Estimated Net Worth
- $210 K - $675 K
Salary
- $123 K
Employment
- Started 09/01/2023
Records
Financial Disclosure Details - OGE Form 278e (03/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Consultant | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Roth IRA | |||
1.1 | Fidelity ZERO Large Cap Index Fund (FNILX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | The Southern Company (SO) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Fidelity Government Cash Reserves (FDRXX) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Fidelity ZERO International Index Fund (FZILX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Fidelity ZERO Total Market Index Fund (FZROX) | $15,001 - $50,000 | None (or less than $201) | |
2 | The Wilderness Society | Consulting Fees | $2,350 |
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 | Medstar Health | salary | ||
2 | Fidelity Roth IRA | |||
2.1 | FDIC-Insured Deposit Sweep (CORE) (cash account) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Fidelity ZERO Large Cap Index Fund (FNILX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity ZERO International Index Fund (FZILX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity ZERO Total Market Index Fund (FZROX) | $1,001 - $15,000 | None (or less than $201) | |
3 | HCA Healthcare | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity, variable annuity, ML | |||
1.1 | Fidelity VIP Total Market Index (FTMJC) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Fidelity VIP Index 500 (FXVLT) | $15,001 - $50,000 | None (or less than $201) | |
2 | Fidelity, variable annuity, WC | |||
2.1 | Fidelity VIP Total Market Index (FTMJC) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity VIP Index 500 (FXVLT) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity ZERO Extended Market Index Fund (FZIPX) | Sale | 12/27/2021 | $15,001 - $50,000 |
2 | Fidelity ZERO Extended Market Index Fund (FZIPX) | Sale | 12/27/2021 | $1,001 - $15,000 |
3 | Fidelity VIP Extended Market Index (FEMJC) | Sale | 12/27/2021 | $1,001 - $15,000 |
4 | Fidelity VIP Total Market Index (FTMJC) | Purchase | 12/27/2021 | $1,001 - $15,000 |
5 | Fidelity VIP Extended Market Index (FEMJC) | Sale | 12/27/2021 | $1,001 - $15,000 |
6 | Fidelity VIP Index 500 (FXVLT) | Purchase | 12/27/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navient | $100,001 - $250,000 | 2016 | 30 years |
2 | Navient | $15,001 - $50,000 | 2016 | 30 years |
3 | American Express | $10,001 - $15,000 | 2021 | revolving |
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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