Observations
- Millionaire
Estimated Net Worth
- $2.6 M - $8.3 M
Salary
- Unknown
Employment
- Started 05/05/2022
Financial Disclosure Details - OGE Form 278e (10/25/2021)
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 -2 | |||
1.1 | Hartford CAP Appreciation A | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Hartford Floating Rate A | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Hartford INTL Opportunities A | $1,001 - $15,000 | 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 | State Department Foreign Service Institute - June 17, 2021 | Honorarium | $500 | |
2 | Department of State Foreign Service Institute - July 29, 2021 | Honorarium | $500 | |
3 | Roth IRA-1 | |||
3.1 | MFS Growth Allocation A | $1,001 - $15,000 | None (or less than $201) | |
3.2 | MFS International Growth A | $1,001 - $15,000 | None (or less than $201) | |
3.3 | MFS MA Investors Trust A | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cisco Sys Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | Wal-Mart Stores Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3 | Hartford Growth Allocation | $15,001 - $50,000 | $201 - $1,000 | |
4 | American Funds EuroPacific Growth Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | Hartford Floating Rate Fund | $1,001 - $15,000 | $201 - $1,000 | |
6 | Berkshire Hathaway | $50,001 - $100,000 | None (or less than $201) | |
7 | USAA Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
8 | USAA Growth and Income Fund | $50,001 - $100,000 | $201 - $1,000 | |
9 | USAA Growth and Tax Strategy Fund | $15,001 - $50,000 | $201 - $1,000 | |
10 | American Funds Fundamental Investors Fund | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 18 | We did not rent out this unit in 2020. |
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