Observations
- Millionaire
Estimated Net Worth
- $4.5 M - $8.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/05/2023)
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 | Brinker Capital Destinations IRA | $500,001 - $1,000,000 | $15,001 - $50,000 | |
1.1 | Fidelity Government Cash | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Destinations Large Cap Equity Instl (DLCFX) | $250,001 - $500,000 | $1,001 - $2,500 | |
1.3 | Destinations Small Mid Cap E (DSMFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Destinations Intl Equity Fd Instl (DIEFX) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.5 | Destinations Equity Income Fd Instl (DGEFX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | Destinations Multi Strategy Alt Instl (DMSFX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.7 | Destinations Core Fixed Income Instl (DCFFX) | $50,001 - $100,000 | $201 - $1,000 | |
1.8 | Destinations Low Dur Fixed Inc Instl (DLDFX) | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | Destinations Global Fixed Inc Oppor Instl (DGFFX) | $15,001 - $50,000 | $201 - $1,000 |
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 |
|---|---|---|---|---|
1 | The Truth Initiative (501(c)(3)) (Ended as of August 2022) | Salary | ||
2 | The Truth Initiative 401k | Over $1,000,000 | None (or less than $201) | |
2.1 | American Century Ultra | $250,001 - $500,000 | $2,501 - $5,000 | |
2.2 | Washington Mutual Investments (American) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Developing Markets (OFI) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | New World (American) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | New Horizons (T. Rowe Price) | $250,001 - $500,000 | $2,501 - $5,000 | |
2.6 | MM S&P 500 Index (Northern Trust) | $500,001 - $1,000,000 | $1,001 - $2,500 | |
2.7 | Northern Small Cap Value | $50,001 - $100,000 | None (or less than $201) | |
2.8 | PAX Ellevate Glb/ | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Bank Account | $1,001 - $15,000 | None (or less than $201) | |
2 | Maryland College Savings Plan 529 (Portfolio 2021) | $100,001 - $250,000 | None (or less than $201) | |
3 | Savings | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Schwab Target 2035 Fund (SWIRX) | Sale | 10/14/2022 | $100,001 - $250,000 |
2 | Eaton Vance Floating-Rate Advantage Fund Class A Shares (EAFAX) | Sale | 10/14/2022 | $1,001 - $15,000 |
3 | T Rowe Price Maryland Tax-Free Bond Fund (MDXBX) | Sale | 10/14/2022 | $15,001 - $50,000 |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Sale | 10/14/2022 | $100,001 - $250,000 |
5 | Financial Select Sector SPDR Fund (XLF) | Sale | 10/14/2022 | $50,001 - $100,000 |
6 | Eagle Point Credit Company Inc (ECC) | Sale | 10/14/2022 | $1,001 - $15,000 |
7 | Schwab Target 2025 Fund (SWHRX) | Sale | 04/29/2022 | $100,001 - $250,000 |
8 | Vanguard ESG US Stock ETF (ESGV) | Sale | 08/15/2022 | $50,001 - $100,000 |
9 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Purchase | 08/15/2022 | $50,001 - $100,000 |
10 | Schwab Target 2035 Fund (SWIRX) | Purchase | 04/29/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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