Observations
- Lobbyist
Estimated Net Worth
- $229 K - $910 K
Salary
- Unknown
Employment
- Started 12/02/2021
Records
Financial Disclosure Details - OGE Form 278e (05/17/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Baltimore, Maryland | Assistant Attorney General | 3/2019 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | State of Maryland cash balance pension plan | $15,001 - $50,000 | None (or less than $201) | |
2 | State of Maryland 401k | |||
2.1 | Delaware Value Fund Institutional Class (DDVIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds EuroPacific Growth Fund Class R-6 (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Investment Contract Pool (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | T Rowe Price Retirement 2050 Trust B | $1,001 - $15,000 | None (or less than $201) | |
2.6 | TCW Core Fixed Income Fund I Class (TGCFX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Baltimore, Maryland | I will continue to participate in this cash balance pension plan, but the plan sponsor no longer makes contributions. | 2/2016 | |
2 | Baltimore, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/2015 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | Baltimore, Maryland | Assistant Attorney General |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | IRA #1 | |||
1.1 | American Funds EuroPacific Growth Fund Class C (AEPCX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | John Hancock Fundamental Large Cap Core Fund Class C (JHLVX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | American Funds New World Fund Class C (NEWCX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ClearBridge Small Cap Fund Class C (LMASX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | JPMorgan Growth Advantage Fund Class C (JGACX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | JPMorgan Large Cap Growth Fund Class C (OLGCX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | BlackRock High Yield Bond Portfolio Investor C Shares (BHYCX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. financial institution | |||
1.1 | iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total Stock Market Index Fund ETF Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | Virginia 529 Plan #1 | |||
2.1 | American Funds Capital World Growth and Income Fund Class 529-C (CWICX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Funds SMALLCAP World Fund Class 529-C (CSPCX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | American Funds The Growth Fund of America Class 529-C (CGFCX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia 529 Plan #2 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | LoanDepot | $250,001 - $500,000 | 2020 | 25 years |
2 | Firstmark Services | $10,001 - $15,000 | 2006 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
Nothing reported in this section |
Do you have information about Richard L. Trumka that is missing from this database?
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