Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $12.6 M
Salary
- Unknown
Employment
- Started 03/07/2024
Records
Financial Disclosure Details - OGE Form 278e (01/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Estate of Spouse | Alexandria, Virginia | Executor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA held at credit union, cash account | $50,001 - $100,000 | 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 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
2 | Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | |
3 | Invesco Diversified Dividend Fund Investor Class Shares (LCEIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | American Funds Capital Income Builder Class A Shares (CAIBX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | American Funds Capital Income Builder Class C Shares (CIBCX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Capital World Growth & Income Fund Class C Shares (CWGCX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Eaton VanceGlobal Macro Absolute Return Fund Class C Shares (ECGMX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | Federated Hermes Strategic Value Dividend Fund Class C Shares (SVACX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Fidelity Advisor Growth Opportunities Fund Class C Shares (FACGX) | $50,001 - $100,000 | None (or less than $201) | |
10 | Franklin Income Fund Class A Shares (FKIQX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
6 | 65 | No income received. I have a 1/2 remainder interest in the trust. |
6 | 70 | Surviving spouse beneficiary of retirement account. Administered by Fidelity. |
6 | 72 | Inherited from Spouse. |
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