Estimated Net Worth
- $732 K - $1.6 M
Salary
- Unknown
Employment
- Started 11/20/2009
Financial Disclosure Details - OGE Form 278e (05/24/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland College Investment Plan -- Portfolio 2021 | $100,001 - $250,000 | $201 - $1,000 | |
2 | DTE Energy Common (aggregate of holdings for 3 children) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3 | U.S. bank No. 1 (Cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
4 | Wells Fargo & Co | |||
4.1 | Putnam Sustainable Leaders Fund | None (or less than $1,001) | $2,501 - $5,000 | |
4.2 | Putnam Multi-Cap Growth | None (or less than $1,001) | $1,001 - $2,500 | |
5 | Fidelity Account (inherited) | |||
5.1 | Fidelity Magellan | None (or less than $1,001) | $15,001 - $50,000 | |
5.2 | PGIM Jennison Growth Fund Class A Shares (PJFAX) | None (or less than $1,001) | $201 - $1,000 | |
5.3 | PGIM Jennison Mid-Cap Growth Fund Class A | None (or less than $1,001) | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Capital Funds American Balanced Fund (ABALX) | Purchase | 12/07/2021 | $50,001 - $100,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 11/16/2021 | $250,001 - $500,000 |
3 | Navient Corporation SR NT | Sale | 11/02/2021 | $1,001 - $15,000 |
4 | Target Corp. (TGT) | Sale | 11/01/2021 | $1,001 - $15,000 |
5 | Pfizer Inc. (PFE) | Sale | 11/01/2021 | $1,001 - $15,000 |
6 | Nuveen Core Equity Alpha Fund (JCE) | Sale | 11/01/2021 | $1,001 - $15,000 |
7 | Nuveen Maryland Quality Municipal Income Fund (NMY) | Sale | 11/01/2021 | $1,001 - $15,000 |
8 | Eaton Vance Tx MGD DIV EQ | Sale | 11/01/2021 | $15,001 - $50,000 |
9 | Eaton Vance Tax-MNGD GBL DIV EQ | Sale | 11/01/2021 | $1,001 - $15,000 |
10 | Cisco Systems, Inc. (CSCO) | Sale | 11/01/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Amerisave Mortgage | $500,001 - $1,000,000 | 2020 | 30 year |
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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