Estimated Net Worth
- $296 K - $840 K
Salary
- Unknown
Employment
- Started 02/28/2022
Records
Financial Disclosure Details - OGE Form 278e (03/17/2022)
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 | Charles Schwab S&P 500 Index (SWPPX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Charles Schwab Target 2050 Fund (SWNRX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Checking Account 1 | $1,001 - $15,000 | None (or less than $201) | |
4 | Checking Account 2 | $1,001 - $15,000 | None (or less than $201) | |
5 | Checking Account 3 | $15,001 - $50,000 | None (or less than $201) | |
6 | Checking Account 4 | $100,001 - $250,000 | None (or less than $201) | |
7 | Savings Account 1 | $15,001 - $50,000 | Interest | None (or less than $201) |
8 | Savings Account 2 | $15,001 - $50,000 | Interest | None (or less than $201) |
9 | Checking Account 5 | $50,001 - $100,000 | Interest | $201 - $1,000 |
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 | State of Maryland | salary | ||
2 | Stevenson University | salary | ||
3 | Roth IRA | $15,001 - $50,000 | None (or less than $201) | |
3.1 | iShares Core S&P US Value ETF (IUSV) | |||
3.2 | iShares Core S&P US Growth ETF (IUSG) | |||
3.3 | iShares Edge MSCI USA Quality Factor ETF (QUAL) | |||
3.4 | iShares Core MSCI EAFE ETF (IEFA) | |||
3.5 | iShares Core MSCI Emerging Markets ETF (IEMG) | |||
3.6 | iShares Core S&P Mid-Cap ETF (IJH) | |||
3.7 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Account 1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Savings Account 1 | $1,001 - $15,000 | None (or less than $201) | |
3 | Savings Account 2 | $1,001 - $15,000 | None (or less than $201) | |
4 | 529 Account - Maryland College and Savings Plan | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | MyFedLoan | $100,001 - $250,000 | 2007 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 1 | As part of COVID relief legislation, interest rate was temporarily adjusted to 0.0% |
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