Observations
- Millionaire
Estimated Net Worth
- $3.0 M - $6.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (03/23/2021)
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 REIT Fund Roth | $1,001 - $15,000 | $201 - $1,000 | |
2 | Vanguard Prime Cap Roth | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | Vanguard Index Extended Market | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | Vanguard Int'l Index Emerging Markets | $15,001 - $50,000 | $1,001 - $2,500 | |
5 | Dominion Resources (common stock) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
6 | Vanguard Tax-Managed Capital Appreciation | $250,001 - $500,000 | $2,501 - $5,000 | |
7 | Vanguard Tax-Managed Small-Cap | $250,001 - $500,000 | $2,501 - $5,000 | |
8 | Vangaurd Total International Stock Index | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Vanguard Growth Index Fund | $250,001 - $500,000 | $5,001 - $15,000 | |
10 | Vanguard Intermediate-Term Tax-Exempt | $100,001 - $250,000 | $1,001 - $2,500 |
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 | Fairfax County Schools | salary | ||
2 | T Rowe Price Growth Equity Fund (457b) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Black Rock SP 500 Index (457b) | $250,001 - $500,000 | $1,001 - $2,500 | |
4 | Vanguard GNMA Index Fund (Roth) | $100,001 - $250,000 | $2,501 - $5,000 | |
5 | Vanguard Specialized Portfolio Health Care (457b) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
6 | Vanguard REIT Index Fund (Roth) | $1,001 - $15,000 | $201 - $1,000 | |
7 | Virginia Retirement System Pension , defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
8 | Fairfax County Educational Employee Retirement System, defined benefit plan | $1,001 - $15,000 | None (or less than $201) | |
9 | Fairfax County Supplemental Retirement System defined benefit | $15,001 - $50,000 | None (or less than $201) | |
10 | Great Western Portfolio Fund (457b) | $100,001 - $250,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wells Fargo Checking Account | $15,001 - $50,000 | None (or less than $201) | |
2 | Apple Federal Credit Union Checking and Savings Account | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Municipal Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Vangaurd Federal Funds Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Tax-Managed Small Cap | Sale | 05/08/2020 | $100,001 - $250,000 |
2 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | Sale | 05/08/2020 | $100,001 - $250,000 |
3 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | Sale | 05/08/2020 | $50,001 - $100,000 |
4 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | Sale | 05/08/2020 | $100,001 - $250,000 |
5 | Vanguard international Index Emerging Markets | Sale | 05/08/2020 | $15,001 - $50,000 |
6 | Vanguard GNMA Fund Admiral Shares (VFIJX) | Purchase | 05/08/2020 | $500,001 - $1,000,000 |
7 | Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | Purchase | 05/08/2020 | $15,001 - $50,000 |
8 | Vanguard Tax Managed Capital Appreciation | Sale | 05/08/2020 | $100,001 - $250,000 |
9 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | Sale | 04/22/2020 | $1,001 - $15,000 |
10 | BlackRock SP 500 | Sale | 04/24/2020 | $50,001 - $100,000 |
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 |
|---|---|---|
5 | 7 | Value not readily ascertainable but estimate of cash value provided. |
5 | 8 | Value not readily ascertainable but estimate of cash value provided. |
5 | 9 | Value not readily ascertainable but estimate of cash value provided. |
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