Estimated Net Worth
- $35 K - $351 K
Salary
- Unknown
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 | IRA | |||
1.1 | Brown Capital Management Small Company Fund Institutional Share (BCSSX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | FMI International Fund Institutional Class Share (FMIYX) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | Fidelity Advisor Total Bond Fund Class I Shares (FEPIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Goldman Sachs International Small Cap Insights Fund Institutional Class Shares (GICIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Oakmark Select Fund Advisor Class Shares (OAYLX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | New World Fund, Inc Class F2 Shares (NFFFX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Parnassus Mid Cap Fund Institutional Class Shares (PFPMX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | PIMCO Income Fund Class I-2 Shares (PONPX) | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will not participate in this defined contribution plan after my separation. | 1/2012 |
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 | US Bank (Cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Northwestern Mutual Whole Life Plus 100 | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | USAA | $15,001 - $50,000 | 2023 | 5 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | In July 2022, I moved this account from the DC Government 457b to an IRA at a different financial institution. |
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