Financial Disclosure Details - OGE Form 278e (05/16/2022)

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
PNC Business Checking
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Woodbridge, Virginia
This is an LLC that I established when I was out consulting on federal government work. I am no longer consulting on federal projects. I did not renew the registration in the state of Virginia in 2021.
6/2014

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
Bob Evans 401k
1.1
cash
$1,001 - $15,000
None (or less than $201)
2
Prince William County, VA - Virginia Retirement System
2.1
Defined Benefit Plan
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Truist Checking Account
$15,001 - $50,000
None (or less than $201)
2
Son 1 529 Plan - American Funds
$1,001 - $15,000
$201 - $1,000
3
Son 2 529 Plan -American Funds
$15,001 - $50,000
$201 - $1,000
4
Northwestern Mutual Life -- Whole Life Son 1
$15,001 - $50,000
Dividends
$201 - $1,000
5
Northwestern Mutual Life - Whole Life Son 2
$15,001 - $50,000
Dividends
$201 - $1,000
6
Rental Property -- VA Beach, VA
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
7
Spouse Bank of America Checking
$1,001 - $15,000
None (or less than $201)
8
Spouse Bank of America Savings
$15,001 - $50,000
None (or less than $201)
9
Truist Checking Account
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Specialized Loan Servicing LLC
$100,001 - $250,000
2006
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Business Checking account associated with my previous LLC. I did not renew my registration in 2021.
3
1
I changed the LLC start date from June 2012 to June 2014. This was a mistake on my previous report.
6
6
Rental Property in Va Beach, VA. Property is co-owned with ex-wife. Income and expenses are shared 50% each.
6
8
The asset value was incorrectly reported last year.
8
1
This property is jointly owned by myself and ex-wife. Income and Expenses are shared at 50%

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