Estimated Net Worth
- $159 K - $610 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/03/2023)
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 | Plus One-MidAtlantic | Earned income |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | IRA #1 | |||
2.1 | Harding Loevner International Equity Portfolio Institutional Class Shares (HLMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | John Hancock Funds III Disciplined Value Fund Class I Shares (JVLIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | MFS Value Fund Class I Shares (MEIIX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | American Beacon Small Cap Value Fund Class Y Shares (ABSYX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Ivy Large Cap Growth Fund Class I Shares (IYGIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Beacon SiM High Yield Opportunities Fund Class Y Shares (SHOYX) | Sale | 01/24/2022 | $1,001 - $15,000 |
2 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | Sale | 12/07/2022 | $1,001 - $15,000 |
3 | MFS Value Fund Class I Shares (MEIIX) | Purchase | 01/24/2022 | $1,001 - $15,000 |
4 | Ivy Large Cap Growth Fund Class I Shares (IYGIX) | Purchase | 12/07/2022 | $1,001 - $15,000 |
5 | JPMorgan Core Bond Fund Class I Shares (WOBDX) | Purchase | 01/24/2022 | $1,001 - $15,000 |
6 | DFA Investment Grade Portfolio (DFAPX) | Purchase | 08/18/2022 | $1,001 - $15,000 |
7 | DFA Investment Grade Portfolio (DFAPX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
8 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Purchase | 06/02/2022 | $1,001 - $15,000 |
9 | International Core Equity Portfolio Institutional Class Shares (DFIEX) | Purchase | 08/18/2022 | $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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