Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $11.7 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (12/29/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Virgin Orbit | Long Beach, California | Vice President of Government Operations | 4/2023 |
2 | BryceTech | Alexandria, Virginia | Consultant | 11/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | BryceTech (Analytics and engineering firm) | Consulting Fees | $12,300 | |
2 | Virgin Orbit, stock options (value not readily ascertainable): | None (or less than $1,001) | None (or less than $201) | |
3 | Virgin Orbit, restricted stock units | None (or less than $1,001) | None (or less than $201) | |
4 | Virgin Orbit | Salary/Bonus | $787,361 | |
5 | Virgin Orbit | Severance | $20,760 | |
6 | IRA 0821 | |||
6.1 | Old Dominion Freight Line, Inc. (ODFL) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
6.4 | Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Virgin Orbit | Long Beach, California | Stock options were not exercisable during the period they held value. The company is now delisted and there is no value. | 10/2021 |
2 | Virgin Orbit | Long Beach, California | Vested RSUs were not sellable during the period they held value. The company is now delisted and the RSUs hold no value. | 2/2023 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | BryceTech | Alexandria, Virginia | Services as Consultant |
2 | Virgin Orbit | Long Beach, California | Services as Vice President of Government Operations |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Roth 3435 | |||
1.1 | American Funds International Vantage Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Western Asset Core Bond Instl | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Federated Hermes Instl High Yield Bd IS | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | Virtus KAR Small-Mid Cap Core I | $1,001 - $15,000 | None (or less than $201) | |
1.5 | American Beacon Y | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | Congress Large Cap Growth Instl | $1,001 - $15,000 | $201 - $1,000 | |
1.7 | MFS Global Real Estate I | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | Federated Strategic Value Dividend Instl | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint 3408 | |||
1.1 | Manatee Cnty FL Pub Utils Rev Impt Ref 4.00% 10/1/2053 | $1,001 - $15,000 | Interest | $201 - $1,000 |
1.2 | Virtus Newfleet Multi-Sector Short-Term Bond Fund Class I | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.3 | Invesco Oppenheimer Senior Floating Rate Y | $1,001 - $15,000 | Dividends | $2,501 - $5,000 |
1.4 | Loomis Sayles Investment Grade Bond Y | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
1.5 | Calvert Short Duration Income I | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.6 | BlackRock High Yield Bond I | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.7 | Templeton Global Bond Adv | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.8 | Western Asset Core Plus Bond IS | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
1.9 | TX St Hwy Impt GO Bds 2016 5.00% 4/1/2039 | $15,001 - $50,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | UBS | $500,001 - $1,000,000 | 2018 | 30 years |
2 | Truist | $100,001 - $250,000 | 2012 | 15 years |
3 | Lexus Financial | $10,001 - $15,000 | 2019 | 5 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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