Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/09/2022)

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
Roth IRA
$1,001 - $15,000
None (or less than $201)
1.1
USAA 500 Index Fund Member Shares (USSPX)
$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
MedStar (Washington Hospital Center, etc.) (Physician/hospital)
salary
2
Palisades Eye Surgery Center, Bethesda, MD (Physician - hospital)
salary
3
SEP-IRA
3.1
Fidelity Government Money Market Fund (SPAXX)
$100,001 - $250,000
None (or less than $201)
3.2
SPDR Gold MiniShares Trust (GLDM)
$100,001 - $250,000
None (or less than $201)
4
MedStar 403(B)
4.1
Fidelity Freedom® 2035 Fund Class K (FSNUX)
$500,001 - $1,000,000
None (or less than $201)
5
MEDSTAR 457(B)
5.1
Fidelity Freedom® 2035 Fund Class K (FSNUX)
$100,001 - $250,000
None (or less than $201)
6
ROTH IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Energy Index Fund ETF Class Shares (VDE)
$1,001 - $15,000
None (or less than $201)
2
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
$50,001 - $100,000
None (or less than $201)
3
Maryland 529 account #1 - College Investment Plan Portfolio 2021
$50,001 - $100,000
None (or less than $201)
4
Maryland 529 account #2 - College Investment Plan Portfolio 2024
$100,001 - $250,000
None (or less than $201)
5
Maryland 529 #3 - College Investment Plan Portfolio 2027
$100,001 - $250,000
None (or less than $201)
6
U.S. financial institution checking account
$1,001 - $15,000
None (or less than $201)
7
Fidelity UTMA Account (DC)
$15,001 - $50,000
None (or less than $201)
7.1
Vanguard 500 Index Fund ETF Shares (VOO)
$15,001 - $50,000
None (or less than $201)
7.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
7.3
SPDR S&P MidCap 400 ETF (MDY)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
2
1
ROTH IRA
6
10
Spouse has a 17% interest in this limited partnership, in which her mother has a controlling interest. Values reflected in the partnership are the 17% interest and are not the total values of the assets.

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