Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $9.8 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (02/24/2023)
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 |
|---|---|---|---|---|
1 | IRA - Vanguard Growth and Income Fund Admiral Shares (VGIAX) | $100,001 - $250,000 | 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 | JPMorgan Chase 401(k) plan | |||
1.1 | BlackRock International Fund Institutional Shares (MAILX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | JPMorgan SmartRetirement Target Date 2025 Fund (JNSIX) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | BlackRock Large Cap Focus Growth Fund, Inc Institutional Shares (MAFOX) | $100,001 - $250,000 | None (or less than $201) | |
2 | JPMorgan Chase, cash balance pension plan | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA - Vanguard Target Retirement 2025 (VTTVX) | $50,001 - $100,000 | None (or less than $201) | |
4 | FIS/Worldpay Inc, payment processing company | Salary, commission | ||
5 | FIS/Worldpay Inc 401(k) plan | |||
5.1 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | $100,001 - $250,000 | None (or less than $201) | |
6 | IRA - Vanguard Target Retirement 2055 (VFFVX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Wellesley Income Fund (VWINX) | $250,001 - $500,000 | $15,001 - $50,000 | |
2 | Vanguard Growth and Income Fund Admiral Shares (VGIAX) | $500,001 - $1,000,000 | $2,501 - $5,000 | |
3 | U.S. credit union #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
4 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
5 | Residential real estate, Annandale, VA | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
6 | Residential real estate, St. Paul, MN | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
7 | Residential real estate, New Orleans, LA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T.Rowe Price Retirement 2025 Fund (TRRHX) | Sale | 03/31/2022 | $100,001 - $250,000 |
2 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | Purchase | 03/31/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage | $10,001 - $15,000 | 2010 | 15 years |
2 | GMFS Home Mortgage | $100,001 - $250,000 | 2017 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | This mortgage was paid in full in early January 2023 and will be removed for the 2023 Financial Disclosure Report. |
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