Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.5 M
Salary
- Unknown
Employment
- Started 05/12/2022
Financial Disclosure Details - OGE Form 278e (06/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | MANASSAS, Virginia | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | District No. 1 Pacific Coast MEBA Staff Pension Plan, defined benefit plan (value not readily ascertainable): eligible for $1,169.05 /mo at age 65. | None (or less than $201) | ||
2 | AFL-CIO Staff Retirement Plan, defined benefit plan (value not readily ascertainable): eligible for $1,233.12/mo. at age 65. | None (or less than $201) | ||
3 | Ohio National Finance ONCORE Lite III, Variable Annuity | |||
3.1 | TOPS MR Moderate Growth | $15,001 - $50,000 | None (or less than $201) | |
3.2 | TOPS Mng Risk Growth | $15,001 - $50,000 | None (or less than $201) | |
3.3 | PIMCO Glb Div Alloc | $15,001 - $50,000 | None (or less than $201) | |
3.4 | JanusHend Low Vol VIT | $15,001 - $50,000 | None (or less than $201) | |
4 | Prudential Premier B Series, Variable Annuity | |||
4.1 | AST Capitol Growth Asset Allocation | $50,001 - $100,000 | 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 defined benefit plan. | 12/1990 | |
2 | Washington, District of Columbia | I will continue to participate in this defined benefit plan. | 6/1997 |
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 | Aviation Management Associates (Consultation) | consulting fees | ||
2 | Spouse's IRA | |||
2.1 | American Funds Bond Fund of America F2 (ABNFX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Growth Fund of America Class F2 Shares (GFFFX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | New World Fund, Inc Class F2 Shares (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Janus Henderson Small Cap Value Fund Class I Shares (JSCOX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Jensen Quality Growth Fund Class I Shares (JENIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S Bank #2 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | Dominion Energy, Inc. (D) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
3 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | First Trust Dow Jones Internet Index Fund (FDN) | $50,001 - $100,000 | None (or less than $201) | |
5 | International Business Machines Corp. (IBM) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
6 | iShares Russell 2000 ETF (IWM) | $1,001 - $15,000 | None (or less than $201) | |
7 | iShares Core S&P Mid-Cap ETF (IJH) | $15,001 - $50,000 | $201 - $1,000 | |
8 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
9 | JPMorgan Global Allocation Fund Class C Shares (GAOCX) | $15,001 - $50,000 | None (or less than $201) | |
10 | MFS International Diversification Fund Class C Shares (MDIGX) | $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 | USAlliance | $100,001 - $250,000 | 2017 | 10 years |
2 | Wells Fargo | $50,001 - $100,000 | 2017 | On demand |
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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