Estimated Net Worth
  • estimated net worth
    $190 K - $550 K
Salary
  • salary
    Unknown

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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