Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.7 M
Salary
- Unknown
Employment
- Started 12/14/2023
Financial Disclosure Details - OGE Form 278e (08/25/2022)
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 |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Oakmark International Fund Investor Class Shares (OAKIX) - Roth IRA | $100,001 - $250,000 | 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 | U.S. Credit Union (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | Boeing Co (BA) - stock | $1,001 - $15,000 | None (or less than $201) | |
3 | Microsoft Corp - stock | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
4 | Starbucks Corp - stock | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
5 | Walmart Inc. - stock | $1,001 - $15,000 | Dividends | $201 - $1,000 |
6 | U.S. Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | ARTSX, Artisan Small Cap Fund Investor Shares | $100,001 - $250,000 | $15,001 - $50,000 | |
8 | Residential real estate, Alexandria, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
9 | Homestead Funds, Inc Small-Company Stock Fund (HSCSX) | $15,001 - $50,000 | $5,001 - $15,000 | |
10 | Oakmark Select Fund Investor Class Shares (OAKLX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | SunTrust Mortgage | $250,001 - $500,000 | 2013 | 30 years |
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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