Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $6.6 M
Salary
- Unknown
Employment
- Started 07/15/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/13/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | International Association of Machinists and Aerospace Workers, defined benefit plan (value not readily ascertainable): eligible for $108,000 annually upon retirement | None (or less than $201) | ||
2 | IAM 401K | |||
2.1 | T Rowe Price Target 2050 Fund (TRFOX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | Total Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #1 Morgan Stanley | |||
3.1 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American New Perspective Fund Class A Shares (ANWPX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | American New World Fund, Inc Class A Shares (NEWFX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Upper Marlboro, Maryland | I will continue to participate in this 401K plan. The plan sponsor will not make contributions after my separation. | 10/2007 | |
2 | Upper Marlboro, Maryland | I will continue to participate in this defined benefit plan. | 5/1987 | |
3 | Upper Marlboro, Maryland | Pursuant to company policy for retired employees, I, my spouse, and children (until age 26) will retain health insurance coverage for life. | 5/1987 |
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 | Squire, Patton (Law Firm) | salary | ||
2 | Squire Patton Boggs 401K | |||
2.1 | Fidelity Puritan Fund Class K Shares (FPUKX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | T Rowe Price Retirement 2030 Fund (TRRCX) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Franklin Small Cap Growth Fund Class R6 Shares (FSMLX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Automatic Data Processing, Inc. (ADP) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
2 | Berkshire Hathaway Inc. (BRKB) | None (or less than $1,001) | Capital Gains Dividends | $50,001 - $100,000 |
3 | Clearway Energy, Inc. A (CWEN) | None (or less than $1,001) | Capital Gains Dividends | $1,001 - $2,500 |
4 | Clearway Energy, Inc. C (CWEN) | None (or less than $1,001) | Capital Gains Dividends | $1,001 - $2,500 |
5 | The Home Depot, Inc. (HD) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
6 | International Business Machines Corp. (IBM) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
7 | Microsoft Corp. (MSFT) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
8 | Procter & Gamble Co. (PG) | None (or less than $1,001) | Capital Gains Dividends | $1,001 - $2,500 |
9 | The Travelers Cos., Inc. (TRV) | None (or less than $1,001) | Capital Gains Dividends | $15,001 - $50,000 |
10 | ARK Innovation ETF (ARKK) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple | Sale | 10/06/2022 | $15,001 - $50,000 |
2 | Amgen | Sale | 10/06/2022 | $1,001 - $15,000 |
3 | APTIV PLC | Sale | 10/06/2022 | $15,001 - $50,000 |
4 | Sonos | Sale | 10/06/2022 | $1,001 - $15,000 |
5 | Proctor & Gamble | Sale | 10/14/2022 | $1,001 - $15,000 |
6 | Microsoft Corp | Sale | 10/14/2022 | $15,001 - $50,000 |
7 | IBM | Sale | 10/14/2022 | $1,001 - $15,000 |
8 | Home Depot Inc | Sale | 10/14/2022 | $15,001 - $50,000 |
9 | Automatic Data Process | Sale | 10/14/2022 | $15,001 - $50,000 |
10 | Clearway Energy Inc CL A | Sale | 10/14/2022 | $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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