Observations
- Millionaire
Estimated Net Worth
- $1.8 M - $7.4 M
Salary
- Unknown
Employment
- Started 02/02/2023
Records
Financial Disclosure Details - OGE Form 278e (05/12/2022)
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 | Alger Roth IRA | |||
1.1 | Alger Capital Appreciation Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Alger MidCap Growth Fund (AMCZX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Matthews Roth IRA | |||
2.1 | Matthews Asia China Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Matthews Asia India Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Schwab Brokerage Roth IRA | |||
3.1 | General Electric Stock | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Lockheed Martin Stock | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.3 | Pfizer Stock | $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 |
|---|---|---|---|---|
1 | Charles Schwab Roth IRA | |||
1.1 | PID - Invesco International Dividend Achievers ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | NOBL Proshares Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | SPSB SPDR Short Term | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Cash/Money Market | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares Core US Value ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | PRSHRS S&P MDCP 400 DVD ETF (REGL) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Global X U.S. Preferred ETF (PFFD) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Global Clean Energy Fund (ICLN) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard Mid Cap Value Index Fund (VOE) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Savings Account #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA Checking Account | $1,001 - $15,000 | None (or less than $201) | |
3 | USAA Savings Account #2 | $1,001 - $15,000 | None (or less than $201) | |
4 | Residential real estate, New York, NY | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
5 | Residential Real estate, Falls Church VA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
6 | Abbot Laboratories | $1,001 - $15,000 | Dividends Capital Gains | None (or less than $201) |
7 | AbbVie Inc. | $1,001 - $15,000 | None (or less than $201) | |
8 | Proctor and Gamble | $1,001 - $15,000 | None (or less than $201) | |
9 | Pepsico, Inc. | $1,001 - $15,000 | None (or less than $201) | |
10 | Proctor and Gamble | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Penny Mac Loan Svcs | $500,001 - $1,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | Personal Residence, currently rented while stationed overseas. |
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