Estimated Net Worth
- $691 K - $1.9 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/06/2022)
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 | Filer's Individual Retirement Account (Roth) | |||
1.1 | Vanguard Dividend Growth Fund (VDIGX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Proshares S&P 500 Divdend Aristocrats (NOBL) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | SPDR S&P Dividened ETF (SDY) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | ABBVIE, INC (ABBV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Amazon (AMZN) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Annaly Capital Mgmt (NLY) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Apple, Inc (APPL) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Broadcom (AVGO) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Cohen & Steers Infrastructure (UTF) | $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 | Med-Star Georgetown University Hospital | salary | ||
2 | Spouse Individual Retirement Account (Roth) | |||
2.1 | Fidelity OTC (FOCPX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Select (FSPTX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Apple, Inc (APPL) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity New (FMILX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Duke Energy (DUK) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Berkshire Hathaway (BRKB) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | Rio Tinto (RIO) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Ishares Exponential (XT) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union #1 (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
2 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Brokerage Account #1 | |||
3.1 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Avadel (AVDL) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | SuRo Capital Corp Com (SSSS) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Rio Tinto (RIO) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Spirit Airlines, Inc. (SAVE) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity New Millennium Fund (FMILX) | Sale | 05/16/2022 | $15,001 - $50,000 |
2 | First Trust Natural Gas ETF (FCG) | Sale | 05/16/2022 | $15,001 - $50,000 |
3 | Energy Select Sector SPDR Fund (XLE) | Sale | 05/16/2022 | $50,001 - $100,000 |
4 | SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | Purchase | 05/18/2022 | $15,001 - $50,000 |
5 | State Street Corp. (STT) | Purchase | 05/23/2022 | $50,001 - $100,000 |
6 | Global x FDS Super Dividend (DIV) | Purchase | 05/26/2022 | $15,001 - $50,000 |
7 | Cohen & Steers Infrastructure Fund, Inc (UTF) | Purchase | 05/26/2022 | $1,001 - $15,000 |
8 | Invesco Opt Yld Dvs Cmd Str No K-1 ETF (PDBC) | Purchase | 05/26/2022 | $1,001 - $15,000 |
9 | Realty Income Corp. (O) | Purchase | 05/26/2022 | $1,001 - $15,000 |
10 | Autodesk, Inc. (ADSK) | Sale | 05/27/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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