Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $5.7 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (03/17/2023)

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
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
1
IRA #1
1.1
US brokerage, cash account
$15,001 - $50,000
None (or less than $201)
1.2
Merck & Co Ltd Stock
$50,001 - $100,000
None (or less than $201)
2
IRA # 2- The CNA Corporation Retirement Plan
2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2.2
CREF Stock R2
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Comcast Stock
$1,001 - $15,000
None (or less than $201)
2
JP Morgan Chase
$1,001 - $15,000
None (or less than $201)
3
NRG Energy, Inc.
$1,001 - $15,000
None (or less than $201)
4
Lumen Technologies Inc (LUMN)
$1,001 - $15,000
Dividends
$201 - $1,000
5
Frontier Communications Stock
$1,001 - $15,000
Dividends
$201 - $1,000
6
AT&T Stock
$1,001 - $15,000
Dividends
$201 - $1,000
7
Verizon Stock
$1,001 - $15,000
Dividends
$201 - $1,000
8
Southern Company Stock
$15,001 - $50,000
Dividends
$1,001 - $2,500
9
Residential Real Estate, Greenbrae, California
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
10
Residential Real Estate, Chevy Chase, Maryland
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase Bank
$250,001 - $500,000
2013
30 years
2
TD Bank
$15,001 - $50,000
2013
30 years
3
Chase
$100,001 - $250,000
2005
Variable
4
Loan Depot
$500,001 - $1,000,000
2021
15 years
5
PHH Mortgage Services
$500,001 - $1,000,000
2021
30 years
6
State Department Federal Credit Union
$10,001 - $15,000
2023
Line of Credit

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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