Estimated Net Worth
- $703 K - $1.6 M
Salary
- Unknown
Employment
- Started 12/09/2015
Records
- OGE Form 278t (04/17/2023)
- OGE Form 278e (03/06/2023)
- OGE Form 278t (12/20/2022)
- OGE Form 278t (03/23/2022)
- OGE Form 278e (02/09/2022)
- OGE Form 278t (02/08/2022)
- OGE Form 278e (04/27/2021)
- OGE Form 278t (08/20/2020)
- OGE Form 278t (07/21/2020)
- OGE Form 278t (07/14/2020)
- OGE Form 278e (02/04/2020)
- OGE Form 278t (11/12/2019)
- OGE Form 278e (03/04/2019)
- OGE Form 278t (02/26/2019)
- OGE Form 278e (01/18/2018)
Financial Disclosure Details - OGE Form 278e (03/06/2023)
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 |
|---|---|---|---|---|
1 | ROLLOVER IRA | Mandatory Distribution | $25,330 | |
1.1 | AMERICAN INC FD OF AMERICA (AMEFX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | AMERICAN CAP WRLD GR & INC F2 (WGIFX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | AMERICAN BALANCED F2 (AMBFX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | AMERICAN NEW PERSPECTIVE F2 (ANWFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | AMERICAN WA MUTUAL F2 (WMFFX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | AMERICAN BD FD OF AMERICA (ABNFX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | AMERICAN GLOBAL BALANCED F2 (GBLFX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Nuveen Global Cities REIT Fund | $100,001 - $250,000 | $1,001 - $2,500 | |
1.9 | US bank account (cash account) | $1,001 - $15,000 | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US credit union (cash account) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
2 | Residential Rental/Alexandria, VA | $15,001 - $50,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AMERICAN CAP WORLD GR & INC F2 ((ROLLOVER) | Sale | 03/10/2022 | $1,001 - $15,000 |
2 | A,\MERICAN SMALL CAP WORLD F2 (ROLLOVER) | Purchase | 03/10/2022 | $15,001 - $50,000 |
3 | AMERICAN NEW PERSPECTIVE F2 (ROLLOVER) | Sale | 03/10/2022 | $15,001 - $50,000 |
4 | AMERICAN WA MUTUAL F2 (ROLLOVER) | Sale | 03/10/2022 | $1,001 - $15,000 |
5 | AMERICAN BD FD OF AMERICA F2 (ROLLOVER) | Sale | 03/10/2022 | $15,001 - $50,000 |
6 | STRATEGIC BOND F2 (ROLLOVER) | Purchase | 03/10/2022 | $15,001 - $50,000 |
7 | AMEERICAN GLOBAL BALANCE F2 (ROLLOVER) | Purchase | 03/10/2022 | $1,001 - $15,000 |
8 | AMERICAN CAP WORLD GR & INC F2 (ROTH) | Sale | 03/10/2022 | $1,001 - $15,000 |
9 | AMERICAN GW FD AMERICA F2 (ROTH) | Sale | 03/10/2022 | $1,001 - $15,000 |
10 | AMERICAN SMALL CAP WORLD F2 (ROTH) | Purchase | 03/10/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC BANK | $15,001 - $50,000 | 2012 | 15 YR MORTGAGE |
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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