Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.3 M - $6.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (11/14/2022)

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
Rollover IRA
1.1
Fidelity Blue Chip Growth
$15,001 - $50,000
None (or less than $201)
2
Coastal Conservation League, 401(k) plan
2.1
Calvert Balanced Fund - A (CSIFX)
$1,001 - $15,000
None (or less than $201)
2.2
Calvert Mid-Cap Fund - A (CCAFX)
$1,001 - $15,000
None (or less than $201)
2.3
Calvert Equity Fund - A (CSIEX)
$1,001 - $15,000
None (or less than $201)
2.4
Calvert International Equity Fund - A (CWVGX)
$1,001 - $15,000
None (or less than $201)
2.5
Calvert Small-Cap Fund - A (CCVAX)
$1,001 - $15,000
None (or less than $201)
3
Roth IRA
3.1
USAA Science & Technology Fund Class Shares (USSCX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Calvert from Coastal Conservation League
Charleston, South Carolina
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2005

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
Roth IRA
1.1
USAA Science & Technology Fund Class Shares (USSCX)
$1,001 - $15,000
None (or less than $201)
1.2
USAA Aggressive Growth Fund Class Shares (USAUX)
$1,001 - $15,000
None (or less than $201)
1.3
USAA Money Market Fund (USAXX)
$1,001 - $15,000
None (or less than $201)
1.4
USAA International Fund Class Shares (USIFX)
$15,001 - $50,000
None (or less than $201)
1.5
USAA Capital Growth Fund Class Shares (USCGX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
residential rental property, San Diego, CA
$1,000,001 - $5,000,000
Rent or Royalties
$15,001 - $50,000
2
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. Bank #2 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
4
NC College Foundation , 529 College Savings Plan (Child 1)
4.1
Vanguard Aggressive Growth Portfolio
$15,001 - $50,000
None (or less than $201)
4.2
Vanguard Growth Portfolio
$1,001 - $15,000
None (or less than $201)
4.3
Vanguard Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
4.4
Vanguard Total Bond Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
5
NC College Foundation , 529 College Savings Plan (Child 2)
5.1
Moderate Track
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nationstar Mortgage dba Mr. Cooper
$250,001 - $500,000
2021
20 years
2
LoanDepot
$1,000,001 - $5,000,000
2022
30 years
3
Nationstar Mortgage dba Mr. Cooper
$250,001 - $500,000
2012
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Filer's Information
1
In July 2022, I transitioned to a Leave Without Pay (LWOP) status.
8
2
New mortgage, new home. Filer had no other mortgages for a personal residence during the reporting period.
8
3
This mortgage was refinanced in 2021, represented in Line 1.

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