Estimated Net Worth
- $269 K - $1.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/03/2022)
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 | Inherited IRA #1 | Cash Distribution | $4,997 | |
1.1 | FQITX - Fidelity SAI INTL QUALITY INDEX FUND | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | FITMX - FIDELITY SAI INTL MOMENTUM INDEX FUND | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | Fidelity SAI International Value Index Fund (FIWCX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity SAI US Value Index Fund (FSWCX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Fidelity SAI US Momentum Index Fund (FUMIX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.6 | Fidelity SAI US Large Cap Index Fund (FLCPX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.7 | Fidelity SAI Real Estate Index Fund (FESIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | Fidelity SAI International Index Fund (FIONX) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | $201 - $1,000 |
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 | Antonin Scalia Law School | salary | ||
2 | George Washington University Law School | salary | ||
3 | William & Mary Law School | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Money Markey Account) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. Bank #2 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
3 | Managed Brokerage Account | |||
3.1 | iShares MSCI EAFE ETF (EFA) | $15,001 - $50,000 | $201 - $1,000 | |
3.2 | Fidelity Emerging Markets Index Fund (FPADX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Fidelity SAI US Value Index Fund (FSWCX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity SAI US Quality Index Fund (FUQIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | T Rowe Price Virginia Tax-Free Bond Fund (PRVAX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | FIDELITY SAI U.S. LARGE CAP INDEX | Purchase | 09/10/2021 | $1,001 - $15,000 |
2 | FIDELITY SAI U.S. LARGE CAP INDEX (FLCPX) (Reinvestment) | Purchase | 09/10/2021 | $1,001 - $15,000 |
3 | FIDELITY SAI U.S. MOMENTUM INDEX FUND (FUMIX) (Reinvestment) | Purchase | 09/10/2021 | $1,001 - $15,000 |
4 | Fidelity SAI U.S. Large Cap Index Fund (FLCPX) | Sale | 11/17/2021 | $1,001 - $15,000 |
5 | iShares National Muni Bond ETF (MUB) | Sale | 10/14/2021 | $1,001 - $15,000 |
6 | T Rowe Price Virginia Tax-Free Bond Fund (PRVAX) | Purchase | 10/14/2021 | $1,001 - $15,000 |
7 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | Purchase | 10/12/2021 | $1,001 - $15,000 |
8 | Fidelity SAI US Large Cap Index Fund (FLCPX) | Sale | 10/12/2021 | $1,001 - $15,000 |
9 | Fidelity Advisor Communications Equipment Fund Class A Shares (FDMAX) | Purchase | 10/12/2021 | $1,001 - $15,000 |
10 | Fidelity SAI US Low Volatility Index Fund (FSUVX) | Sale | 10/12/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Department of Education (fedloan servicing) | $15,001 - $50,000 | 2004 | 30 years |
2 | SoFi MOHELA | $15,001 - $50,000 | 2017 | 10 |
3 | U.S. Dept. of Education (NelNet servicing) | $15,001 - $50,000 | 2005 | 30 |
4 | U.S. Dept. of Education | $15,001 - $50,000 | 2004 | 30 |
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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