Observations
- Millionaire
Estimated Net Worth
- $11.9 M - $43.4 M
Salary
- Unknown
Records
- OGE Form 278e (05/05/2024)
- OGE Form 278t (04/14/2024)
- OGE Form 278t (03/23/2024)
- OGE Form 278t (11/30/2023)
- OGE Form 278t (08/23/2023)
- OGE Form 278t (07/25/2023)
- OGE Form 278e (05/09/2023)
- OGE Form 278t (12/27/2022)
- OGE Form 278e (04/25/2022)
- OGE Form 278t (12/17/2021)
- OGE Form 278e (05/11/2021)
- OGE Form 278e (05/10/2020)
- OGE Form 278t (04/19/2020)
- OGE Form 278t (01/14/2020)
- OGE Form 278e (05/06/2019)
- OGE Form 278t (08/01/2017)
Financial Disclosure Details - OGE Form 278e (05/05/2024)
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 | Conoco Phillips (COP) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
2 | Southern Co (SO) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
3 | U.S. bank account #2 (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
4 | U.S. bank account #3 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | BNY Mellon Municipal Bond Fund (DRTAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | U.S. bank account #5 (cash) | $15,001 - $50,000 | None (or less than $201) | |
7 | Invesco S&P 500 Equal Weight ETF (RSP) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
8 | iShares Dow Jones U.S. Index Fund (IYY) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
9 | SPDR S&P 500 ETF Trust (SPY) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
10 | Vanguard Total STK MKT (VTI) | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #11 (cash/cd) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | SCHLUMBERGER LTD COMMON STOCK (SLB) | $1,001 - $15,000 | None (or less than $201) | |
3 | COCA COLA CO. (KO) | $1,001 - $15,000 | None (or less than $201) | |
4 | RXEOB.COM, LLC PARTNERSHIP | $1,001 - $15,000 | Dividends | $201 - $1,000 |
5 | Virginia Beach VA Go Pub BDS SER B APR 15 | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
6 | VA ST PSA SPL Sch Auth Oblig Prince Willty | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
7 | Virginia St Pub Sch Auth Sch Fing Sch A St GTD | $50,001 - $100,000 | Interest | $2,501 - $5,000 |
8 | Fairfax Cnty Va Pub Impt BDS SER A Mar15 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
9 | U.S. bank account #60 (M cash/cd) | None (or less than $1,001) | Interest | $1,001 - $2,500 |
10 | Nixon Peabody, cash balance pension plan (time limited pension plan; monthly payments of $9000 expected until mid-2024) | $50,001 - $100,000 | Retirement Payments | $108,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | First Tr Industri PRDCR (FXR) | Sale | 05/08/2023 | $1,001 - $15,000 |
2 | IShares Expanded (IGM) | Sale | 05/08/2023 | $1,001 - $15,000 |
3 | iShares US Aerospace & Defense ETF (ITA) | Sale | 05/08/2023 | $1,001 - $15,000 |
4 | iShares US Insurance ETF (IAK) | Sale | 05/08/2023 | $1,001 - $15,000 |
5 | iShares US Healthcare Providers ETF (IHF) | Sale | 05/08/2023 | $1,001 - $15,000 |
6 | Consumer Staples Select Sector SPDR Fund (XLP) | Sale | 05/08/2023 | $1,001 - $15,000 |
7 | Utilities Select Sector SPDR Fund (XLU) | Sale | 05/08/2023 | $1,001 - $15,000 |
8 | SPDR Portfolio Developed World ex-US ETF (SPDW) | Sale | 05/08/2023 | $1,001 - $15,000 |
9 | SPDR S&P Biotech ETF (XBI) | Sale | 05/08/2023 | $1,001 - $15,000 |
10 | Vanguard Financials Index Fund ETF Shares (VFH) | Sale | 03/21/2023 | $1,001 - $15,000 |
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 |
|---|---|---|
2 | 1 | Charitable donation on 12/15/23. Also provided a charitable donation of all of the Axcelis stock. |
2 | 5 | Value increased and was underreported in 2023. |
2 | 9 | Added to this SPDR S&P 500 below and increase in value |
2 | 10 | Increase in value. |
2 | 11 | Added same asset listed below, Vanguard 500 and increased in value. |
2 | 13 | Decrease in value owing to purchases. |
2 | 15 | Multiple purchases of same in 2022, increasing value. |
2 | 16 | acq 7/8/19 |
2 | 17 | Bought 2/7/22 |
Redeemed 2/28/23 |
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