Observations
- Millionaire
Estimated Net Worth
- $3.1 M - $11.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/31/2023)
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 | RCM - Roth IRA - Equities | |||
1.1 | ArtisanGlobal Opportunities Fund Advisor Class Shares (APDRX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | BlackRockGlobal Dividend Portfolio Institutional Shares (BIBDX) | None (or less than $1,001) | None (or less than $201) | |
1.3 | BlackRock Health Sciences Opps Instl (SHSSX) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | Franklin Utilities Fund Advisor Class (FRUAX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Invesco Diversified Dividend Fund Class Y Shares (LCEYX) | None (or less than $1,001) | None (or less than $201) | |
1.9 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | 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 | RCM - Traditional IRA - Equities (S) | |||
1.1 | ArtisanGlobal Opportunities Fund Advisor Class Shares (APDRX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | BlackRockGlobal Dividend Portfolio Institutional Shares (BIBDX) | None (or less than $1,001) | None (or less than $201) | |
1.3 | BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Cohen & Steers Real Estate Securities Fund, Inc Class I Shares (CSDIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | Franklin Utilities Fund Advisor Class (FRUAX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia Pre-paid529-3 | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia Invest529-3 | |||
2.1 | 2021 Portfolio | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | U.S. Fed Savings Bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
4 | Undeveloped land, New Hampton, NH | $15,001 - $50,000 | None (or less than $201) | |
5 | Rental House, Falls Church, VA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
6 | Virginia Pre-paid529-1 | $1,001 - $15,000 | None (or less than $201) | |
7 | Virginia Pre-paid529-2 | None (or less than $1,001) | None (or less than $201) | |
8 | Virginia Invest529-1 | |||
8.1 | Stable Value | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR Bloomberg Barclays Convertible Securities ETF (CWB) | Purchase | 12/16/2022 | $15,001 - $50,000 |
2 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Purchase | 10/07/2022 | $50,001 - $100,000 |
3 | Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | Purchase | 08/31/2022 | $1,001 - $15,000 |
4 | Fidelity Agricultural Productivity Fund (FARMX) | Purchase | 08/31/2022 | $15,001 - $50,000 |
5 | iShares Morningstar Large-Cap Growth (ILCG) | Purchase | 08/31/2022 | $1,001 - $15,000 |
6 | iShares MSCI Emerging Markets ETF (EEM) | Purchase | 08/31/2022 | $50,001 - $100,000 |
7 | Washington Mutual Investors Fund Class C Shares (WSHCX) | Purchase | 06/10/2022 | $15,001 - $50,000 |
8 | JP Morgan Hedged Equity (JHDCX) | Purchase | 06/10/2022 | $15,001 - $50,000 |
9 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Purchase | 06/10/2022 | $15,001 - $50,000 |
10 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Purchase | 06/10/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Specialized Loan Servicing | $50,001 - $100,000 | 2017 | 15-year fixed |
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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