Estimated Net Worth
- $319 K - $1.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/26/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Green Infrastructure Center | Charlottesville, Virginia | Board Member | Present |
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 | IRA | |||
1.1 | Ivy Mid Cap Growth Fund Class A Shares (WMGAX) | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. Federal credit union | $1,001 - $15,000 | None (or less than $201) | |
2 | American Century Select Fund Investor Class (TWCIX) | $50,001 - $100,000 | $2,501 - $5,000 | |
3 | US. Bank National Association (LPL Insured Cash account) | $50,001 - $100,000 | None (or less than $201) | |
4 | Artisan International Value Fund Advisor Class Shares (APDKX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | BlackRock Event Driven Equity Fund Institutional Shares (BILPX) | None (or less than $1,001) | None (or less than $201) | |
7 | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Diamond Hill Short Duration Total Return Fund Class I Shares (DHEIX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Hood River Small-Cap Growth Fund Institutional Class Shares (HRSMX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | LSGRX LOOMIS SAYLES GROWTH CL Y | Purchase | 02/03/2023 | $1,001 - $15,000 |
2 | MEIIX MFS VALUE CL I | Purchase | 02/03/2023 | $1,001 - $15,000 |
3 | APDKX ARTISAN INTL VALUE ADVISOR CL | Purchase | 02/03/2023 | $1,001 - $15,000 |
4 | ESPNX All SPRING SPECIAL SMALL CAP VALUE INSTL CL | Purchase | 02/03/2023 | $1,001 - $15,000 |
5 | HRSMX HOOD RIVER SMALL CAP GROWTH INSTL CLR | Purchase | 02/08/2023 | $1,001 - $15,000 |
6 | PRDGX T ROWE PRICE DIVIDEND GROWTH INVESTOR CL | Purchase | 02/08/2023 | $1,001 - $15,000 |
7 | APDKX ARTISAN INTL VALUE ADVISOR CL | Purchase | 05/26/2023 | $1,001 - $15,000 |
8 | BHYIX BLACKROCK HIGH YIELD BOND INSTL CL | Purchase | 05/26/2023 | $1,001 - $15,000 |
9 | HRSMX HOOD RIVER SMALL CAP GROWTH INSTL CL | Purchase | 05/26/2023 | $1,001 - $15,000 |
10 | JMGRX JANUS HENDERSON ENTERPRISE CL I R | Purchase | 05/26/2023 | $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 |
---|---|---|
Nothing reported in this section |
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