Estimated Net Worth
  • estimated net worth
    $1.4 M - $2.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/16/2024)

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
1.1
Fidelity ZERO Total Market Index Fund (FZROX)
$15,001 - $50,000
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
Verizon Communications, Inc.
salary, compensation
2
Verizon Restricted Stock Units
$1,001 - $15,000
None (or less than $201)
3
Roth IRA
3.1
Fidelity ZERO Total Market Index Fund (FZROX)
$1,001 - $15,000
None (or less than $201)
4
Verizon 401(k)
4.1
US Large Co Index
$100,001 - $250,000
None (or less than $201)
4.2
Intl Company Index
$100,001 - $250,000
None (or less than $201)
4.3
Small Cap Eqty Indx
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Fidelity Government Money Market Fund (SPAXX)
$50,001 - $100,000
None (or less than $201)
1.2
Fidelity ZERO Large Cap Index Fund (FNILX)
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity ZERO Extended Market Index Fund (FZIPX)
$1,001 - $15,000
None (or less than $201)
2
Health Savings Account (Spouse)
2.1
Fidelity ZERO International Index Fund (FZILX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity ZERO Total Market Index Fund (FZROX)
$1,001 - $15,000
None (or less than $201)
3
Health Savings Account (Filer)
3.1
Fidelity ZERO Total Market Index Fund (FZROX)
$15,001 - $50,000
None (or less than $201)
4
Brokerage Account (Filer)

Transactions

#
Description
Type
Date
Amount
1
SPDR Portfolio S&P 500 ETF (SPLG)
Purchase
$1,001 - $15,000
2
iShares Core MSCI EAFE ETF (IEFA)
Purchase
$1,001 - $15,000
3
SPDR Portfolio S&P 500 ETF (SPLG)
Purchase
$1,001 - $15,000
4
iShares Core MSCI EAFE ETF (IEFA)
Purchase
$1,001 - $15,000
5
iShares Core MSCIEmerging Markets ETF (IEMG)
Sale
$1,001 - $15,000
6
iShares Core MSCIEmerging Markets ETF (IEMG)
Sale
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Apple Federal Credit Union
$1,000,001 - $5,000,000
2022
30 years
2
Truist
$50,001 - $100,000
2021
30 years
3
Citizens Bank
$100,001 - $250,000
2020
20 years
4
Commonbond
$15,001 - $50,000
2018
7

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
1
Multiple transactions throughout the year.
7
2
Multiple transactions throughout the year.
7
3
Multiple transactions throughout the year.
7
4
Multiple transactions throughout the year.
7
5
Multiple transactions throughout the year.
7
6
Multiple transactions throughout the year.
8
1
ADU on the property is rented out.

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