Estimated Net Worth
- $190 K - $550 K
Salary
- Unknown
Employment
- Started 11/01/2019
Records
Financial Disclosure Details - OGE Form 278e (05/10/2022)
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 | Ricci, Tyrell, Johnson & Grey, PLLC, 401(k) plan | |||
1.1 | MFS International Diversification Fund Class R6 Shares (MDIZX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity Small Cap Index Fund (FSSNX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Ricci, Tyrell, Johnson & Grey, PLLC | Philadelphia, Pennsylvania | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2003 |
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 | Vanguard IRA | |||
1.1 | Vanguard Target Retirement 2035 Fund (VTTHX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Target Retirement 2045 Fund (VTIVX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Vanguard Target Retirement 2045 Fund (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
2 | OneSource Regulatory (regulatory, medical, and compliance consulting services) | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Dependent #1 Virginia 529 College Savings Plan | |||
3.1 | 2027 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | 2024 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | Dependent #2 Virginia 529 College Savings Plan | |||
4.1 | 2027 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | Dependent #3 Virginia 529 College Savings Plan | |||
5.1 | 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
6 | Dependent #1 Brokerage Account |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | iShares MSCI EAFE International Index Fund Class K Shares (BTMKX) | Sale | 03/17/2021 | $50,001 - $100,000 |
2 | Columbia Small Cap Index Fund Institutional 2 Class Shares (CXXRX) | Sale | 03/17/2021 | $15,001 - $50,000 |
3 | Fidelity Small Cap Index Fund (FSSNX) | Purchase | 03/18/2021 | $15,001 - $50,000 |
4 | MFS International Diversification Fund Class R6 Shares (MDIZX) | Purchase | 03/18/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Access Group | $15,001 - $50,000 | 2002 | 22 years |
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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