Estimated Net Worth
- $712 K - $1.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | ANC 6B Planning and Zoning Subcommittee | Washington, District of Columbia | Resident Member | 3/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | None (or less than $201) |
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 | Consultant - Sole Proprietor (Advocacy Advisors LLC) | consulting fees | ||
2 | Individual Retirement Account | |||
2.1 | Fidelity Freedom Index 2045 Fund Institutional Premium Class Share (FFOLX) | $250,001 - $500,000 | None (or less than $201) | |
3 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | Individual Retirement Account #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Farm, Westhope ND | $15,001 - $50,000 | Rent or Royalties | $2,501 - $5,000 |
2 | Rental Apartment (ADU), Washington DC | $100,001 - $250,000 | Rent or Royalties | None (or less than $201) |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank #4 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | EdFinancial Services | $15,001 - $50,000 | 2002 | 30 years |
2 | PHH Mortgage | $250,001 - $500,000 | 2020 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | This loan was forgiven in Q1 2023. |
8 | 2 | Mortgage reflects value of residential mortgage given basement rental apartment. PHH Mortgage is new servicer for mortgage first obtained in November 2020. (Amerihome Mortgage Company LLC is no longer servicing loan.) Terms and conditions of loan are unchanged since it was obtained. |
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