Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/04/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Kensington Heights Homeowners' Association | Kensington, Maryland | President | Present |
2 | Oklahoma University College of Law | Norman, Oklahoma | Adjunct Professor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Artisan Mid Cap Fund (IRA) | $15,001 - $50,000 | None (or less than $201) | |
2 | Retirement Account #1 | |||
2.1 | American Beacon Small Cap Fund | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Dodge & Cox | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Janus Enterprise N Fund | $15,001 - $50,000 | None (or less than $201) | |
2.4 | MFS International Diversification Fund Class R4 Shares (MDITX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vitrus Real Estate | $1,001 - $15,000 | None (or less than $201) | |
3 | Retirement Account #2 | |||
3.1 | T. Rowe Price Int'l Discovery Fund | $50,001 - $100,000 | None (or less than $201) | |
3.2 | T. Rowe Price Emerging Markets Bond Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | 401(K) Plan | 10/1994 | |
2 | Oklahoma Univ. Law School | Norman, Oklahoma | I am employed as a part-time adjunct professor. | 9/2017 |
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 | Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | Royce Micro Cap Fund (IRA) | $15,001 - $50,000 | None (or less than $201) | |
3 | Retirement Account #4 | |||
3.1 | T. Rowe Price Retirement 2030 Account (IRA) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | T. Rowe Price Real Estate Fund (IRA) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | T. Rowe Price Mid Cap Value Fund (IRA) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 Cash Accounts | $100,001 - $250,000 | $201 - $1,000 | |
2 | Dodge & Cox International Stock Fund | $15,001 - $50,000 | $201 - $1,000 | |
3 | Brokerage Account #1 | |||
3.1 | Vanguard Value Index Fund Adm | $50,001 - $100,000 | $1,001 - $2,500 | |
3.2 | Vanguard Small Cap Value Index Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
3.3 | Vanguard Inflation Protected Securities Fund | $1,001 - $15,000 | $201 - $1,000 | |
3.4 | Vanguard 500 Index Fund Adm | $15,001 - $50,000 | $201 - $1,000 | |
4 | Brokerage Account #2 | |||
4.1 | T. Rowe Price Maryland Tax Free Money Fund | $250,001 - $500,000 | $5,001 - $15,000 | |
4.2 | T. Rowe Price Maryland Tax Free Bond Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T Rowe Price Retirement 2020 Fund Class R Shares (RRTBX) | Purchase | 12/21/2023 | $1,001 - $15,000 |
2 | T Rowe Price Mid-Cap Value Fund, Inc Class R Shares (RRMVX) | Purchase | 12/13/2023 | $1,001 - $15,000 |
3 | T Rowe Price Maryland Tax-Free Bond Fund (MDXBX) | Purchase | 03/02/2023 | $1,001 - $15,000 |
4 | T Rowe Price Mid-Cap Value Fund, Inc Class R Shares (RRMVX) | Purchase | 12/13/2023 | $1,001 - $15,000 |
5 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 02/22/2023 | $1,001 - $15,000 |
6 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 02/27/2023 | $1,001 - $15,000 |
7 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 03/10/2023 | $1,001 - $15,000 |
8 | Maryland 529 US Treasury Money Market Portfolio | Purchase | 05/10/2023 | $100,001 - $250,000 |
9 | Maryland 529 Portfolio 2027 | Sale | 05/10/2023 | $50,001 - $100,000 |
10 | Maryland 529 Portfolio 2024 | Sale | 05/10/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
2 | 5 | Filer was required to withdraw a required minimum distribution from this inherited IRA. |
3 | 1 | Filer is no longer participating in this 401K plan, but is still invested in the plan. The assets have been disclosed in the preceding section. |
6 | 1 | Entry includes multiple cash and cash equivalent accounts at the same institution; owners of the accounts include filer, filer's spouse and filer's dependent children. |
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