Estimated Net Worth
- $569 K - $1.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/09/2023)
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 | Roth IRA | $15,001 - $50,000 | None (or less than $201) | |
1.1 | Victory Income Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Victory Global Equity Income Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | $15,001 - $50,000 | None (or less than $201) | |
2.1 | Victory Income Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Victory Global Equity Income Fund | $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 | SK&A Profit Sharing Trust | $250,001 - $500,000 | None (or less than $201) | |
1.1 | Jennison Large Cap Growth | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Fidelity Freedom Blend 20 | $50,001 - $100,000 | None (or less than $201) | |
1.4 | American Funds Euro Pacific Growth Fund Class R-6 | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Prudential Core Plus Bond Fund Class 12 | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Mid-Cap Index Fund Institutional Shares | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Victory Small Cap Value Collective | $1,001 - $15,000 | None (or less than $201) | |
2 | SK&A (Salary) | $100,001 - $1,000,000 | ||
3 | SK&A (Bonus) | $50,001 - $100,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) | |
3 | Maryland College Savings Plan #1 | None (or less than $1,001) | None (or less than $201) | |
3.1 | Portfolio for Education Today | None (or less than $1,001) | None (or less than $201) | |
4 | Maryland College Savings Plan #2 | $15,001 - $50,000 | None (or less than $201) | |
4.1 | Portfolio 2024 | $15,001 - $50,000 | None (or less than $201) | |
5 | State Farm Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | US Bank (cash) | $15,001 - $50,000 | None (or less than $201) | |
7 | Brokerage Account (1) | $1,001 - $15,000 | None (or less than $201) | |
7.1 | Bank of America Corp. (BAC) | $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 | Chase | $15,001 - $50,000 | 2022 | revolving |
2 | Citibank | $10,001 - $15,000 | 2022 | revolving |
3 | US Dep of Ed | $10,001 - $15,000 | 2022 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Elizabeth Dole Foundation | Washington, District of Columbia | Attendance with spouse at annual Gala | $1,000 |
2 | Tragedy Assistance Program for Survivors | Washington, District of Columbia | Attendance with spouse at Annual Gala | $1,000 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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