Observations
- Millionaire
Estimated Net Worth
- $4.6 M - $15.7 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Investment Company Institute, defined benefit plan (value not readily ascertainable) | $500,001 - $1,000,000 | ||
2 | Investment Company Institute 401k | $500,001 - $1,000,000 | ||
2.1 | PIMCO Total Return Fund Institutional Class Shares (PTTRX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | American Funds Europac Growth Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Capital Markets Strategies, LLC | $100,001 - $250,000 | Consulting Fees | |
4 | Deferred Compensation Plan - Retirement 2030 Fund | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Checking account | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. Savings account | $15,001 - $50,000 | None (or less than $201) | |
3 | Wells Fargo Checking Account | $15,001 - $50,000 | None (or less than $201) | |
4 | Maryland 529 Plan | $100,001 - $250,000 | None (or less than $201) | |
5 | Fidelity Brokerage Account | $250,001 - $500,000 | ||
5.1 | Charter Communications, Inc. (CHTR) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | The Home Depot, Inc. (HD) | $15,001 - $50,000 | None (or less than $201) | |
5.5 | 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 |
|---|---|---|---|---|
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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