Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.5 M
Salary
- Unknown
Employment
- Started 08/09/2021
Financial Disclosure Details - OGE Form 278e (05/01/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fairfax, Virginia | Trustee | 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 | U.S. Credit Union (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | VANGUARD SMALL CAP GROWTH ETF ( VBK ) | $50,001 - $100,000 | $201 - $1,000 | |
3 | VANGUARD VALUE ETF ( VTV ) | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | VANGUARD GROWTH ETF ( VUG ) | $250,001 - $500,000 | $201 - $1,000 | |
5 | Akre Focus Fund Institutional Class Shares (AKRIX) | $15,001 - $50,000 | None (or less than $201) | |
6 | ArtisanGlobal Opportunities Fund Advisor Class Shares (APDRX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Axonic Strategic Income Fund (AXSIX) | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | BlackRock Event Driven Equity Fund Institutional Shares (BILPX) | $15,001 - $50,000 | None (or less than $201) | |
9 | US brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
10 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Purchase | 12/30/2021 | $100,001 - $250,000 |
2 | geacx | Purchase | 03/19/2021 | $15,001 - $50,000 |
3 | MFS Value Fund Class I Shares (MEIIX) | Purchase | 03/19/2021 | $1,001 - $15,000 |
4 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | 03/22/2021 | $1,001 - $15,000 |
5 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Purchase | 02/01/2021 | $15,001 - $50,000 |
6 | Akre Focus Fund Institutional Class Shares (AKRIX) | Purchase | 01/29/2021 | $15,001 - $50,000 |
7 | Goldman Sachs Dynamic Municipal Income Fund Class A Shares (GSMIX) | Purchase | 01/29/2021 | $15,001 - $50,000 |
8 | Axonic Strategic Income Fund (AXSIX) | Purchase | 01/29/2021 | $15,001 - $50,000 |
9 | MetWest Total Return Bond Fund Class I Shares (MWTIX) | Purchase | 01/29/2021 | $50,001 - $100,000 |
10 | PIMCO Investment Grade Credit Bond Fund Institutional Class Shares (PIGIX) | Purchase | 01/29/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | amerihome | $500,001 - $1,000,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This is a Revocable Trust. |
6 | 34 | this refers to the 529 accounts i have for my family members. |
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