Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $6.8 M
Salary
  • salary
    Unknown
Employment
  • Started 01/16/2022

Financial Disclosure Details - OGE Form 278e (05/11/2023)

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
IRA
1.1
USAA Science & Technology Fund Fund Class Shares (USSCX)
$1,001 - $15,000
None (or less than $201)
1.2
USAA 500 Index Fund Member Shares (USSPX)
$1,001 - $15,000
None (or less than $201)
1.3
USAA Growth Fund Fund Class Shares (USAAX)
$1,001 - $15,000
None (or less than $201)
1.4
USAA Cornerstone Moderately Aggressive Fund (USCRX)
$1,001 - $15,000
None (or less than $201)
1.5
USAA International Fund Fund Class Shares (USIFX)
$1,001 - $15,000
None (or less than $201)
1.6
USAA Nasdaq-100 Index Fund (USNQX)
$1,001 - $15,000
None (or less than $201)
1.7
USAA Cornerstone Equity Fund (UCEQX)
$1,001 - $15,000
None (or less than $201)
1.8
USAA Target Retirement 2050 Fund (URFFX)
$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
Legal Services Corporation
salary, bonus
2
IRA
2.1
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Small Cap Index Fund (FSSNX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity Mid Cap Enhanced Index Fund (FMEIX)
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity Mid Cap Index Fund (FSMDX)
$1,001 - $15,000
None (or less than $201)
2.5
Fidelity International Small Cap Fund (FISMX)
$1,001 - $15,000
None (or less than $201)
2.6
Fidelity Capital & Income Fund (FAGIX)
$1,001 - $15,000
None (or less than $201)
2.7
Fidelity Total Market Index Fund (FSKAX)
$1,001 - $15,000
None (or less than $201)
3
Legal Services Corporation 401k

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (Cash)
$1,001 - $15,000
Interest
$201 - $1,000
2
Residential Real Estate, Washington DC
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
3
Residential Real Estate, Washington, D.C
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
4
Residential Real Estate, Washington, D.C
$1,000,001 - $5,000,000
Rent or Royalties
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
Residential Real Estate, Washington, D.C
Purchase
07/08/2022
$1,000,001 - $5,000,000
2
USAA Science & Technology Fund Fund Class Shares (USSCX)
Purchase
03/21/2022
$1,001 - $15,000
3
USAA 500 Index Fund Member Shares (USSPX)
Purchase
03/21/2022
$1,001 - $15,000
4
Fidelity Total Market Index Fund (FSKAX)
Purchase
03/07/2022
$1,001 - $15,000
5
American Century One Choice 2055 Portfolio Investor Class Shares (AREVX)
Sale
03/07/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mohela
$100,001 - $250,000
2015
Open-Ended
2
First Home Mortgage Corportation
$250,001 - $500,000
2022
30
3
Navy Federal Credit Union
$100,001 - $250,000
2022
40
4
Morgan Stanley
$1,000,001 - $5,000,000
2022
30
5
First Home Mortgage Corporation
$500,001 - $1,000,000
2021
30
6
Chase Bank
$15,001 - $50,000
2022
Open-Ended

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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