Estimated Net Worth
- $204 K - $835 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/29/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Ameriprise Trust Company IRA | Cash distribution | $9,500 | |
1.1 | Ameriprise Bank Insured Sweep Account (ABISA) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Baron Partners Fund Institutional Class Shares (BPTIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | BlackRock Commodity Strategies Fund Institutional Class Shares (BICSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DWS RREEF Real Assets Fund Institutional Class Shares (AAAZX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Federated MDT Large Cap Growth Fund Institutional Class Shares (QILGX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | First Eagle Small Cap Opportunity Fund Class I (FESCX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares (GSINX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | John Hancock Diversified Macro Fund Class I Shares (JDJIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland College Prepaid College Trust (529) for daughter - - University Plan 4 years | $15,001 - $50,000 | Cash Distribution | $10,625 |
2 | Maryland College Prepaid College Trust (529) for son - University Plan 4 years | $15,001 - $50,000 | Cash Distribution | $11,505 |
3 | Maryland College Investment Plan (529) for daughter | Cash Distribution | $6,977 | |
3.1 | Portfolio 2018 | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland College Investment Plan (529) for son | Cash Distribution | $2,251 | |
4.1 | Portfolio 2018 | $1,001 - $15,000 | None (or less than $201) | |
5 | US bank (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A (DJP) | Sale | 10/02/2023 | $1,001 - $15,000 |
2 | Columbia Adaptive Risk Allocation Fund Institutional Class Shares (CRAZX) | Sale | 10/02/2023 | $50,001 - $100,000 |
3 | Columbia Multi Strategy Alternatives Fund Institutional Class Shares (CLAZX) | Sale | 10/02/2023 | $15,001 - $50,000 |
4 | iShares MSCI EAFE ETF (EFA) | Sale | 10/02/2023 | $15,001 - $50,000 |
5 | iShares 7-10 Year Treasury Bond ETF (IEF) | Sale | 10/02/2023 | $15,001 - $50,000 |
6 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | Sale | 10/02/2023 | $1,001 - $15,000 |
7 | iShares TIPS Bond ETF (TIP) | Sale | 10/02/2023 | $1,001 - $15,000 |
8 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | Sale | 10/02/2023 | $1,001 - $15,000 |
9 | SPDR S&P 500 ETF Trust (SPY) | Sale | 10/02/2023 | $15,001 - $50,000 |
10 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Sale | 10/02/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Navy Federal Credit Union | $50,001 - $100,000 | 2017 | 20 years |
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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