Estimated Net Worth
- $359 K - $1.3 M
Salary
- Unknown
Records
- OGE Form 278t (05/01/2023)
- OGE Form 278t (03/30/2023)
- OGE Form 278t (11/20/2022)
- OGE Form 278t (09/11/2022)
- OGE Form 278t (08/11/2022)
- OGE Form 278e (05/16/2022)
- OGE Form 278t (04/24/2022)
- OGE Form 278t (03/08/2022)
- OGE Form 278t (01/16/2022)
- OGE Form 278t (11/15/2021)
- OGE Form 278t (10/02/2021)
- OGE Form 278t (09/04/2021)
- OGE Form 278t (08/06/2021)
- OGE Form 278t (07/01/2021)
- OGE Form 278e (05/17/2021)
- OGE Form 278t (05/17/2021)
- OGE Form 278t (04/20/2021)
- OGE Form 278t (02/28/2021)
- OGE Form 278t (01/04/2021)
- OGE Form 278t (12/08/2020)
- OGE Form 278t (11/06/2020)
- OGE Form 278e (05/15/2020)
- OGE Form 278t (11/03/2019)
- OGE Form 278t (09/27/2019)
- OGE Form 278t (08/22/2019)
- OGE Form 278t (08/02/2019)
- OGE Form 278t (07/02/2019)
- OGE Form 278t (05/24/2019)
- OGE Form 278e (05/15/2019)
- OGE Form 278t (04/25/2019)
- OGE Form 278t (03/21/2019)
- OGE Form 278t (02/28/2019)
- OGE Form 278t (01/23/2019)
- OGE Form 278t (12/26/2018)
- OGE Form 278t (11/30/2018)
- OGE Form 278t (10/31/2018)
- OGE Form 278t (09/16/2018)
- OGE Form 278t (08/17/2018)
- OGE Form 278t (07/19/2018)
- OGE Form 278t (06/18/2018)
- OGE Form 278t (05/23/2018)
- OGE Form 278e (05/15/2018)
- OGE Form 278t (04/25/2018)
- OGE Form 278t (03/27/2018)
- OGE Form 278t (02/24/2018)
- OGE Form 278t (01/22/2018)
- OGE Form 278t (12/13/2017)
- OGE Form 278t (11/16/2017)
- OGE Form 278t (10/12/2017)
- OGE Form 278t (09/01/2017)
- OGE Form 278t (08/04/2017)
- OGE Form 278t (07/03/2017)
- OGE Form 278t (06/01/2017)
- OGE Form 278e (05/14/2017)
- OGE Form 278t (04/14/2017)
- OGE Form 278t (03/10/2017)
- OGE Form 278e (06/19/2016)
- SF50
- Resume
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Dunn Loring, Virginia | Managing Director | Present | |
2 | Dunn Loring, Virginia | Limited Partner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | SEP-IRA | |||
1.1 | Vanguard Target Retirement 2060 | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Vanguard Small-Cap Gr Idx Admiral | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Vanguard Total Stock Mkt Idx Adm | $15,001 - $50,000 | None (or less than $201) | |
4 | Self-employed (speech pathologist) | Fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia 529 Plan | |||
1.1 | Vanguard Total Stock market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | Virginia 529 Plan | |||
2.1 | Vanguard Total Stock Market Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Total Stock Market Index Fund (Roth IRA) | $15,001 - $50,000 | None (or less than $201) | |
4 | Rim Rock Livestock Co. | $1,001 - $15,000 | Capital Gains Interest | $5,001 - $15,000 |
5 | Vanguard Federal Money Market Fund | None (or less than $1,001) | None (or less than $201) | |
6 | Amazon.com Inc | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
7 | Apple Inc | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
8 | Ebix Inc | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Ebix, Inc. (EBIX) | Sale | 02/25/2021 | $1,001 - $15,000 |
2 | Amazon.com, Inc. (AMZN) | Sale | 02/25/2021 | $1,001 - $15,000 |
3 | Twilio, Inc. (TWLO) | Purchase | 01/11/2021 | $1,001 - $15,000 |
4 | InMode Ltd. | Purchase | 02/03/2021 | $1,001 - $15,000 |
5 | Zoom Video Communications, Inc. (ZM) | Sale | 02/03/2021 | $15,001 - $50,000 |
6 | Ebix, Inc. (EBIX) | Sale | 01/28/2021 | $1,001 - $15,000 |
7 | MongoDB, Inc. (MDB) | Sale | 01/20/2021 | $1,001 - $15,000 |
8 | CrowdStrike Holdings, Inc. | Purchase | 03/05/2021 | $1,001 - $15,000 |
9 | Cloudflare, Inc. | Purchase | 03/04/2021 | $1,001 - $15,000 |
10 | Datadog, Inc. | Purchase | 03/05/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cornerstone | $50,001 - $100,000 | 1999 | 245 months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Ethics approval received. |
1 | 2 | Ethics approval received. |
6 | 4 | Sale of property and distribution of proceeds to shareholders. |
6 | 21 | Underlying assets separately reported. |
6 | 22 | Account 2 |
6 | 23 | Account 2 |
6 | 24 | Account 2 |
6 | 25 | Account 2 |
6 | 26 | Account 2 |
6 | 28 | Account 2 |
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