Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $7.0 M
Salary
- Unknown
Employment
- Started 01/03/2022
Records
Financial Disclosure Details - OGE Form 278e (03/02/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Richmond, Virginia | Superintendent of Public Instruction | 1/2022 | |
2 | Washington, District of Columbia | Board Member | 1/2022 | |
3 | Richmond, Virginia | Ex Officio Board Member | 1/2022 | |
4 | Richmond, Virginia | Ex Officio Board Member | 1/2022 | |
5 | Washington, District of Columbia | Board Member | 1/2022 | |
6 | Richmond, Virginia | Secretary | 1/2022 | |
7 | Denver, Colorado | Commissioner | 1/2022 | |
8 | Richmond, Virginia | Commissioner | 1/2022 | |
9 | Richmond, Virginia | Board Member | 1/2022 | |
10 | Richmond, Virginia | Member | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Virginia Retirement System, 457 Plan: Target Date 2035 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia Retirement System Member Contribution Account (Plan 1) Defined Benefit Plan | $250,001 - $500,000 | None (or less than $201) | |
3 | Virginia Retirement System, 401(a) Cash Match plan: Target Date 2035 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | Rollover IRA - Signature Choice (NMIS) | |||
4.1 | Brown Capital Management Small Company Fund Institutional Share (BCSSX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Dodge & Cox Income Fund (DODIX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | FMI International Fund Institutional Class Share (FMIYX) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | iShares Gold Trust (IAU) | $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 this defined benefit plan | 7/2006 | |
2 | Durham, North Carolina | I will continue to participate in this defined benefit plan | 7/2000 | |
3 | Richmond, Virginia | I will continue to participate in two defined contribution plans. The plan sponsor will not make further contributions after my separation. | 6/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Richmond, Virginia | Served as chief executive and agency head of the Virginia DOE. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | CarMax (Used Car Sales) | salary, bonus | ||
2 | Employee Stock Purchase Plan - CarMax | $100,001 - $250,000 | None (or less than $201) | |
3 | CarMax Executive Deferred Compensation Plan | |||
3.1 | Newport Group Model Portfolio Moderate/Aggressive | |||
3.1.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
3.1.2 | TIAA-CREF Bond Index Fund Premier Class Shares (TBIPX) | $100,001 - $250,000 | None (or less than $201) | |
3.1.3 | Columbia Large Cap Index Fund Class A Shares (NEIAX) | $250,001 - $500,000 | None (or less than $201) | |
3.1.4 | Columbia Mid Cap Index Fund Class A Shares (NTIAX) | $15,001 - $50,000 | None (or less than $201) | |
3.1.5 | Columbia Small Cap Index Fund Institutional Class Shares (NMSCX) | $15,001 - $50,000 | None (or less than $201) | |
3.1.6 | iShares MSCI EAFE International Index Fund Investor A Shares (MDIIX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate Rental Property - Cary, NC | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Brokerage Account | |||
4.1 | DODGE & COX INCOME FUND | $50,001 - $100,000 | $2,501 - $5,000 | |
4.2 | AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2 | $50,001 - $100,000 | $2,501 - $5,000 | |
4.3 | FMI INTERNATIONAL FUND INSTITUTIONAL CLASS | $15,001 - $50,000 | None (or less than $201) | |
4.4 | ISHARES GOLD TR ISHARES NEW | $15,001 - $50,000 | None (or less than $201) | |
4.5 | ISHARES INC CORE MSCI EMERGING MKTS ETF | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | ISHARES INC MSCI EUROZONE ETF | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $15,001 - $50,000 | 2003 | 30 years |
2 | Capital One | $15,001 - $50,000 | 2021 | Revolving |
3 | Northwestern Mutual | $15,001 - $50,000 | 2020 | Revolving |
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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