Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/27/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Monroe, Georgia | Co-Trustee | Present | |
2 | Fairfax, Virginia | Co-Trustee | 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 |
|---|---|---|---|---|
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Laurance Trust Under Agreement | |||
1.1 | Dodge & Cox International Stock Fund (DODFX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Fidelity MSCI Consumer Discretionary ETF (FDIS) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Fidelity MSCI INDL Index ETF (FIDU) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.4 | Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity MSCI Information Technology Index ETF (FTEC) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.6 | Huntsman Corporation (HUN) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.7 | Johnson & Johnson (JNJ) | None (or less than $1,001) | Capital Gains Dividends | $5,001 - $15,000 |
1.8 | Lowes Cos Inc. (LOW) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.9 | Micron Technology Inc. (MU) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | JPMorgan Chase & Co. (JPM) | Sale | 03/03/2023 | $15,001 - $50,000 |
2 | Marvell Technology Group Ltd. (MRVL) | Sale | 03/03/2023 | $1,001 - $15,000 |
3 | JPMorgan Chase & Co. (JPM) | Purchase | 07/13/2023 | $1,001 - $15,000 |
4 | JPMorgan Chase & Co. (JPM) | Purchase | 07/13/2023 | $1,001 - $15,000 |
5 | JPMorgan Chase & Co. (JPM) | Purchase | 07/13/2023 | $1,001 - $15,000 |
6 | Walmart, Inc. (WMT) | Sale | 07/24/2023 | $15,001 - $50,000 |
7 | United Airlines Holdings, Inc. (UAL) | Sale | 07/24/2023 | $1,001 - $15,000 |
8 | QUALCOMM, Inc. (QCOM) | Sale | 07/24/2023 | $1,001 - $15,000 |
9 | Prudential Financial, Inc. (PRU) | Sale | 07/24/2023 | $1,001 - $15,000 |
10 | Pfizer Inc. (PFE) | Sale | 07/24/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navy Federal Credit Union | $50,001 - $100,000 | 2018 | 180 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | I manage the trust assets as a co-trustee. |
1 | 2 | All reportable assets in this trust are reported in Part 6 |
6 | 1.7 | This position was sold in its entirety on 12/21/2023 |
6 | 1.14 | Position sold in its entirety on 03/07/2023 |
6 | 1.20 | This asset was sold in its entirety on 07/27/2023 |
6 | 1.21 | This asset was sold in its entirety on 07/27/2023 |
6 | 1.27 | This item is a CD that matures on 3/15/2024 |
6 | 1.28 | This asset is a CD that matures on 7/11/2024 |
6 | 1.29 | This asset is a CD that matures on 01/05/2024. |
6 | 2.1 | Increase in value due to unrealized capital gain from share price increases. |
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