Observations
- Millionaire
Estimated Net Worth
- $4.3 M - $10.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/29/2024)
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 | Vanguard Value Index Fund Admiral Shares (VVIAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $15,001 - $50,000 | None (or less than $201) | |
4 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. brokerage money market account (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $50,001 - $100,000 | None (or less than $201) | |
7 | New World Fund, Inc Class F2 Shares (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
8 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $100,001 - $250,000 | None (or less than $201) | |
9 | Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) | $50,001 - $100,000 | None (or less than $201) | |
10 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $100,001 - $250,000 | 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 | TIAA Account Lifecycle 2030 T4 | $15,001 - $50,000 | None (or less than $201) | |
2 | TIAA Account Lifecycle 2040 T4 | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Target Retirement Fund 2040 | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland State Retirement and Pension, defined benefit plan | $1,001 - $15,000 | None (or less than $201) | |
5 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $50,001 - $100,000 | None (or less than $201) | |
6 | American Funds Fundamental Investors Class F2 Shares (FINFX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Growth Fund of America Class F2 Shares (GFFFX) | $15,001 - $50,000 | None (or less than $201) | |
8 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $15,001 - $50,000 | None (or less than $201) | |
9 | Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Vanguard Small-Cap Value Index Fund Admiral Class Shares (VSIAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares Core S&P 500 ETF (IVV) | $50,001 - $100,000 | $201 - $1,000 | |
2 | iShares Select Dividend ETF (DVY) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Vanguard FTSE ETF Developed Markets ETF (VEA) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $50,001 - $100,000 | $201 - $1,000 | |
5 | Vanguard International Equity ETF Index FDS Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | |
6 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | None (or less than $201) | |
7 | US Treasury Interest PMT BD | $1,001 - $15,000 | None (or less than $201) | |
8 | US Treasury Interest PMT | $1,001 - $15,000 | None (or less than $201) | |
9 | US Treasury Interest PMT BD | $1,001 - $15,000 | None (or less than $201) | |
10 | U.S. brokerage money market account #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Federated Prime Cash Obligations Fund Wealth Shares (PCOXX) | Purchase | 12/21/2023 | $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 |
|---|---|---|
2 | 6 | Items 6-20 mistakenly reported in Part 6 in prior 278 reports. |
5 | 5 | Items 5-12 mistakenly reported on Part 6 in prior 278 reports. |
6 | 55 | Omitted on prior reports by mistake. |
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