Observations
- Millionaire
Estimated Net Worth
- $1.7 M - $4.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Dallas, Texas | Member of the Board of Directors | 1/2021 | |
2 | Fairfax, Virginia | Member of the Board of Directors | 1/2021 | |
3 | Charlotte, North Carolina | Member of the Board of Directors | 1/2021 | |
4 | New York City, New York | Member of the Board of Trustees | 1/2021 | |
5 | Auburn, Alabama | Member of the Board of Trustees | 1/2021 | |
6 | Washington, District of Columbia | Member National Security Advisory Board | 1/2021 | |
7 | Washington, District of Columbia | Member of Pine Island Capital Partners Team | 1/2021 | |
8 | Waltham, Massachusetts | Member of the Board of Directors | 1/2021 | |
9 | Great Falls, Virginia | Sole Owner and President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Nucor Corp. [vested restricted stock units] | None (or less than $1,001) | cash payment | $478,025 |
2 | Austin Strategy Group, LLC [consulting business] | $15,001 - $50,000 | None (or less than $201) | |
3 | Tenet Healthcare Corp. | Director Fees | $43,555 | |
4 | Tenet Healthcare Corp. [vested restricted stock units] | None (or less than $1,001) | cash payment | $1,515,502 |
5 | Raytheon Technology Corp. [vested and unvested restricted stock units; vested deferred stock units] | None (or less than $1,001) | cash payment | $739,726 |
6 | Otis Worldwide Corp., Carrier Global Corp. [vested restricted stock units, vested deferred stock units] | None (or less than $1,001) | cash payment | $453,939 |
7 | IRA | |||
7.1 | Akre Focus Fund Retail Class Shares (AKREX) | $1,001 - $15,000 | None (or less than $201) | |
7.2 | American Mutual Fund Class F2 Shares (AMRFX) | $1,001 - $15,000 | None (or less than $201) | |
7.3 | BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Great Falls, Virginia | Upon confirmation, this entity will cease to engage in any business, including providing consulting services to clients. All amounts due to me by any of my clients will be fixed before I assume the duties of the position of Secretary. During my appointment to the position of Secretary, the firm will remain dormant and will not advertise. I will not perform any services for the entity, except that I will comply with any requirements involving legal filings, taxes and fees that are necessary to maintain the entity while it is in inactive status. | 12/2020 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | USAA Tax-Exempt Long-Term Fund (USTEX) | $100,001 - $250,000 | $2,501 - $5,000 | |
1.2 | USAA Tax-Exempt Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
3 | U.S. brokerage money market account (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Brokerage Account 2 | |||
4.1 | Fidelity Government Cash Reserves (FDRXX) | $50,001 - $100,000 | None (or less than $201) | |
4.2 | Akre Focus Fund Retail Class Shares (AKREX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4.3 | AlphaSimplex Managed Futures Strategy Fund Class Y Shares (ASFYX) | $50,001 - $100,000 | $5,001 - $15,000 | |
4.4 | American Beacon AHL Managed Futures Strategy Fund Class Y Shares (AHLYX) | $50,001 - $100,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Tax-Exempt Bond Fund of America Class F2 Shares (TEAFX) | Purchase | 03/15/2021 | $100,001 - $250,000 |
2 | T Rowe Price QM US Sm-Cap Growth Eqty Fd, Inc (PRDSX) | Purchase | 03/15/2021 | $15,001 - $50,000 |
3 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
4 | Akre Focus Fund Retail Class Shares (AKREX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
5 | PIMCO Municipal Bond Fund Class A Shares (PMLAX) | Purchase | 03/15/2021 | $15,001 - $50,000 |
6 | Nuveen High Yield Municipal Bond Fund Class A Shares (NHMAX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
7 | AlphaSimplex Managed Futures Strategy Fund Class Y Shares (ASFYX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
8 | WCM Focused International Growth Fund Investor Class Shares (WCMRX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
9 | Goldman Sachs High Yield Municipal Fund Institutional Shares (GHYIX) | Purchase | 03/15/2021 | $50,001 - $100,000 |
10 | Fidelity Intermediate Municipal Income Fund (FLTMX) | Purchase | 03/15/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Bank of America | $1,000,001 - $5,000,000 | 2018 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Asset divested pursuant to my Ethics Agreement. |
2 | 4 | Asset divested pursuant to my Ethics Agreement. |
2 | 5 | Asset divested pursuant to my Ethics Agreement. |
2 | 6 | Asset divested pursuant to my Ethics Agreement. |
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