Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/17/2022)
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 | Delaware Ivy Cash Mngmt Fund (IIAXX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | Alger Small Cap Focus Fund Class Z (AGOZX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Columbia Dividend Income Fund Institutional Class (GSFTX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Loomis Sayles Global Allocation Fund Class Y (LSWWX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | MFS Growth Fund Class I (MFEIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | MFS International Diversification Fund Class I (MDIJX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | MFS Total Return Bond Fund Class I (MRBIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Columbia Floating Rate Fund Institutional Class (CFRZX) | $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 | CACI Intl, deferred compensation, tracks Bond Index (NVIT) | $100,001 - $250,000 | None (or less than $201) | |
2 | CACI International, Inc. (CACI) | salary and bonus | ||
3 | CACI International, Inc. (CACI) (stock) | $100,001 - $250,000 | None (or less than $201) | |
4 | CACI International, Inc. (CACI) (unvested restricted stock units) | $500,001 - $1,000,000 | None (or less than $201) | |
5 | CACI International, Inc. (CACI) 401K | |||
5.1 | Vanguard Inst Index Plus (VIIIX) | $100,001 - $250,000 | None (or less than $201) | |
5.2 | Vanguard Mid Cap Index, Inst (VMCIX) | $100,001 - $250,000 | None (or less than $201) | |
5.3 | Vanguard Small Cap Index Instl (VSCIX) | $100,001 - $250,000 | None (or less than $201) | |
5.4 | Vanguard TTL Intl Stk Idx (VTSNX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cortexyme, Inc. (CRTX) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank 1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank 2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank 3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | VA 529 Plan child 1 | |||
5.1 | American Funds College 2033 Fund Class 529-C Shares (CTLCX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | American Funds College 2033 Fund Class 529-A Shares (CTLAX) | $1,001 - $15,000 | None (or less than $201) | |
6 | VA 529 Plan child 2 | |||
6.1 | American Funds College 2033 Fund Class 529-C Shares (CTLCX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | American Funds College 2033 Fund Class 529-A Shares (CTLAX) | $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 | JP Morgan Chase | $1,000,001 - $5,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | I served as the Acting General Counsel from January 2017 through selection for the permanent position in August 2017. |
5 | 1 | Deferred compensation plan offered as part of overall Executive retirement plan through spouse's employer, CACI. |
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