Estimated Net Worth
  • estimated net worth
    $428 K - $1.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/01/2023)

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$100,001 - $250,000
Interest
$201 - $1,000
2
Virginia College Savings Program FBO Child #2 529
Cash payments
$90,540
2.1
Short-Term Bond Fund of America Class 529- A Shares (CAAFX)
$1,001 - $15,000
None (or less than $201)
2.2
American Funds US Government Money Market Fund Class 529-A Shares (AAFXX)
$1,001 - $15,000
None (or less than $201)
2.3
Capital World Growth & Income Fund Class 529-A Shares (CWIAX)
$15,001 - $50,000
None (or less than $201)
2.4
Growth Fund of America Class 529-A Shares (CGFAX)
$15,001 - $50,000
None (or less than $201)
3
BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX)
$15,001 - $50,000
$1,001 - $2,500
4
American Funds Growth Portfolio Class F2 Shares (GWPEX)
$50,001 - $100,000
$2,501 - $5,000
5
PGIM JennisonGlobal Opportunities Fund Class Z Shares (PRJZX)
$15,001 - $50,000
None (or less than $201)
6
FS Energy & Power Fund Common
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Lakeview/Mr. Cooper
$500,001 - $1,000,000
2020
30-year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
529 for child #2 (youngest dependent child) Amount listed under "Income Amount" is the cash payment in 2022 and part of 2023 for school fees.
6
20
529 for child #1 (eldest dependent child) Amount listed under "Income Amount" is the cash payment in 2022 for remaining school fees. Liquidated for cash payment for school expenses 8/11/22. No current value in account.
8
1
Mortgage refinanced with BB&T in 2020. Mortgage sold from BB&T to Lakeview/Mr. Cooper in 2022.

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