Estimated Net Worth
- $21.8 M - $81.1 M
Salary
- Unknown
Records
- OGE Form 278t (10/10/2023)
- OGE Form 278t (09/07/2023)
- OGE Form 278t (07/07/2023)
- OGE Form 278t (07/07/2023)
- OGE Form 278e (05/15/2023)
- OGE Form 278e (05/15/2023)
- OGE Form 278t (05/03/2023)
- OGE Form 278t (04/07/2023)
- OGE Form 278t (03/13/2023)
- OGE Form 278t (01/04/2023)
- OGE Form 278t (12/27/2022)
- OGE Form 278t (12/16/2022)
- OGE Form 278t (10/11/2022)
- OGE Form 278t (09/08/2022)
- OGE Form 278t (08/04/2022)
- OGE Form 278t (07/08/2022)
- OGE Form 278e (05/13/2022)
- OGE Form 278t (04/09/2022)
- OGE Form 278t (02/15/2022)
- OGE Form 278t (01/06/2022)
- OGE Form 278t (12/10/2021)
- OGE Form 278t (08/04/2021)
- OGE Form 278t (07/29/2021)
- OGE Form 278e (05/17/2021)
- OGE Form 278t (04/22/2021)
- OGE Form 278t (02/11/2021)
- OGE Form 278t (11/09/2020)
- OGE Form 278t (09/11/2020)
- OGE Form 278t (07/10/2020)
- OGE Form 278t (06/10/2020)
- OGE Form 278e (05/14/2020)
- OGE Form 278t (05/14/2020)
- OGE Form 278t (04/08/2020)
- OGE Form 278t (11/06/2019)
- OGE Form 278t (10/08/2019)
- OGE Form 278e (04/19/2019)
- OGE Form 278t (04/15/2019)
- OGE Form 278t (01/09/2019)
- OGE Form 278t (10/09/2018)
- OGE Form 278t (07/10/2018)
- OGE Form 278e (05/15/2018)
- OGE Form 278t (05/04/2018)
- OGE Form 278t (03/14/2018)
- OGE Form 278t (01/17/2018)
- OGE Form 278t (12/06/2017)
- OGE Form 278t (11/08/2017)
- OGE Form 278t (09/08/2017)
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 | Morgan Stanley Account (IRA) | $50,001 - $100,000 | $201 - $1,000 | |
1.1 | Invesco Diversified Dividend A (LCEAX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Invesco Global Core Equity (AWSAX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Putnam Voyager (PVOMX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Morgan Stanley Cash Acct. | None (or less than $1,001) | 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 | Apple 401k | |||
1.1 | BlackRock LifePath 2020 Investor A | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Fidelity Contra Fund | $250,001 - $500,000 | None (or less than $201) | |
1.3 | Vanguard Extended Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Braillie Grifford International Alpha CIT | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA | Interest | $5,001 - $15,000 | |
2.1 | Deer Park Total Return (DPFNX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | US Cash Reserve Account | $50,001 - $100,000 | None (or less than $201) | |
2.3 | ALGER FOCUS EQUITY CL Z (ALZFX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | WCM FOCUSED INTL GROWTH FUND INSTL (WCMIX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Managed Equity Account | $5,000,001 - $25,000,000 | Dividends Capital Gains Interest | $100,001 - $1,000,000 |
1.1 | Sterling Capital Equity Income (BEGIX) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | |
1.2 | Barron Real Estate Fund (BREIX) | $250,001 - $500,000 | $5,001 - $15,000 | |
1.3 | Cambair Opportunity Investor (CAMWX) | $1,000,001 - $5,000,000 | $50,001 - $100,000 | |
1.4 | Diamond Hill Long/Short Fund DHLSX) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
1.5 | ISHARES MSCI Emerging Mkts (EEM) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.6 | iShares MSCI EAFE Index (EFA) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
1.7 | Goldman Sachs High Yd Muni (GHYIX) | $250,001 - $500,000 | None (or less than $201) | |
1.8 | ISHARES Cohen & Steers REIT (ICF) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
1.9 | IShares Core S & P Mid Cap (IJH) | $500,001 - $1,000,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | 02/08/2022 FAIRFAX CNTY VA PUB IMPT BDS SER. 2022A 04.00000% 10/01/2032 | Purchase | 01/20/2022 | $100,001 - $250,000 |
2 | CONNECTICUT ST GO BDS SER. 2019 A 05.00000% 04/15/2024 | Sale | 03/28/2022 | $50,001 - $100,000 |
3 | TYLER TEX INDPT SCH DIST ULTD TAX SCH 05.00000% 02/15/2023 BLDG BDS SER. 2017 | Sale | 03/25/2022 | $50,001 - $100,000 |
4 | VIRGINIA BEACH VA WTR & SWR REV SYS 05.00000% 10/01/2028 REF BDS SER. 2020 B | Purchase | 03/25/2022 | $50,001 - $100,000 |
5 | VIRGINIA ST PUB SCH AUTH SCH FING SCH 05.00000% 08/01/2023 FING REF BDS 1997 RESOLUTION SER.2015A | Sale | 03/25/2022 | $50,001 - $100,000 |
6 | NEW YORK N Y CITY TRANSITIONAL FIN 05.00000% 11/01/2032 AUTH REV FUTURE TAX SECURED SUB BDS SER. FISCAL 2021 F-1 | Purchase | 03/22/2022 | $100,001 - $250,000 |
7 | FAIRFAX CNTY VA ECONOMIC DEV AUTH 05.00000% 06/01/2024 REV REV REF BDS LAUREL HILL PUB FAC PROJ LAUREL HILL PUB | Sale | 03/21/2022 | $15,001 - $50,000 |
8 | VIRGINIA ST RES AUTH INFRASTRUCTURE REV 05.00000% 11/01/2022 REV BDS SER. 2013A | Sale | 03/21/2022 | $50,001 - $100,000 |
9 | VIRGINIA COLLEGE BLDG AUTH VA EDL 05.00000% 02/01/2029 FACS REV 21ST CENTY COLLEGE & EQUIP PROG REF BDS SER. 2019 C | Purchase | 03/18/2022 | $100,001 - $250,000 |
10 | CONNECTICUT ST SPL TAX OBLIG REV SPL 05.00000% 08/01/2023 TAX OBLIG BDS SER. A | Sale | 03/16/2022 | $100,001 - $250,000 |
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 |
---|---|---|
6 | 2.29 | Purchase reported on last year's report. Inadvertently left off Sch. 6. |
6 | 2.36 | Purchase reported on last year's report. Inadvertently left off Sch. 6. |
6 | 2.43 | Purchase reported on last year's report. Inadvertently left off Sch. 6. |
6 | 8 | previously called Deutshe Global Int'l |
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