Estimated Net Worth
  • estimated net worth
    $150 K - $425 K
Salary
  • salary
    Unknown
Employment
  • Started 08/01/2023

Financial Disclosure Details - OGE Form 278e (05/11/2022)

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
Oberweis China Opportunities Fund Investor Class Shares (OBCHX)
$50,001 - $100,000
None (or less than $201)
2
Fidelity Freedom 2050 (FFFHX)
$1,001 - $15,000
None (or less than $201)
3
Fidelity Mid Cap Enhanced (FMEIX)
$15,001 - $50,000
None (or less than $201)
4
Fidelity Mid Cap Value (FSMVX)
$15,001 - $50,000
None (or less than $201)
5
Vanguard Target Retirement 2055
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Cube Hydro Partners, LLC
Bethesda, Maryland
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2017

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Matthews Japan Fund Investor Class Shares (MJFOX)
$50,001 - $100,000
$5,001 - $15,000
2
Fidelity Blue Chip Growth Fund (FBGRX)
$1,001 - $15,000
$201 - $1,000
3
Fidelity IT Services Portfolio (FBSOX)
$1,001 - $15,000
$201 - $1,000
4
Fidelity OTC Portfolio (FOCPX)
$1,001 - $15,000
$201 - $1,000
5
Fidelity Health Care Portfolio (FSPHX)
$1,001 - $15,000
$201 - $1,000

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
Nothing reported in this section

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