Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $8.4 M
Salary
- Unknown
Employment
- Started 07/21/2022
Financial Disclosure Details - OGE Form 278e (06/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fairfax County, Virginia | Trustee | Present | |
2 | University of the South | Sewanee, Tennessee | Vice Chancellor and President | 6/2022 |
3 | Washington, District of Columbia | Counselor | 6/2022 | |
4 | Crowley Solutions | Jacksonville, Florida | Senior Advisor | 6/2022 |
5 | Reston, Virginia | Consultant | 6/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP IRA | |||
1.1 | Schwab S&P 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Vanguard 500 Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity Freedom 2040 Fund Class K Shares (FSNVX) - George Washington University | $100,001 - $250,000 | None (or less than $201) | |
4 | Fidelity Freedom 2040 Fund Class K Shares (FSNVX) - George Washington University | $100,001 - $250,000 | None (or less than $201) | |
5 | TIAA-CREF Lifecycle Index 2035 Fund Retirement Class Shares (TLYRX) - University of the South | $1,001 - $15,000 | None (or less than $201) | |
6 | TIAA-CREF Lifecycle Index 2035 Fund Retirement Class Shares (TLYRX) - George Mason University | $15,001 - $50,000 | None (or less than $201) | |
7 | CREF Stock R2 (QCSTPX) - University of the South | $50,001 - $100,000 | None (or less than $201) | |
8 | University of the South | Salary | $180,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 10/2015 | |
2 | Fairfax, Virginia | I continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 8/2004 |
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 | Washington Adventist Hospital (Medical Practice) | salary | ||
2 | SEP IRA | |||
2.1 | Schwab S&P 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | 401(K) | |||
3.1 | Fidelity Large Cap Value Index | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Fidelity Total Market Index | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Fidelity US Bond Index | $15,001 - $50,000 | None (or less than $201) | |
4 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, McLean, VA | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
2 | Residential real estate, Alexandria, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | Virginia 529 | |||
4.1 | 2024 Portfolio | $100,001 - $250,000 | None (or less than $201) | |
4.2 | 2027 Portfolio | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Bank | $250,001 - $500,000 | 2004 | 30 years |
2 | TD Bank | $1,000,001 - $5,000,000 | 2017 | 30 years |
3 | Nelnet | $50,001 - $100,000 | 1996 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | 403(b) Account |
2 | 4 | 401(a) accout |
2 | 5 | Tax-Deferred Annuity Plan |
2 | 6 | 401(k) plan |
2 | 7 | I continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. |
5 | 4 | Joint WROS |
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