Estimated Net Worth
  • estimated net worth
    $713 K - $1.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/02/2023)

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
Maryland State Retirement Agency, defined benefit plan (value not readily ascertainable): eligible for approximately $140/month at age 62
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Maryland State Retirement Agency
Baltimore, Maryland
I will continue to participate in this defined benefit plan.
8/1986

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Gabelli Equity Trust - GAB (fund)
$15,001 - $50,000
$1,001 - $2,500
2
Davis New York Venture Fund Class A Shares (NYVTX)
$1,001 - $15,000
$1,001 - $2,500
3
Horace Mann Whole Life Insurance Policy
$15,001 - $50,000
None (or less than $201)
4
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
5
Franklin Founding Funds Allocation Fund
$50,001 - $100,000
$201 - $1,000
6
Munch Family Properties, LLC
6.1
Commercial real estate, Chapel Hill, NC
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
7
U.S. bank #2 (cash)
$100,001 - $250,000
None (or less than $201)
8
U.S. credit union (cash)
$15,001 - $50,000
Interest
$201 - $1,000
9
Gabelli Utility Trust (GUT)
$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
Wells Fargo
$50,001 - $100,000
2013
15 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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