Estimated Net Worth
- $1.3 M - $6.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (11/14/2022)
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 | Rollover IRA | |||
1.1 | Fidelity Blue Chip Growth | $15,001 - $50,000 | None (or less than $201) | |
2 | Coastal Conservation League, 401(k) plan | |||
2.1 | Calvert Balanced Fund - A (CSIFX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Calvert Mid-Cap Fund - A (CCAFX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Calvert Equity Fund - A (CSIEX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Calvert International Equity Fund - A (CWVGX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Calvert Small-Cap Fund - A (CCVAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | USAA Science & Technology Fund Class Shares (USSCX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Calvert from Coastal Conservation League | Charleston, South Carolina | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2005 |
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 | Roth IRA | |||
1.1 | USAA Science & Technology Fund Class Shares (USSCX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | USAA Aggressive Growth Fund Class Shares (USAUX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | USAA Money Market Fund (USAXX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | USAA International Fund Class Shares (USIFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | USAA Capital Growth Fund Class Shares (USCGX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | residential rental property, San Diego, CA | $1,000,001 - $5,000,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Bank #2 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | NC College Foundation , 529 College Savings Plan (Child 1) | |||
4.1 | Vanguard Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Vanguard Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Vanguard Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.4 | Vanguard Total Bond Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | NC College Foundation , 529 College Savings Plan (Child 2) | |||
5.1 | Moderate Track | $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 | Nationstar Mortgage dba Mr. Cooper | $250,001 - $500,000 | 2021 | 20 years |
2 | LoanDepot | $1,000,001 - $5,000,000 | 2022 | 30 years |
3 | Nationstar Mortgage dba Mr. Cooper | $250,001 - $500,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | In July 2022, I transitioned to a Leave Without Pay (LWOP) status. |
8 | 2 | New mortgage, new home. Filer had no other mortgages for a personal residence during the reporting period. |
8 | 3 | This mortgage was refinanced in 2021, represented in Line 1. |
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