Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $8.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/22/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Caylon Company LLC | Alexandria, Virginia | Member | Present |
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 |
|---|---|---|---|---|
1 | Banner and Witcoff, Ltd. (law firm) | Salary | ||
2 | Fidelity Blue Chip Growth K6 Fund (FBCGX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
3 | Fidelity Low Price Stock Fund (FLPKX) | $100,001 - $250,000 | $15,001 - $50,000 | |
4 | Fidelity Government Money Market Fund (SPAXX) | $50,001 - $100,000 | None (or less than $201) | |
5 | Fidelity Real Estate Investment Fund (FRESX) | $15,001 - $50,000 | $5,001 - $15,000 | |
6 | Fidelity Janus Henderson Flexible Bond Fund (JFLEX) | $50,001 - $100,000 | None (or less than $201) | |
7 | Morgan Stanley - IShares Russell 2000 ETF (IWM) | $1,001 - $15,000 | $2,501 - $5,000 | |
8 | Morgan Stanley - IShares Russell Midcap G ETF (IWP) | $15,001 - $50,000 | $15,001 - $50,000 | |
9 | Morgan Stanley - IShares Russell Midcap V ETF (IWS) | $15,001 - $50,000 | $5,001 - $15,000 | |
10 | Morgan Stanley - Pimco Enhanced Shrt Mtrt Exc (MINT) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Dominion Resources Inc | $15,001 - $50,000 | Dividends | $201 - $1,000 |
2 | American Century Growth (TWCGX) | $50,001 - $100,000 | $15,001 - $50,000 | |
3 | American Century Heritage (TWHIX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | American Century Ultra (TWCUX) | $100,001 - $250,000 | $15,001 - $50,000 | |
5 | American Funds Capital World G/I C (CWGCX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | American Funds Balanced Fund-C (BALCX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | American Funds American Mutual Fund-C (AMFCX) | $50,001 - $100,000 | $2,501 - $5,000 | |
8 | American International Group Common (AIG) | $1,001 - $15,000 | None (or less than $201) | |
9 | Citigroup Common (C) | $1,001 - $15,000 | None (or less than $201) | |
10 | Paypal Holdings Inc. (PYPL) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 529 VCSP - Moderate Growth Porfolio | Sale | 08/20/2021 | $1,001 - $15,000 |
2 | 529 VCSP/College America - AMCAP Fund | Sale | 08/20/2021 | $1,001 - $15,000 |
3 | 529 VCSP/College America - EuroPacific Growth Fund | Sale | 08/20/2021 | $1,001 - $15,000 |
4 | 529 VCSP/College America - Investment Co. of America | Sale | 08/20/2021 | $1,001 - $15,000 |
5 | 529 VCSP/College America - Bond Fund of America | Sale | 08/20/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
1 | 1 | Systems Analysis and Engineering Consulting; this does not generate income. |
5 | 10 | Morgan Stanley - IShares Tips Bond ETF (TIP) sold 11/1/2018, and bought Pimco Enhanced Shrt Mtrt Exc 11/1/2018, which was sold 3/18/2021, and bought Blackrock Strategic Inc Opp I (BSIIX). |
5 | 11 | Morgan Stanley - Vanguard Short Term BND (BSV) sold 1/4/2018; Morgan Stanley - Lord Abbett Sht Duration Inc F bought 1/4/2018 |
5 | 16 | Morgan Stanley - Lord Abbett FLT RF T (FLRFX) sold 12/24/2019; Morgan Stanley - Pimco Short Asset Invest 12 bought 12/24/2019 |
5 | 26 | Bought 3/18/2021. |
5 | 27 | Bought 5/21/2021. |
6 | 12 | 529 VCSP/College America accounts were close in 08/2021 |
6 | 26 | Purchased in 2020. |
6 | 27 | Purchased in 2020. |
6 | 28 | Exchanged in 2020. |
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