Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (08/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Society of the War of 1812 in the Commonwealth of VA | Randolph, Virginia | President | 7/2022 |
2 | Sons and Daughters of Virginia Founding Fathers | Eufala, Alabama | Governor General | Present |
3 | First Families of Maryland | Carpenteria, California | Lieutenant Governor General | Present |
4 | Family Trust #1 (Irrevocable) | Fort Lauderdale, Florida | trustee | Present |
5 | Tysons Corner, Virginia | trustee | Present | |
6 | A Better World LLC | Vienna, Virginia | Partner | Present |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Mass Mutual, fixed Annuity | $15,001 - $50,000 | annuity | $16,254 |
2 | Mass Mutual RetireEase, fixed annuity | $50,001 - $100,000 | annuity | $54,119 |
3 | AIG Retirements Services | $100,001 - $250,000 | None (or less than $201) | |
4 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
5 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
6 | iShares US Aerospace & Defense ETF (ITA) | $1,001 - $15,000 | ||
7 | Rental Property Burke VA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
8 | Akre Focus Fund Institutional Class Shares (AKRIX) | $15,001 - $50,000 | ||
9 | Tax-Exempt Bond Fund of America Class F2 Shares (TEAFX) | $15,001 - $50,000 | ||
10 | AQR Large Cap Defensive Style Fund Class I Shares (AUEIX) | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Filer's Information | 1 | on detail to PBRB |
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