Estimated Net Worth
- $690 K - $1.6 M
Salary
- Unknown
Employment
- Started 03/07/2024
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (01/18/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Staff Attorney | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Fidelity IRA - self managed | |||
1.1 | Fidelity Select Energy FSENX | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Select Materials Portfolio FSDPX | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Select Chemicals FSCHX | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Hennessy Gas Utility Investor CL GASFX | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Matthews Asian Growth & Income Fund MACSX | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity Corporate Bond Fund FCBFX | $1,001 - $15,000 | None (or less than $201) | |
2 | Fidelity IRA- prof managed | |||
2.1 | Strategic Advisors FID Emerging Market FGOMX | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Strategic Advisors FID US Total Stock FCTDX | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | 401K - I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. I have terminated my employment with IBT. | 4/2014 | |
2 | Washington, District of Columbia | I will continue to participate in this defined benefit plan. | 3/2014 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, District of Columbia | in house staff attorney (position ended in December 2021) |
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 | Residential real estate, Washington, DC | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | U.S. bank (cash) | $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 | U.S. Bank Home Mortgage, Inc. | $250,001 - $500,000 | 2020 | 30 year |
2 | Navient | $15,001 - $50,000 | 2000 | 12 years, 2 months remaining |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
3 | 1 | Multi-employer defined contribution plan. Joint trustees include representatives from IBT and certain employers (including ABF, YBC, DHL). Upon termination of employment with IBT, retained option to remain in the plan without the employer match. |
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