Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $3.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Co-Chair, Government Personnel Committee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Franklin Templeton Growth Fund CL A (retirement plan acct) | $1,001 - $15,000 | 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 | T-Mobile | salary, bonus | ||
2 | IRA/PIMCO Unconstrained Bond D (PUBDX) | $1,001 - $15,000 | None (or less than $201) | |
3 | AF Europac Growth R6 | $1,001 - $15,000 | None (or less than $201) | |
4 | TRP US Mdcp Val Eq | $1,001 - $15,000 | None (or less than $201) | |
5 | AMG Timessq Mdcp GR | $1,001 - $15,000 | None (or less than $201) | |
6 | TRP Growth Stock E | $1,001 - $15,000 | None (or less than $201) | |
7 | TRP Equity Income C | $1,001 - $15,000 | None (or less than $201) | |
8 | NB High Income I | $1,001 - $15,000 | None (or less than $201) | |
9 | TRP Retire 2025 G | $100,001 - $250,000 | None (or less than $201) | |
10 | TRP Retire 2030 G | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rental Property in Baltimore, MD | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | JNL Invesco Global Real Estate | $1,001 - $15,000 | None (or less than $201) | |
3 | JNL Mellon Capital Hlthcare Sector | $1,001 - $15,000 | None (or less than $201) | |
4 | JNL Neuberger Strat Income | $1,001 - $15,000 | None (or less than $201) | |
5 | JNL Doubleline Core Fixed Income | $1,001 - $15,000 | None (or less than $201) | |
6 | JNL S&P Dividend Inc & Growth | None (or less than $1,001) | None (or less than $201) | |
7 | Ohio Nat'l Equity (ONE) Fidelity VIP Contrafund Portfolio | $1,001 - $15,000 | None (or less than $201) | |
8 | ONE Fidelity VIP Real Estate Portfolio | $1,001 - $15,000 | None (or less than $201) | |
9 | ONE PIMCO Commodity Real Return (R) Strategy | $1,001 - $15,000 | None (or less than $201) | |
10 | ONE PIMCO Global Bond Portfolio (Unhedged) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ONE Alliance Bernstein Dynamic Asset Alloc | Sale | 06/25/2021 | $1,001 - $15,000 |
2 | ONE Federated Core Plus Bond Portfolio | Purchase | 06/25/2021 | $1,001 - $15,000 |
3 | ONE Federated Core Plus Bond Portfolio | Purchase | 06/25/2021 | $1,001 - $15,000 |
4 | ONE AB VPS Global Risk Allocation-Moderate | Purchase | 06/25/2021 | $1,001 - $15,000 |
5 | ONE AB VPS Global Risk Allocation-Moderate | Purchase | 06/25/2021 | $1,001 - $15,000 |
6 | ONE Federated Managed Volatility Fund II | Sale | 06/25/2021 | $1,001 - $15,000 |
7 | ONE PIMCO Total Return Portfolio | Sale | 06/25/2021 | $1,001 - $15,000 |
8 | ONE iShares Managed Risk Balanced (BR) | Purchase | 06/25/2021 | $1,001 - $15,000 |
9 | JNL/Mellon U.S. Stock Mkt Index | Purchase | 05/20/2021 | $1,001 - $15,000 |
10 | JNL/WMC Global Real Estate | Purchase | 05/20/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage | $100,001 - $250,000 | 2009 | 30 Years |
2 | Rocket Mortgage | $250,001 - $500,000 | 2017 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This is not an officer position and carries no fiduciary responsibilities. |
5 | 3 | Items 3-8, and 17 replace items 4-8 from the filer's 2021 report. Items 4-8 from the 2021 report are no longer available in the spouse's employer's 401(k) offerings. |
5 | 9 | Name change from Target Retire 2025 |
5 | 10 | Name change from Target Retire 2030 |
5 | 11 | Replaces Vanguard Dev Mkt Idx IS |
6 | 11 | Edited fund name |
6 | 12 | Edited fund name |
6 | 19 | Previously, there was no rental income collected for this property. |
6 | 36 | Fixed typo in the fund name |
6 | 37 | Fixed typo in the fund name |
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