Financial Disclosure Details - OGE Form 278e (04/15/2022)

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
Personal Savings & Checking
$100,001 - $250,000
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
Spousal inheritance
$15,001 - $50,000
Inheritance to spouse due to late mother's estate distribution.
$21,600

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 Contract
$15,001 - $50,000
None (or less than $201)
2
BB&T Son's account (Savings)
None (or less than $1,001)
None (or less than $201)
3
NASA Federal CU Personal Checking & savings
$1,001 - $15,000
None (or less than $201)
4
Middleburg Bank Savings Account
$1,001 - $15,000
Interest
None (or less than $201)

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
2
1
This is a household checking & savings account at BB&T. it is jointly held in my and my wife's names. Included in this account is my wife on 2-1-17 received the first part of a distribution from her late mother's estate in the amount of $20,000.
6
1
This is a Virginia-issued "contract" for my son's college education. I am the owner. The contract does not have an underlying investment portfolio; rather is a guaranteed payment for four years of college tuition. Cash surrender value is approximately $21,000.
6
2
Uniform Gift to Minor account at BB&T.
6
3
Personal household checking & savings account at NASA Federal Credit Union. Jointly held by my wife and myself.
6
4
This is a personal savings account used for our automobile lease payments. Middleburg Bank.

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