Observations
- Millionaire
Estimated Net Worth
- $4.3 M - $12.3 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (05/07/2022)
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 | FHI Defined Contribution Plan | |||
1.1 | Mass Mutual Retirement SF Guaranteed | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Mass Mutual Retirement JP Morgan US Equity Fund | $100,001 - $250,000 | None (or less than $201) | |
2 | Mass Mutual/Fire Island Pines Volunteer Fire Department Length of Service Award Program (LOSAP) (Value not readily ascertainable) received fixed payment of $130 per month. | Monthly pension- type payment | $1,560 | |
3 | IRA | |||
3.1 | U.S. bank #7 (cash account) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Durham, North Carolina | I will continue to participate in this defined contribution plan. The plan sponsor is no longer making contributions. | 10/1989 | |
2 | Fire Island Pines, New York | Monthly pension-type payment - known as Length of Service Awards Program (LOSAP) - for long-time service as volunteer firefighter. LOSAP payments began April 2019. | 5/1995 |
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 | ROTH IRA Fidelity Contrafund Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | ROTH IRA Fidelity Growth Company Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | ROTH IRA Fidelity MidCap Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | ROTH IRA Vanguard International Value Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | ROTH IRA Vanguard Global Capital Cycles Fund | $15,001 - $50,000 | None (or less than $201) | |
6 | ROTH IRA Vanguard Cash Reserves Federal Money Market Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
7 | ROTH IRA Vanguard Windsor II Fund Admiral Shares | $100,001 - $250,000 | None (or less than $201) | |
8 | ROTH IRA Vanguard Balanced Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
9 | ROTH IRA MetLife Variable Annuity | |||
9.1 | MetLife Fixed Interest Account | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash account) | $1,000,001 - $5,000,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash account) | $250,001 - $500,000 | Interest | $201 - $1,000 |
3 | U.S. bank #3 (cash account) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
4 | U.S. bank #4 (cash account) | $100,001 - $250,000 | None (or less than $201) | |
5 | U.S. bank #1 (cash account 2) | $100,001 - $250,000 | None (or less than $201) | |
6 | Residential real estate, Fire Island Pines, NY, USA | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
7 | U.S. bank #1 (cash account 3) | $100,001 - $250,000 | None (or less than $201) | |
8 | U.S. brokerage account #1 (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
9 | U.S. brokerage account #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
10 | U.S. bank #3 (cash account 2) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Commercial real estate, Dallas TX | Sale | 09/30/2021 | $15,001 - $50,000 |
2 | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | Sale | 11/23/2021 | $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 |
|---|---|---|
5 | 6 | During 2021 the fund changed its name and symbol from Vanguard Cash Reserves Federal Money Market Fund (VMMXX) to Vanguard Cash Reserves Federal Money Market Fund Admiral Shares (VMRXX) |
7 | 1 | The property was a sub-asset (and the only reportable asset) of AmberTrail Associates, LP. |
7 | 2 | The asset was the major underlying asset of CDM Claims Group, LLC, which entity has been terminated and all assets distributed. |
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