Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $5.2 M
Salary
- Unknown
Employment
- Started 07/14/2022
Financial Disclosure Details - OGE Form 278e (07/05/2023)
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 | Roth IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Freedom 2035 Fund (FFTHX) | $1,001 - $15,000 | $1,001 - $2,500 | |
2 | U.S. brokerage Traditional IRA (cash) | $15,001 - $50,000 | None (or less than $201) |
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 | Roth IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Freedom 2030 Fund (FFFEX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | U.S. brokerage Traditional IRA cash only | $15,001 - $50,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage Money Market Account (cash) | $1,001 - $15,000 | Dividends Interest | $201 - $1,000 |
2 | New Hampshire College Savings Plan (Fidelity Advisor 529 Plan) | |||
2.1 | NH Portfolio 2027 | $15,001 - $50,000 | None (or less than $201) | |
3 | New Hampshire College Savings Plan (Fidelity Advisor 529 Plan) | |||
3.1 | NH Portfolio 2024 | $50,001 - $100,000 | None (or less than $201) | |
4 | Residential real estate, Falls Church, VA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Mortgage | $500,001 - $1,000,000 | 2021 | 30 years |
2 | USAA | $15,001 - $50,000 | 2021 | 6 years |
3 | Chase | $15,001 - $50,000 | 2018 | revolving |
4 | Chase | $15,001 - $50,000 | 2018 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | money market cash account |
8 | 1 | We refinanced our primary mortgage and home equity loan in 2021, combining both in a single consolidated mortgage on our primary residence. |
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