Observations
- Millionaire
Estimated Net Worth
- $8.7 M - $32.9 M
Salary
- Unknown
Employment
- Started 03/11/2021
Financial Disclosure Details - OGE Form 278e (05/06/2022)
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 | IRA #1 | |||
1.1 | U.S. brokerage cash account | $1,001 - $15,000 | None (or less than $201) | |
2 | Rollover IRA #1: | |||
2.1 | Fidelity 500 Index Fund | $1,000,001 - $5,000,000 | None (or less than $201) | |
2.2 | Fidelity Gov't Money Mkt Fund | $100,001 - $250,000 | 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 | IRA #2 | |||
1.1 | U.S. brokerage cash account | $50,001 - $100,000 | None (or less than $201) | |
2 | Rollover IRA #2 | |||
2.1 | Fidelity Gov't Cash Reserves | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Fidelity Gov't Money Market Fund | None (or less than $1,001) | None (or less than $201) | |
2.3 | U.S. certificates of deposit #1 | $250,001 - $500,000 | None (or less than $201) | |
3 | Raytheon, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) #1 | $250,001 - $500,000 | Interest | None (or less than $201) |
2 | U.S. bank (cash) #2 | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
3 | U.S. bank (cash) #3 | $100,001 - $250,000 | Interest | None (or less than $201) |
4 | U.S. Savings Bonds | $15,001 - $50,000 | None (or less than $201) | |
5 | Brokerage Account #1: | |||
5.1 | General Mills Inc. Common | None (or less than $1,001) | Dividends | $1,001 - $2,500 |
5.2 | Pfizer Common | None (or less than $1,001) | Dividends | $201 - $1,000 |
5.3 | Bristol-Myers Squibb Co. Common | None (or less than $1,001) | Dividends | $201 - $1,000 |
5.4 | Procter & Gamble Co. Common | None (or less than $1,001) | Dividends | $2,501 - $5,000 |
5.5 | Nuveen Quality Municipal Income Fund (NAD) | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Bristol-Myers Squibb (BMY) | Sale | 06/02/2021 | $50,001 - $100,000 |
2 | General Mills, Inc. (GIS) | Sale | 06/02/2021 | $100,001 - $250,000 |
3 | Procter & Gamble Co. (PG) | Sale | 06/02/2021 | $100,001 - $250,000 |
4 | The J. M. Smucker Co. (SJM) | Sale | 06/02/2021 | $1,001 - $15,000 |
5 | Pfizer Inc. (PFE) | Sale | 06/02/2021 | $15,001 - $50,000 |
6 | Viatris Inc. | Sale | 06/02/2021 | $1,001 - $15,000 |
7 | University of Maryland Bond | Sale | 06/02/2021 | $50,001 - $100,000 |
8 | University of Michigan Bond | Sale | 06/02/2021 | $15,001 - $50,000 |
9 | Baltimore County, MD Bond | Sale | 06/02/2021 | $50,001 - $100,000 |
10 | Maryland State Community Develop. Rev. Bond | Sale | 06/02/2021 | $50,001 - $100,000 |
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 |
|---|---|---|
6 | 5.5 | Nuveen Maryland Quality Municipal Inc. Fund was merged into this asset. |
7 | 1 | All of the listed sales were made pursuant to a certificate of divestiture issued by the Office of Government Ethics. |
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