Estimated Net Worth
- $316 K - $990 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/19/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Fairfax County Public Schools | salary | $69,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. credit union #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Wife's Inherited IRA managed by Ameriprise | $100,001 - $250,000 | None (or less than $201) | |
3.1 | SPDR Gold Shares (GLD) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares ESG MSCI USA ETF (ESGU) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | Vanguard Russell 2000 Index Fund ETF Shares (VTWO) | $1,001 - $15,000 | $201 - $1,000 | |
3.4 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.6 | ColumbiaEmerging Markets Fund Institutional Class Shares (UMEMX) | $1,001 - $15,000 | $201 - $1,000 | |
3.7 | BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Ameriprise Financial, Inc. (AMP) | Exchange | 12/29/2023 | $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 |
|---|---|---|
6 | 4 | This is a Mineral rights royalty that my wife inherited from her mother. The interest is .001906 of property assessed at approximately $2,000. Income was generated for my wife for the first time this year and we anticipate less the $1,500 royalty payments |
7 | 1 | Required Minimum Distribution of inherited IRA from spouse's deceased mother. |
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