Estimated Net Worth
- $773 K - $1.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/03/2024)
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 | Vanguard, Roth IRA: | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Dodge & Cox Balanced Fund (DODBX) | $50,001 - $100,000 | None (or less than $201) | |
2 | GD&C, 401(k) plan: | |||
2.1 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA: U.S. credit union, Certificates of Deposit | $15,001 - $50,000 | None (or less than $201) | |
4 | Univ System of Maryland, 403(b) plan: |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Los Angeles, California | I continue to participate in this defined contribution plan, but the plan sponsor makes no contributions. | 9/2000 | |
2 | College Park, Maryland | The assets in a 403(b) plan with one of my wife's former employers were transferred to me as a surviving-spouse beneficiary. I continue to participate as a beneficiary, but the plan sponsor makes no contributions. | 8/2021 | |
3 | Lycoming College | Williamsport, Pennsylvania | The assets in a 403(b) plan with one of my wife's former employers were transferred to me as a surviving-spouse beneficiary. I continue to participate as a beneficiary, but the plan sponsor makes no contributions. | 8/2021 |
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 | U.S. credit union, multiple accounts (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | U.S. savings bonds | $50,001 - $100,000 | Interest | $5,001 - $15,000 |
3 | U.S. bank, savings account (cash) | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Dodge & Cox Balanced Fund (DODBX) | Purchase | 12/19/2023 | $1,001 - $15,000 |
2 | Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX) | Purchase | 12/27/2023 | $1,001 - $15,000 |
3 | Fidelity Freedom Index 2035 Fund Institutional Premium Class Shares (FFEZX) | Purchase | 12/28/2023 | $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 |
|---|---|---|
3 | 1 | I began making contributions to this plan in 2000, but available records do not reflect the precise month in which my participation began. |
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