Estimated Net Worth
  • estimated net worth
    $486 K - $1.3 M
Salary
  • salary
    Unknown
Employment
  • Started 09/18/2020

Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
Rollover IRA
1.1
Parnassus Mid Cap Growth Fund - Investor (PARNX)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
Parnassus Core Equity Fund Investor Shares (PRBLX)
$100,001 - $250,000
$201 - $1,000

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
Rollover IRA (cash)
$1,001 - $15,000
Interest
None (or less than $201)
2
Inherited IRA
$50,001 - $100,000
None (or less than $201)
2.1
T Rowe Price Mid-Cap Growth Fund (RPMGX)
$15,001 - $50,000
$201 - $1,000
2.2
353174FX8 Franklin OH Conv Fac REV 6.64% 12/01/2042 Taxable
$1,001 - $15,000
Interest
None (or less than $201)
2.3
544646ZR6 Los Angeles CA Usd GO 6.758% 07/01/2034 Taxable
$15,001 - $50,000
Interest
$201 - $1,000
2.4
Cash
$1,001 - $15,000
Interest
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate, Silver Spring, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
2
Brokerage Account
2.1
The Walt Disney Co. (DIS)
$1,001 - $15,000
None (or less than $201)
3
Maryland College Investment Plan
3.1
Balanced portfolio
$1,001 - $15,000
None (or less than $201)
3.2
Portfolio 2030
$15,001 - $50,000
None (or less than $201)
3.3
Portfolio 2033
$15,001 - $50,000
None (or less than $201)
4
Maryland College Investment Plan
4.1
Balanced Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
Portfolio 2027
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Newrez LLC dba Shellpoint Mortgage Servicing
$100,001 - $250,000
2021
15 years

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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