Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.4 M - $3.1 M
Salary
  • salary
    Unknown
Employment
  • 01/01/2017 - 09/01/2022

Financial Disclosure Details - OGE Form 278e (04/16/2022)

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
Inherited IRA Lincoln Financial Group (T Rowe Price Equity Income PRFDX)
$15,001 - $50,000
$2,501 - $5,000
2
Inherited IRA Lincoln Financial Group (Fidelity Contrafund FCNTX)
$50,001 - $100,000
$5,001 - $15,000
3
Inherited IRA Lincoln Financial Group (Vanguard Total Bond Index VBTLX)
$15,001 - $50,000
None (or less than $201)
4
Inherited IRA Lincoln Financial Group Stable Value Account fixed annuity (formerly SAGIC Diversified Bond II)
$15,001 - $50,000
None (or less than $201)
5
Inherited IRA Dodge & Cox Stock Fund (DODGX)
$50,001 - $100,000
$2,501 - $5,000

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
NatureServe (Scientific Non-Governmental Organization)
salary
2
Fidelity Growth & Income (FGRIX)
$100,001 - $250,000
$15,001 - $50,000
3
Fidelity 500 Index (FXAIX)
$100,001 - $250,000
$15,001 - $50,000
4
Fidelity Contrafund (FCNTX)
$250,001 - $500,000
$50,001 - $100,000
5
Fidelity Govt Money Market Fund (SPAXX)
$15,001 - $50,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash, Checking)
$100,001 - $250,000
None (or less than $201)
2
Rental Townhouse (Oakton, VA)
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
3
Vanguard Prime Money Market Fund (VMMXX)
$250,001 - $500,000
$2,501 - $5,000
4
Vanguard 500 Index Fund (VFIAX)
$50,001 - $100,000
$15,001 - $50,000
5
Vanguard High-Yield Tax-Exempt (VWAHX)
$1,001 - $15,000
None (or less than $201)
6
Vanguard Total Stock Market Index Admiral Shares (VTSAX)
$50,001 - $100,000
$5,001 - $15,000
7
Dodge & Cox Stock Fund (DODGX)
$50,001 - $100,000
$5,001 - $15,000
8
U.S. Bank #2 (Cash, Savings)
$15,001 - $50,000
Interest
$201 - $1,000
9
Virginia 529 for Daughter (Potomac Plan)
$15,001 - $50,000
$201 - $1,000
10
Maryland 529 for Daughter (Portfolio for Education Today)
$15,001 - $50,000
$201 - $1,000

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
Nothing reported in this section

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