Estimated Net Worth
- $433 K - $1.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/19/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Richmond, Virginia | Member of the Board of Conservation and Recreation | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | ROTH IRA | |||
1.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | IQ Enhanced Core Plus Bond US ETF (AGGP) | $1,001 - $15,000 | None (or less than $201) | |
2 | Traditional IRA |
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 | Spouse- Traditional IRA | |||
1.1 | Schwab Total Stock Market Index Fund (SWTSX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Schwab US Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Spouse-Roth | |||
2.1 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | AbbVie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Alphabet, Inc. (GOOGL) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash accounts) | $100,001 - $250,000 | None (or less than $201) | |
2 | VA Invest 529 Plan 1 | |||
2.1 | 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Aggressive Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | VA Invest 529 Plan 2 | |||
3.1 | Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | Metalcraft of Mayville (Stock) (Metal fabrication company) | $250,001 - $500,000 | Dividends | $5,001 - $15,000 |
5 | Brokerage account | |||
5.1 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Stifel Bank and Trust | $250,001 - $500,000 | 2012 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 2.5 | Please note that the asset was partially sold after the date of filing and the current value range is currently $1,001 - $15,000. |
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