Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $8.2 M
Salary
- Unknown
Employment
- Started 08/04/2022
Financial Disclosure Details - OGE Form 278e (02/01/2023)
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 - FIDELITY GROWTH STRATEGIES FUND (FDEGX) | $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 | IRA | |||
1.1 | BlackRock International Fund of BlackRock Series, Inc. Institutional Shares MAILX | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Victory Munder Multi-Cap Fund Class A MNNAX | $1,001 - $15,000 | None (or less than $201) | |
1.3 | American Century Income and Growth Fund Investor Class BIGRX | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Columbia Large Cap Growth Fund III Class A NFEAX | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Federated Hermes International Small-Mid Company Fund Class A ISCAX | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Janus Henderson Enterprise Fund Class T JAENX | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Eaton Vance Tax-Managed Growth 1.2 Fund Class A EXTGX | $1,001 - $15,000 | None (or less than $201) | |
3 | TIAA-Cref Account |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Property, Frederick, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | Residential Property, Silver Spring, MD | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Brokerage Account | |||
4.1 | Costco Wholesale Corp. (COST) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
4.2 | Joint Cash/Money Market | $100,001 - $250,000 | Interest | $201 - $1,000 |
4.3 | Schwab 1000 Index Fund (SNXFX) | $250,001 - $500,000 | $5,001 - $15,000 | |
4.4 | Visa, Inc. (V) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
5 | Residential Property, Silver Spring, MD | $1,000,001 - $5,000,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Pennymac Loan Services, LLC | $100,001 - $250,000 | 2021 | 30 year |
2 | Wells Fargo Home Mortgage | $100,001 - $250,000 | 2022 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 4.2 | This account includes funds actually in our joint account, but which we have allocated for our children and previously reported as belonging to our children. |
6 | 4.3 | This account includes funds actually in our joint account, but which we have allocated for our children and previously reported as belonging to our children. |
8 | 1 | Mortgage incurred in 2020 and refinanced in 2021 is owned by Citigroup Mortgage Loan Trust, but serviced by Pennymac Loan Services, LLC. |
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