Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.1 M - $7.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/11/2023)

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
Janus Global Select Fund D Roth IRA (JANRX)
$15,001 - $50,000
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
Booz Allen ECAP Pension Fund
1.1
Voya Russell Large Cap Growth Index Fund
$15,001 - $50,000
None (or less than $201)
1.2
Voya Russell Small Cap Index
$15,001 - $50,000
None (or less than $201)
1.3
American Funds EuroPacific Growth Fund Class R6 Shares (RERGX)
$1,001 - $15,000
None (or less than $201)
1.4
Black Rock LifePath 2025
$50,001 - $100,000
None (or less than $201)
2
Janus Global Technology and Innovation Fund (JNGTX) Roth IRA
$15,001 - $50,000
None (or less than $201)
3
CSC, Defined Contribution Plan, no remaining assets
None (or less than $1,001)
cash distribution
$89,728

Other Assets and Income

#
Description
Value
Type
Amount
1
USAA Nevada 529 Individual College Savings Plan
1.1
Age-Based Option 12-13: Moderately Conservative Portfolio
$15,001 - $50,000
None (or less than $201)
2
USAA Aggressive Growth Fund (USAUX)
$15,001 - $50,000
$201 - $1,000
3
Janus Fund (JNRFX)
$1,001 - $15,000
None (or less than $201)
4
Cash Accounts in a U.S. Bank
$100,001 - $250,000
Interest
$1,001 - $2,500
5
Virginia 529 Prepaid College Plan
$50,001 - $100,000
None (or less than $201)
6
Pioneer Disciplined Growth Fund Class A Shares (PINDX)
$100,001 - $250,000
$5,001 - $15,000
7
Residential Real Estate, Walnut Creek, San Antonio, TX
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
8
Residential Real Estate, Spice Spring, San Antonio, TX
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
9
Residential Real Estate, Falls Church VA
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2013
30
2
OCWEN
$15,001 - $50,000
2012
15
3
OCWEN
$15,001 - $50,000
2012
15

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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