Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $7.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (02/21/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Monitor Caribbean | Arlington, Virginia | Vice President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity Dividends Growth (FDGFX) | $100,001 - $250,000 | $15,001 - $50,000 | |
2 | Fidelity Government Cash Reserve (FDRXX) | $50,001 - $100,000 | $5,001 - $15,000 |
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 | Animal Welfare Institute (Non-Profit Organization) | salary, bonus | ||
2 | Fidelity Trad IRA - Fidelity Dividends Growth (FDGFX) | $15,001 - $50,000 | $2,501 - $5,000 | |
3 | Fidelity Roth IRA - Fidelity Dividends Grwth (FDGFX) | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | Virginia 529 Account: Eastern Shore | $15,001 - $50,000 | $2,501 - $5,000 | |
5 | Vanguard Target Retirement 2035 INV | $100,001 - $250,000 | $5,001 - $15,000 | |
6 | METLIFE Great Grey | $100,001 - $250,000 | $201 - $1,000 | |
7 | Calvert Moderate Allocation Fund Class I Shares (CLAIX) | $100,001 - $250,000 | $5,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Domestic Bank (Cash Account) #1 | None (or less than $1,001) | None (or less than $201) | |
2 | U.S. Domestic Bank (Cash Account) #2 - money market certificates | $1,000,001 - $5,000,000 | Interest | $15,001 - $50,000 |
3 | Janus Research Fund D Shares | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | Virginia 529 Account: Moderate Growth | $15,001 - $50,000 | $5,001 - $15,000 | |
5 | U.S. Domestic Bank (Cash Account) #3 - savings | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | U.S. Domestic Bank (Cash Account) #4 - money market certificates | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
7 | U.S. Domestic Bank (Cash Account) #5 - savings | None (or less than $1,001) | None (or less than $201) | |
8 | Government I Bonds | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 401K Vanguard Life Strategy CNSRV Gr INV | Sale | 09/30/2023 | $50,001 - $100,000 |
2 | 401k Vanguard Life Strategy Moderate Gr INV | Sale | 09/30/2023 | $100,001 - $250,000 |
3 | Calvert Moderate Growth Portfolio Class I | Purchase | 10/01/2023 | $100,001 - $250,000 |
4 | Vanguard Target Retirement 2035 | Purchase | 10/01/2023 | $100,001 - $250,000 |
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 |
|---|---|---|
5 | 6 | This asset was formerly known as MetLife GAC 2554 Class J and MetLife Stable Value Solutions |
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