Estimated Net Worth
  • estimated net worth
    $1.2 M - $3.5 M
Salary
  • salary
    Unknown
Employment
  • Started 03/07/2024

Financial Disclosure Details - OGE Form 278e (03/02/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Windswept Ridge Property Owners Association
Corolla, North Carolina
Director
Present
2
DC Bar Board on Professional Responsibility, Hearings Committee
Washington, District of Columbia
Alternate Hearing Committee Member
3/2021
3
Family Trust (Revocable)
Arlington, Virginia
Co-Trustee
Present
4
Dominion Greens Homeowners Association
Arlington, Virginia
Director
12/2022
5
DC Bar Board on Professional Responsibility, Hearings Committee
Washington, D.C., District of Columbia
Alternate Hearing Committee Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Cisco Systems, Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
1.2
Comcast Corp. (CMCSA)
$1,001 - $15,000
None (or less than $201)
1.3
Costco Wholesale Corp. (COST)
$1,001 - $15,000
None (or less than $201)
1.4
JP Morgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)
1.5
NVIDIA Corp. (NVDA)
$15,001 - $50,000
None (or less than $201)
1.6
NXP Semiconductor (NXPI)
$1,001 - $15,000
None (or less than $201)
1.7
Peloton Interactive Inc. (PTON)
None (or less than $1,001)
None (or less than $201)
1.8
Schwab US Dividend Equity ETF (SCHD)
$15,001 - $50,000
None (or less than $201)
2
IRA #2

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
Spouse Roth IRA
1.1
SPDR S&P 500 ETF (SPY)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Corolla, NC
$250,001 - $500,000
Rent or Royalties
$5,001 - $15,000
2
Investment Account #1
2.1
First Trust Cloud Computing ETF (SKYY)
$1,001 - $15,000
None (or less than $201)
2.2
Health Care Select Sector SPDR Fund (XLV)
$15,001 - $50,000
$201 - $1,000
2.3
iShares Nasdaq Biotechnology ETF (IBB)
$1,001 - $15,000
None (or less than $201)
2.4
JP Morgan Chase & Co, Preferred Stock 5.75% perpetual (JPMPRD)
$1,001 - $15,000
Dividends
$201 - $1,000
2.5
NVIDIA Corp. (NVDA)
$1,001 - $15,000
Dividends
None (or less than $201)
2.6
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM)
$1,001 - $15,000
None (or less than $201)
2.7
Financial Select Sector SPDR Fund (XLF)
$1,001 - $15,000
None (or less than $201)
2.8
Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$500,001 - $1,000,000
2020
30 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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