Estimated Net Worth
- $413 K - $1.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Edward Mae Lee LLC | Hampstead, North Carolina | LLC Member Manager | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Fidelity Freedom Index 2050 Fund Institutional Premium Class Shares (FFOPX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | WASHINGTON, District of Columbia | I continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation. | 4/2019 |
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 | WilmerHale 401(k) Retirement | |||
1.1 | Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX) | $100,001 - $250,000 | None (or less than $201) | |
2 | CMST 401(k) | |||
2.1 | dlware smcp value | $1,001 - $15,000 | None (or less than $201) | |
2.2 | jpm midcp value | $1,001 - $15,000 | None (or less than $201) | |
2.3 | mfs value | $1,001 - $15,000 | None (or less than $201) | |
2.4 | am fds eupac grwth | $1,001 - $15,000 | None (or less than $201) | |
2.5 | t rowe qm us smcp grwth eqty | $1,001 - $15,000 | None (or less than $201) | |
2.6 | vngrd intmd trem bond indx | $1,001 - $15,000 | None (or less than $201) | |
2.7 | vngrd midcp indx | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Growth Fund of America Class A Shares (AGTHX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | New Perspective Fund Class A Shares (ANWPX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Washington Mutual Investors Fund Class A Shares (AWSHX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | $15,001 - $50,000 | $201 - $1,000 | |
6 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | $201 - $1,000 | |
8 | SPDR S&P Regional Banking ETF (KRE) | $1,001 - $15,000 | $201 - $1,000 | |
9 | Vanguard LifeStrategy Income Fund Investor Shares (VASIX) | $1,001 - $15,000 | $201 - $1,000 | |
10 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Tesla, Inc. (TSLA) | Sale | 11/04/2022 | $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 |
---|---|---|
Filer's Information | 1 | term ends 3/2023 |
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