Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.4 M
Salary
- Unknown
Employment
- Started 05/01/2021
Records
- OGE Form 278e (06/30/2023)
- OGE Form 278t (06/30/2022)
- OGE Form 278e (05/16/2022)
- OGE Form 278t (05/15/2022)
- OGE Form 278t (02/24/2022)
- OGE Form 278t (02/24/2022)
- OGE Form 278e (05/31/2021)
- OGE Form 278t (05/31/2021)
- OGE Form 278e (05/15/2020)
- OGE Form 278e (05/16/2019)
- OGE Form 278e (05/15/2018)
- OGE Form 278e (05/14/2017)
Financial Disclosure Details - OGE Form 278e (06/30/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | S & K Realty, LLC | Dunkirk, Maryland | General Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | S & K Realty (Property management, real estate investment) | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
1.1 | Residential Real Estate Waldorf, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
1.2 | Residential real Estate Waldorf, MD | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
1.3 | Residential Real Estate Middle River, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
1.4 | Residential Real Estate Odenton, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
1.5 | Residential Real Estate Oxon Hill, MD | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Real Estate Owings Mill, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
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 | S & K Realty (Property managment, real estate investment) | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
1.1 | Residential Real Estate Waldorf, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
1.2 | Residential Real Estate Waldorf, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
1.3 | Residential Real Estate Middle River, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
1.4 | Residential Real Estate Odenton, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
1.5 | Residential Real Estate Oxon Hill, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | Residential Real Estate Owings Mill, MD | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Private Bank (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | Private Bank (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | Private Bank (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Private Bank (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
5 | Certificate of Deposits | $1,001 - $15,000 | Interest | |
6 | Private Bank (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
7 | Private Bank (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
8 | Brokerage Account | $15,001 - $50,000 | Dividends | None (or less than $201) |
8.1 | iShares Russell 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
8.2 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | VTI | Purchase | 01/10/2022 | $1,001 - $15,000 |
2 | SCHF | Purchase | 01/10/2022 | $1,001 - $15,000 |
3 | BSV | Purchase | 01/10/2022 | $1,001 - $15,000 |
4 | IWM | Purchase | 01/10/2022 | $1,001 - $15,000 |
5 | VWO | Purchase | 01/10/2022 | $1,001 - $15,000 |
6 | IEI | Purchase | 01/11/2022 | $1,001 - $15,000 |
7 | SCHP | Purchase | 01/10/2022 | $1,001 - $15,000 |
8 | GMED | Sale | 01/10/2022 | $1,001 - $15,000 |
9 | T | Sale | 01/10/2022 | $1,001 - $15,000 |
10 | VZ | Sale | 01/10/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Quicken Loans | $100,001 - $250,000 | 2003 | 30 yrs. |
2 | Wells Fargo | $50,001 - $100,000 | 2005 | 30 yrs. |
3 | Citizens One | $100,001 - $250,000 | 2016 | 30 yrs. |
4 | Direct Student Loan | $15,001 - $50,000 | 1993 | 15 yrs. |
5 | Direct Student Loan | $15,001 - $50,000 | 1993 | 15 yrs. |
6 | Caliber Home Loan | $100,001 - $250,000 | 2004 | 30 yrs. |
7 | Caliber Home | $100,001 - $250,000 | 2020 | 30 yrs. |
8 | Caliber | $100,001 - $250,000 | 2021 | 30 yrs. |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Per filer: Company value and all income are wholly constituted by the value and income of the underlying assets. No independent value/income generated by company. |
5 | 1 | Jointly held. See Endnote in Pt. 2 for add'l. |
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