Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $6.2 M
Salary
- $180 K
Employment
- Started 10/01/2023
Records
Financial Disclosure Details - OGE Form 278e (01/16/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Deputy, Climate Personnel | 1/2021 | |
2 | Reston, Virginia | Chief of Policy and Advocacy | 1/2021 | |
3 | Alexandria, Virginia | Co-trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | U.S. bank account (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | General Dynamics Corp. (GD) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | The Sherwin-Williams Co. (SHW) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Goldman Sachs Technology Opportunities Fund Investor Class Shares (GISTX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Invesco Equally-Weighted S&P 500 Fund Cl Y Shs (VADDX) | $100,001 - $250,000 | None (or less than $201) | |
1.6 | Invesco S&P MidCap Low Volatility ETF (XMLV) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Schwab US Large-Cap Value ETF (SCHV) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Wasatch Ultra Growth Fund Investor Class Shares (WAMCX) | $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 | Oxford Finance LLC (Corporate Healthcare Lender) | salary, bonus | ||
2 | Oxford Finance LLC 401k Plan | |||
2.1 | PIMCO High Yield Instl (PHIYX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | PIMCO Real Return Instl (PRRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | TRS Stable Pooled Fund | $250,001 - $500,000 | None (or less than $201) | |
2.4 | Vanguard Total Bond Market Index (VBTIX) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Fidelity Emerging Markets (FEMKX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Franklin Small Cap Growth R6 (FSMLX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Nuveen Real Estate Securities I (FARCX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Institutional Index I (VINIX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
2 | T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3 | AbbVie, Inc. (ABBV) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | Alphabet, Inc. (GOOG) | $50,001 - $100,000 | None (or less than $201) | |
5 | Amazon.com, Inc. (AMZN) | $50,001 - $100,000 | None (or less than $201) | |
6 | Apple, Inc. (AAPL) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
7 | Citibank Corp Bond | $1,001 - $15,000 | Dividends | $201 - $1,000 |
8 | CSX Corp. (CSX) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | Dow, Inc. (DOW) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | The Kraft Heinz Co. (KHC) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Quicken Loans | $10,001 - $15,000 | 2019 | 15 |
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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