Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $7.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/11/2023)
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 |
|---|---|---|---|---|
1 | Janus Global Select Fund D Roth IRA (JANRX) | $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 | Booz Allen ECAP Pension Fund | |||
1.1 | Voya Russell Large Cap Growth Index Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Voya Russell Small Cap Index | $15,001 - $50,000 | None (or less than $201) | |
1.3 | American Funds EuroPacific Growth Fund Class R6 Shares (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Black Rock LifePath 2025 | $50,001 - $100,000 | None (or less than $201) | |
2 | Janus Global Technology and Innovation Fund (JNGTX) Roth IRA | $15,001 - $50,000 | None (or less than $201) | |
3 | CSC, Defined Contribution Plan, no remaining assets | None (or less than $1,001) | cash distribution | $89,728 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Nevada 529 Individual College Savings Plan | |||
1.1 | Age-Based Option 12-13: Moderately Conservative Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA Aggressive Growth Fund (USAUX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Janus Fund (JNRFX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Cash Accounts in a U.S. Bank | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | Virginia 529 Prepaid College Plan | $50,001 - $100,000 | None (or less than $201) | |
6 | Pioneer Disciplined Growth Fund Class A Shares (PINDX) | $100,001 - $250,000 | $5,001 - $15,000 | |
7 | Residential Real Estate, Walnut Creek, San Antonio, TX | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
8 | Residential Real Estate, Spice Spring, San Antonio, TX | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
9 | Residential Real Estate, Falls Church VA | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $250,001 - $500,000 | 2013 | 30 |
2 | OCWEN | $15,001 - $50,000 | 2012 | 15 |
3 | OCWEN | $15,001 - $50,000 | 2012 | 15 |
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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