Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/20/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Kiwanis Club of Shallotte-South Brunswick Islands | Ocean Isle Beach, North Carolina | Treasurer | Present |
2 | Freedman & Associates LLC | Alexandria, Virginia | Senior Associate | 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 |
|---|---|---|---|---|
1 | Freedman & Associates LLC | Alexandria, Virginia | Agreement is for potential future employment at a stated hourly rate for actual hours worked. Agreement is active. | 4/2023 |
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 Roth | |||
1.1 | Fidelity Asset Manager 50% (FASMX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Fidelity Asset Manager 70% (FASGX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.3 | Fidelity Puritan (FPURX) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Fidelity Asset Manager 50% (FASMX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.2 | Fidelity Asset Manager 70% (FASGX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2.3 | Fidelity Magellan (FMAGX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Puritan (FPURX) | $100,001 - $250,000 | $2,501 - $5,000 | |
2.5 | IMB Common | $1,001 - $15,000 | Dividends | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | 10 acres undeveloped land in Rio Arriba County, New Mexico | $1,001 - $15,000 | None (or less than $201) | |
2 | Ford Mtr Co Del Com (F) | $1,001 - $15,000 | None (or less than $201) | |
3 | US Bank (Cash) 1 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
4 | US Savings Bond | $50,001 - $100,000 | Interest | $5,001 - $15,000 |
5 | US Bank (Cash) 2 | $50,001 - $100,000 | None (or less than $201) | |
6 | Equitable Life Insurance Policy | $1,001 - $15,000 | None (or less than $201) | |
7 | US Bank (Cash) 3 | $1,001 - $15,000 | None (or less than $201) | |
8 | IRA Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $1,001 - $2,500 | |
9 | Apple Inc. - Common Stock (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
10 | T Rowe Price Ret 2020 Fund (TRRBX) | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core S&P 500 ETF (IVV) | Purchase | 04/19/2023 | $1,001 - $15,000 |
2 | Berkshire Hathaway Inc. (BRKB) | Purchase | 06/20/2023 | $1,001 - $15,000 |
3 | Apple, Inc. (AAPL) | Purchase | 12/18/2023 | $1,001 - $15,000 |
4 | Cisco Systems, Inc. (CSCO) | Sale | 12/18/2023 | $1,001 - $15,000 |
5 | iShares Core Growth Allocation ETF (AOR) | Purchase | 01/20/2023 | $1,001 - $15,000 |
6 | iShares Core Growth Allocation ETF (AOR) | Purchase | 02/17/2023 | $1,001 - $15,000 |
7 | iShares Core S&P 500 ETF (IVV) | Purchase | 03/23/2023 | $1,001 - $15,000 |
8 | iShares Core S&P 500 ETF (IVV) | Purchase | 07/27/2023 | $1,001 - $15,000 |
9 | iShares Core S&P 500 ETF (IVV) | Purchase | 08/24/2023 | $1,001 - $15,000 |
10 | iShares Core S&P 500 ETF (IVV) | Purchase | 09/25/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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