Observations
- Millionaire
Estimated Net Worth
- $25.3 M - $50.9 M
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Atlanta, Georgia | CED Engagement Director | 1/2021 | |
2 | Atlanta, Georgia | Board member | 1/2021 | |
3 | Chicago, Illinois | Board Member | 1/2021 | |
4 | Washington, District of Columbia | Board member | 1/2021 | |
5 | , Virginia | Board member | 1/2021 | |
6 | , Virginia | Board member | 1/2021 | |
7 | Wilmington, Delaware | Director of Economic Appointments | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Federal Reserve Thrift Retirement Plan | None (or less than $201) | ||
1.1 | Equities Index U.S. Equities | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Real Estate Index Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | Vanguard Federal Money market Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | PT Fund, Inc | Salary | $7,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Atlanta, Georgia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2021 |
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 | IRA | |||
1.1 | Fidelity target date fund | $25,000,001 - $50,000,000 | None (or less than $201) | |
2 | INOVA Retirement Plan | |||
2.1 | Fidelity Lifecycle JPM Smart Retirement 2045 | $15,001 - $50,000 | None (or less than $201) | |
3 | Midtown Neurology Retirement Plan | |||
3.1 | WTNA Large Cap Growth Select | $1,001 - $15,000 | None (or less than $201) | |
3.2 | WTNA Large Cap Value Select | $15,001 - $50,000 | None (or less than $201) | |
3.3 | WTNA Mid Cap Growth Select | $15,001 - $50,000 | None (or less than $201) | |
3.4 | WTNA Mid Cap Value Select | $15,001 - $50,000 | None (or less than $201) | |
3.5 | WTNA REIT Select | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Atlanta, GA | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | GA 529 Plan # 1: 2028/2029 Enrollment Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | GA 529 Plan #2: 2030/2031 Enrollment Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. Based Bank (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Access Group | $10,001 - $15,000 | 2003 | 75 months |
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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