Estimated Net Worth
- $600 K - $2.2 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NFS/FMTC ROLLOVER IRA FBO #1 | |||
1.1 | AMCAP FUND A - AMCPX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIDELITY ADV MID CAP VALUE C - FMPEX | $15,001 - $50,000 | None (or less than $201) | |
1.3 | GLOBAL FUND A - OPPAX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | INTERMEDIATE BOND FUND OF AMERICA- A - AIBAX | $15,001 - $50,000 | None (or less than $201) | |
1.5 | US Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity Advisor Mid Cap Value Fund Class A Shares (FMPAX) | $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 | NFS/FMTC ROLLOVER IRA FBO #2 | |||
1.1 | DODGE & COX INTERNATIONAL STOCK - DODFX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIDELITY CONTRAFUND FD - FCNTX | $50,001 - $100,000 | None (or less than $201) | |
1.3 | CARILLON EAGLE MIDCAP GROWTH FUND CLASS I - HAGIX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | PRUDENTIAL TOTAL RETURN BOND CL Z - PDBZX | $15,001 - $50,000 | None (or less than $201) | |
1.5 | SCIENCE & TECH OPPS - BGSIX | $15,001 - $50,000 | None (or less than $201) | |
1.6 | US Brokerage Account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American Funds Strategic Bond Fund Class F2 Shares (ANBFX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | New World Fund, Inc Class F2 Shares (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR S&P 500 ETF Trust (SPY) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | LIFE INSURANCE #1 - AMERITAS LIFE INSURANCE CORP (variable life) | |||
1.1 | CALVERT VP S&P 500 INDEX | $15,001 - $50,000 | None (or less than $201) | |
2 | LIFE INSURANCE - #2- AMERITAS LIFE INSURANCE CORP (variable life) | |||
2.1 | CALVERT VP S&P 500 INDEX | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia College Savings Plan /COLLEGEAMERICA #1 | |||
3.1 | American Funds EuroPacific Gr 529A - CEUAX | None (or less than $1,001) | None (or less than $201) | |
3.2 | AMERICAN FUNDS FUNDAMENTL INVS 529A - CFNAX | None (or less than $1,001) | None (or less than $201) | |
3.3 | AMERICAN FUNDS GR FND OF AMERICA 529A - CGFAX | $1,001 - $15,000 | None (or less than $201) | |
3.4 | American Funds New World 529A - CNWAX | None (or less than $1,001) | None (or less than $201) | |
3.5 | American Funds Inflation Linked Bond Fund Class 529-C Shares (CNLCX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | CyberArk Software Ltd. Ordinary Shares (CYBR) | Purchase | 01/10/2023 | $1,001 - $15,000 |
2 | Okta, Inc. (OKTA) | Sale | 09/22/2023 | $1,001 - $15,000 |
3 | Fidelity Advisor Mid Cap Value Fund Class C Shares (FMPEX) | Purchase | 11/20/2023 | $1,001 - $15,000 |
4 | Fidelity Advisor Mid Cap Value Fund Class A Shares (FMPAX) | Sale | 11/20/2023 | $1,001 - $15,000 |
5 | Gabelli Small Cap Growth Fund Class I Shares (GACIX) | Purchase | 10/17/2023 | $1,001 - $15,000 |
6 | Ivy Mid Cap Income Opportunities Fund Class I Shares (IVOIX) | Purchase | 03/23/2023 | $1,001 - $15,000 |
7 | New World Fund, Inc Class F2 Shares (NFFFX) | Purchase | 03/23/2023 | $1,001 - $15,000 |
8 | Growth Fund of America Class A Shares (AGTHX) | Purchase | 12/18/2023 | $1,001 - $15,000 |
9 | Invesco Floating Rate Fund Class Y Shares (AFRYX) | Purchase | 09/26/2023 | $15,001 - $50,000 |
10 | ThornburgGlobal Opportunities Fund Class I Shares (THOIX) | Purchase | 11/15/2023 | $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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