Estimated Net Worth
- $766 K - $1.7 M
Salary
- Unknown
Employment
- Started 07/01/2021
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Member of Vetting Operations team and Executive Office of the President Management and Administration agency review team | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. (Biden-Harris Transition) | Salary | $6,423 |
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 | Montgomery County Public Schools | salary | ||
2 | Maryland State Retirement and Pension Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | Arizona Retirement System, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Germantown, MD | None (or less than $1,001) | Rent or Royalties | $100,001 - $1,000,000 |
2 | Maryland 529 - Portfolio for Education Today | $50,001 - $100,000 | None (or less than $201) | |
3 | Maryland 529 - Portfolio 2027 | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank account #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
5 | U.S. bank account #2 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
6 | IRA #1 | Cash distribution | $8,334 | |
6.1 | T Rowe Price Growth Stock Fund, Inc Class I Shares (PRUFX) | $250,001 - $500,000 | None (or less than $201) | |
7 | IRA #2 | Cash distribution | $3,115 | |
7.1 | Fidelity Blue Chip Growth Fund (FBGRX) | $100,001 - $250,000 | None (or less than $201) | |
8 | Residential real estate, Mineral, VA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale of residential real estate, Germantown MD | Sale | 10/20/2021 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $100,001 - $250,000 | 2005 | 30 year |
2 | Flagstar Bank | $250,001 - $500,000 | 2020 | 30 year |
3 | Waterstone Mortgage | $250,001 - $500,000 | 2020 | 30 year |
4 | Amerisave Mortgage | $250,001 - $500,000 | 2021 | 30 year |
5 | Flagstar Bank | $250,001 - $500,000 | 2021 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 6.1 | Inherited retirement plan. Income is required minimum distribution. The bank changed the investment from PRGFX to PRUFX with no input from the customer. |
6 | 7.1 | Inherited retirement plan. Income is required minimum distribution. |
8 | 1 | Paid in full in 2021. |
8 | 2 | Closed in 2021. Refinanced to Amerisave Mortgage, see line 4. |
8 | 3 | Transferred to Flagstar Bank in 2021, see line 5. |
8 | 4 | Refinanced from Flagstar Bank, see line 2. |
8 | 5 | Transferred from Waterstone Mortgage, see line 3. |
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