Estimated Net Worth
- $255 K - $1.1 M
Salary
- Unknown
Employment
- Started 05/01/2022
Records
Financial Disclosure Details - OGE Form 278e (01/02/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | NATIONAL PTA | ALEXANDRIA, Virginia | Director of Strategic Communications | 5/2022 |
2 | Media Mingle, LLC also dba The Capstone Crate | Washington DC, District of Columbia | Co-Founder | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | NATIONAL PTA | Salary | $205,096 | |
2 | Media Mingle, LLC (communications/PR consulting) also dba The Capstone Crate (subscription box business) | $15,001 - $50,000 | business income | $20,000 |
3 | National PTA 403 (B) Plan | |||
3.1 | Goldman Sachs Small Cp Val Insights r6 (GTTUX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | MFS Mid Cap Value R6 (MVCKX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | American Funds American Mutual R6 (RMFGX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Fidelity 500 Index (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Fidelity US Bond Index (FXNAX) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Allspring Real Return Fund R6 (IPBJX) | $15,001 - $50,000 | None (or less than $201) | |
3.7 | American Funds EuroPacific Growth Fund Class R-6 (RERGX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | National PTA | Alexandria, Virginia | I will continue to participate in this defined contribution plan but the employer has ceased making contributions upon my separation. | 5/2010 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | NATIONAL PTA | ALEXANDRIA, Virginia | Director of Strategic Communications at the association |
2 | Media Mingle LLC also dba The Capstone Crate | Washington DC, District of Columbia | Co-founder and managing member of this media services consulting company. Media Mingle also does business as The Capstone Crate which provides quarterly subscription box services. |
3 | National Job Corps Association | Washington, District of Columbia | Provided public relations consulting services such as creating monthly newsletters, designing social media posts, and drafting talking points. (Client of Media Mingle, LLC) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | U.S. bank #1 (cash) certificate of deposit | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | U.S. bank #2 (cash) certificate of deposit | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | (cash) | $15,001 - $50,000 | None (or less than $201) | |
5 | AGFIQ U.S. Market Neutral Anti-Beta Fund (BTAL) | $1,001 - $15,000 | None (or less than $201) | |
6 | Cambria Shareholder Yield ETF (SYLD) | $1,001 - $15,000 | None (or less than $201) | |
7 | Freedom 100 Emerging Markets ETF (FRDM) | $1,001 - $15,000 | None (or less than $201) | |
8 | First Trust Global Tactical Commodity Strategy Fund (FTGC) | $1,001 - $15,000 | None (or less than $201) | |
9 | First Trust Cboe Vest Fund of Buffer ETFs (BUFR) | $1,001 - $15,000 | None (or less than $201) | |
10 | iShares 20+ Year Treasury Bond ETF (TLT) | $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 | PennyMac | $250,001 - $500,000 | 2021 | 20 Years |
2 | Suntrust | $50,001 - $100,000 | 2016 | revolving |
3 | PennyMac | $250,001 - $500,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 3 | mortgage paid off during refinance |
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