Observations
- Millionaire
Estimated Net Worth
- $2.2 M - $5.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Guidehouse LLP | McClean, Virginia | Partner | 1/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Grant Thornton LLP, Deferred income/ unit payout (value not readily ascertainable) | Payout for capital/units value in the firm; which over 2 year cycle will help pay for taxes on recognition of deferred income. | $200,000 | |
2 | Guidehouse Inc | |||
2.1 | Vang Target Ret 2040 (VFORX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Grant Thornton LLP | |||
3.1 | Vanguard Federal Money Market Inves | $250,001 - $500,000 | None (or less than $201) | |
3.2 | Capital Group 2040 Target DT Ret Tr | $500,001 - $1,000,000 | None (or less than $201) | |
4 | Grant Thornton LLP, defined benefit plan | $500,001 - $1,000,000 | None (or less than $201) | |
5 | Grant Thornton LLP, cash balance pension plan | $100,001 - $250,000 | None (or less than $201) | |
6 | Grant Thornton LLP, cash balance pension plan | $50,001 - $100,000 | None (or less than $201) | |
7 | Ohio PERS, cash balance pension plan | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Grant Thornton LLP | Arlington, Virginia | I had deferred income with Grant Thornton LLP, which is recognized this year and next with unit payout. Payment schedule & details can be provided. | 10/2022 |
2 | Guidehouse Inc | McLean, Virginia | I will not participate in this defined contribution plan after my separation. | 10/2022 |
3 | Grant Thornton LLP | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 5/2002 |
4 | Grant Thornton LLP | Chicago, Illinois | I will continue to participate in this defined benefit plan. | 8/2023 |
5 | Grant Thornton LLP | Chicago, Illinois | I will continue to participate in this cash balance pension plan, but the plan sponsor no longer makes contributions. | 8/2011 |
6 | Grant Thornton LLP | Chicago, Illinois | I will continue to participate in this cash balance pension plan, but the plan sponsor no longer makes contributions. | 5/2002 |
7 | Ohio PERS | Columbus, Ohio | I will continue to participate in this cash balance pension plan, but the plan sponsor no longer makes contributions. | 12/1995 |
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 | Law Office of William B Lawson (Law Office) | salary | ||
2 | IRA Accounts - Morgan Stanley | |||
2.1 | Target Corp | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Costco | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Disney | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA Accounts - Truist/Suntrust legacy account | |||
3.1 | Simple IRA | None (or less than $1,001) | None (or less than $201) | |
4 | IRA Accounts-American Funds | |||
4.1 | Washington Mutual Investors Fund | $15,001 - $50,000 | None (or less than $201) | |
4.2 | The Income Fund of America - A(6) Income Divident 0.17 | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo Checking | $1,001 - $15,000 | ||
2 | Navy Federal Credit Union Checking | $1,001 - $15,000 | ||
3 | Pentagon Federal Credit Union | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
4 | Pentagon Federal Savings | $15,001 - $50,000 | Interest | $201 - $1,000 |
5 | Truist Brokerage/Certificate of Deposit | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
6 | Truist Savings | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
7 | VA529 Prepaid (Child 1) | $50,001 - $100,000 | ||
8 | VA529 Prepaid (Child 2) | $50,001 - $100,000 | ||
9 | VA529 Prepaid (Child 3) | $50,001 - $100,000 | ||
10 | VA529 Invest (Child 1) | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 09/07/2023 | $15,001 - $50,000 |
2 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 08/17/2023 | $15,001 - $50,000 |
3 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | Purchase | 08/08/2023 | $15,001 - $50,000 |
4 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Purchase | 09/07/2023 | $15,001 - $50,000 |
5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Purchase | 08/17/2023 | $15,001 - $50,000 |
6 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | Purchase | 08/08/2023 | $15,001 - $50,000 |
7 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 09/07/2023 | $1,001 - $15,000 |
8 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 08/17/2023 | $1,001 - $15,000 |
9 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Purchase | 08/08/2023 | $1,001 - $15,000 |
10 | Vanguard Short-Term Treasury Index Fund ETF Class Shares (VGSH) | Purchase | 09/07/2023 | $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 | 7 | College Savings |
6 | 8 | College Savings |
6 | 9 | College Savings |
6 | 10 | College Savings |
6 | 11 | College Savings |
6 | 12 | College Savings |
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