Estimated Net Worth
- $721 K - $2.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/17/2021)
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 | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia 529 Plan | |||
2.1 | Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3 | Vanguard Total Stock Market Index (Educ Savings) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard Total Stock Market Index Fund (Educ Savings Acct) | $1,001 - $15,000 | None (or less than $201) | |
5 | Vanguard Total Stock Market Index Fund (Roth IRA) | $15,001 - $50,000 | None (or less than $201) | |
6 | Rim Rock Livestock Co. | $1,001 - $15,000 | Capital Gains Interest | $5,001 - $15,000 |
7 | Vanguard Federal Money Market Fund | None (or less than $1,001) | None (or less than $201) | |
8 | Amazon.com Inc | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Crowdstrike Holdings Inc. | Purchase | 01/07/2020 | $1,001 - $15,000 |
2 | Crowdstrike Holdings Inc. | Purchase | 01/08/2020 | $1,001 - $15,000 |
3 | Avalara Inc. | Purchase | 01/07/2020 | $1,001 - $15,000 |
4 | Avalara Inc. | Purchase | 01/08/2020 | $1,001 - $15,000 |
5 | Alteryx Inc. | Purchase | 01/07/2020 | $1,001 - $15,000 |
6 | InMode Ltd. | Purchase | 01/08/2020 | $1,001 - $15,000 |
7 | StoneCo Ltd. | Purchase | 01/08/2020 | $1,001 - $15,000 |
8 | Alteryx Inc. | Sale | 01/22/2020 | $1,001 - $15,000 |
9 | The Trade Desk Inc. | Sale | 01/29/2020 | $1,001 - $15,000 |
10 | Crowdstrike Holdings Inc. | Purchase | 01/24/2020 | $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 | 6 | Sale of property and distribution of proceeds to shareholders. |
6 | 32 | Underlying assets separately reported. |
6 | 33 | Account 2 |
6 | 34 | Account 2 |
6 | 35 | Account 2 |
6 | 36 | Account 2 |
6 | 37 | Account 2 |
6 | 38 | Account 2 |
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