Observations
- Millionaire
Estimated Net Worth
- $1.5 M - $3.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/05/2024)
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 | Schwabb Brokerage IRA 1 | |||
1.1 | I Shares TR ESG AW MSCI EAFE | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ISHARES TR Intl Sel DIV ETF | $15,001 - $50,000 | None (or less than $201) | |
1.3 | IShares TR MSCI KLD400 Soc | $50,001 - $100,000 | None (or less than $201) | |
1.4 | IShares TR Select Divid ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Schwab S&S 500 Index Fund SWPPX | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Schwab Strategic TR US Divid | $100,001 - $250,000 | None (or less than $201) | |
1.7 | Schwab Strategic TR US SML Cap ETF | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Short Duration income A | $15,001 - $50,000 | None (or less than $201) | |
1.9 | The Income Fund of America F1 | $15,001 - $50,000 | 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 | Mutual of America 403b Thrift | |||
1.1 | Calvert VP SRI Balanced Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | Schwab Brokerage Rosie Roth | |||
2.1 | Schwab Market Track Growth Portfolio | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Franklin Virginia Tax-Free Income Fund Advisor Class Shares (FRVZX) | Sale | 08/10/2023 | $50,001 - $100,000 |
2 | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Purchase | 08/10/2023 | $50,001 - $100,000 |
3 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | Sale | 11/03/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Massachussetts Educational Financial Authority | $10,001 - $15,000 | 2009 | 20 years |
2 | Lafayett Federal Credit Union | $10,001 - $15,000 | 2021 | revolving |
3 | Hyundai Finance | $15,001 - $50,000 | 2023 | 48 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 4.2 | sold |
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