Estimated Net Worth
- $296 K - $1.1 M
Salary
- Unknown
Employment
- Started 11/29/2023
Records
Financial Disclosure Details - OGE Form 278e (12/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Vienna, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Thornberg International Value A (TGVAX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Thornberg International Value C (THGCX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Thornberg Global Opps C (THOCX) | $15,001 - $50,000 | 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 | Roth IRA | |||
1.1 | Capital Income Builder A (CAIBX) | $50,001 - $100,000 | None (or less than $201) | |
2 | TIAA-CREF | |||
2.1 | Amnesty International 403B TDA Plan | |||
2.1.1 | CREF Money Market Fund R1 | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Stimson Center 403B DC Plan | |||
2.2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2.2 | CREF Stock R1 | $1,001 - $15,000 | None (or less than $201) | |
2.2.3 | CREF Growth R1 | $1,001 - $15,000 | None (or less than $201) | |
2.2.4 | CREF Global Equities R1 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Growth Fund (USAAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia Prepaid 529 Tuition Account for DC1 | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia Prepaid 529 Tuition Account for DC2 | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. Bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. brokerage account: | |||
5.1 | Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
6 | VA Invest529 College Savings Plan, Portfolio 2030 for DC1 | $1,001 - $15,000 | None (or less than $201) | |
7 | VA Invest529 College Savings Plan, Portfolio 2033 for DC2 | $1,001 - $15,000 | None (or less than $201) | |
8 | Northwestern Mutual Life Insurance, whole life | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Mortgage | $100,001 - $250,000 | 2012 | 15 year fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | As of the filing date of this report, this trust is not funded. |
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