Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.2 M
Salary
  • salary
    Unknown
Employment
  • Started 09/15/2022

Financial Disclosure Details - OGE Form 278e (02/22/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Richmond, Virginia
Deputy Secretary
1/2022
2
Stanford Alumni Association
Palo Alto, California
Board Member, Stanford Associates
Present
3
Arlington, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Hogan Lovells US LLP 401(k) plan
1.1
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
None (or less than $201)
1.2
Fidelity Growth Company Fund Class K Shares (FGCKX)
$100,001 - $250,000
None (or less than $201)
1.3
Fidelity Contrafund Class K Shares (FCNKX)
$100,001 - $250,000
None (or less than $201)
2
Clifford Chance US LLP 401(k) plan
2.1
JPMorgan Small Cap Equity Fund Class R5 Shares (JSERX)
$250,001 - $500,000
None (or less than $201)
2.2
T Rowe Price Large-Cap Growth Fund (TRLGX)
$100,001 - $250,000
None (or less than $201)
2.3
Fidelity Total Market Index Fund (FSKAX)
$50,001 - $100,000
None (or less than $201)
3
Commonwealth of Virginia 401(a) Cash Match plan
3.1
BlackRock Stock Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Richmond, Virginia
I will continue to participate in two defined contribution plans. The plans sponsor has not made further contributions after my separation. Until 31 January 2023, they also provide health insurance.
11/2014
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions after my separation.
8/1996
3
White & Case LLP
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions after my separation.
3/1999
4
Clifford Chance LLP
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions after my separation.
9/1999

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Commonwealth of Virginia, Office of the Governor
Richmond, Virginia
Served in the Governor's Cabinet as Deputy Secretary of Virginia until January 15, 2022.

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
U.S. bank #1 (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
2
USAA Universal Life Insurance
$100,001 - $250,000
None (or less than $201)
3
Personal loan to Ms. Montano
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Filer's Information
1
Was promoted to Brigadier General in the Army JAG Corps in August 2021 and appointed as Special Assistant to the General Counsel of the National Guard Bureau.
1
1
I was on a military mobilization and on leave without pay from Nov 2018 to Nov 2021. Employment ended on January 15, 2022. Severance payments will extend to 31 March 2022.

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