Walter Cruickshank
Deputy Director
Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $8.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/04/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Valley Stream Estates Home Owner's Association | Burtonsvile, Maryland | President | 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 |
---|---|---|---|---|
1 | Towson University | Salary | ||
2 | TIAA-CREF, fixed annuity | $250,001 - $500,000 | $5,001 - $15,000 | |
3 | Fidelity IRA: | |||
3.1 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | $100,001 - $250,000 | $2,501 - $5,000 | |
3.4 | Strategic AdvisersFidelity International Fund (FUSIX) - | $50,001 - $100,000 | $1,001 - $2,500 | |
3.5 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3.7 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Fresenius Medical Care AG & Co. KGaA (FMS) | $1,001 - $15,000 | Dividends | None (or less than $201) |
2 | U.S. bank #1 (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
3 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | FDRXX - Fidelity Government Cash Reserves | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | John Hancock Funds Disciplined Value Mid Cap JVMIX | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | AB Large Cap Growth Fund Advisor Class MUTF: APGYX | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | Pioneer Fundamental Growth Fund Class Y MUTF: FUNYX | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | T Rowe Price Integrated U.S. Small-Cap GrowthFund MUTF: PRDSX | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | BNY Mellon Equity Income Fund (DQIRX) | $100,001 - $250,000 | $2,501 - $5,000 | |
10 | Edgewood Growth Fund Class Institutional MUTF: EGFIX | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX) | Sale | 12/29/2023 | $1,001 - $15,000 |
2 | Fidelity SAI Short-Term Bond Fund Fidelity SAI Short-Term Bond Fund (FZOMX) | Sale | 12/29/2023 | $1,001 - $15,000 |
3 | Fidelity SAI Low Duration Income Fund Fidelity SAI Low Duration Income Fund (FZOLX) | Sale | 12/29/2023 | $1,001 - $15,000 |
4 | Fidelity SAI High Income Fund | Sale | 12/29/2023 | $1,001 - $15,000 |
5 | Fidelity SAI Inflation-Focused Fund (FIFGX) | Purchase | 12/29/2023 | $1,001 - $15,000 |
6 | Strategic Advisors FID Emerging Markets (FGOMX) | Purchase | 12/29/2023 | $1,001 - $15,000 |
7 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | Purchase | 12/29/2023 | $50,001 - $100,000 |
8 | Strategic Advisers Fidelity International Fund (FUSIX) | Purchase | 12/29/2023 | $15,001 - $50,000 |
9 | Strategic Advisers Fidelity Core Income Fund (FIWGX) | Sale | 12/29/2023 | $50,001 - $100,000 |
10 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | Purchase | 09/28/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
Nothing reported in this section |
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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