | None (or less than $201) | |
2.3 | AECOM Fixed Income Fund | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Primecap Core Fund Investor Class (VPCCX) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | AECOM stock (ACM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
2.6 | AECOM Explorer Fund Admiral Class (VEXRX) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | Oakmark Fund Class R6 (OAZMX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Thrivent Variable Universal Life Insurance (cash surrender value) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Meridian Contrarian Fund (MVALX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2 | Mairs and Power Growth Fund (MPGFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Fidelity Small Cap Stock Fund (FSLCX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | Thrivent Financial Municipal Bond Fund A (AAMBX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | Virginia 529 VEST (Stable Value Fund) | $15,001 - $50,000 | None (or less than $201) | |
6 | Virginia 529 VEST (Chesapeake/2021 Portfolio) | $50,001 - $100,000 | $201 - $1,000 | |
7 | USAA Whole Life Insurance (DC 1) | $1,001 - $15,000 | None (or less than $201) | |
8 | USAA Whole Life Insurance (DC 2) | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. financial institution #1 (cash accounts) | $15,001 - $50,000 | None (or less than $201) | |
10 | U.S. financial institution #2 (cash accounts) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VA 529 Stable Value | Sale | 05/16/2022 | $1,001 - $15,000 |
2 | VA 529 Chesapeake portfolio | Sale | 09/08/2022 | $1,001 - $15,000 |
3 | VA 529 Stable Portfolio | Purchase | 09/08/2022 | $1,001 - $15,000 |
4 | VA 529 Stable portfolio | Sale | 09/21/2022 | $1,001 - $15,000 |
5 | Jackson Square SMID-Cap Growth (JSMVX) | Sale | 08/19/2022 | $1,001 - $15,000 |
6 | PGIM Jennison International Opps Z (PWJZX) | Sale | 08/19/2022 | $1,001 - $15,000 |
7 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Sale | 08/19/2022 | $1,001 - $15,000 |
8 | Schwab S&P 500 Index Fund (SWPPX) | Purchase | 08/17/2022 | $1,001 - $15,000 |
9 | Schwab Value Advantage Money Fund- Investor Shares | Sale | 12/17/2022 | $1,001 - $15,000 |
10 | Oakmark Fund Investor Class (OAKMX) | Sale | 11/30/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | College Avenue Loans, Wilmington, DE | $10,001 - $15,000 | 2019 | 10 years |
2 | Sallie Mae Smart Option | $15,001 - $50,000 | 2020 | 12 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | co-signed loan for friend of my son. |
8 | 2 | co-signed loan for friend of my son. |
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