Estimated Net Worth
- $982 K - $2.7 M
Salary
- Unknown
Employment
- Started 07/27/2023
Records
Financial Disclosure Details - OGE Form 278e (12/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Family Member's Estate | Arlington County, Virginia | Executor | Present |
2 | Arlington, Virginia | Trustee | 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 | Casa Massinga LLC | $100,001 - $250,000 | business income | |
1.1 | Bed and breakfast, Moca, Puerto Rico | |||
2 | IRA | |||
2.1 | Blackrock Global Allocation Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VY T. Rowe Price Capital Appreciation | $1,001 - $15,000 | None (or less than $201) | |
2.3 | PIMCO All Asset Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Finca Massinga LLC | $100,001 - $250,000 | business income | |
3.1 | Farm, Moca Puerto Rico , tropical fruits, vegetables. |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | AbbVie Inc (abbv) | $1,001 - $15,000 | None (or less than $201) | |
2 | Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
3 | Ares Capital Corporation - Closed End Fund (ARCC) | $1,001 - $15,000 | None (or less than $201) | |
4 | The Carlyle Group L.P. - Common Units (CG) | $1,001 - $15,000 | None (or less than $201) | |
5 | Fortinet, Inc. - Common Stock (FTNT) | $1,001 - $15,000 | None (or less than $201) | |
6 | Micron Technology Inc (MU) | $1,001 - $15,000 | None (or less than $201) | |
7 | QUALCOMM Inc (QCOM) | $1,001 - $15,000 | None (or less than $201) | |
8 | Zurich insurance group (zurvy) | $1,001 - $15,000 | None (or less than $201) | |
9 | Lazard Ltd (laz) | $1,001 - $15,000 | None (or less than $201) | |
10 | Seagate Technology (STX) | $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 | Puerto Rico Farm Credit | $50,001 - $100,000 | 2018 | 5 years |
2 | Caliber Home Loans | $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 |
---|---|---|
Filer's Information | 1 | I commenced this position Oct, 2021 |
1 | 1 | The Arlington Commissioner of Accounts reported to me through official correspondence that it would file my account with the County Court on or about May 19, 2022 and that unless exceptions were filed, the Court would then approve the entire account within 15 calendar days, closing the estate. I was instructed that I could contact my bondsman to be released of my surety. I have not yet received the final correspondence from the Arlington Court. |
6 | 8 | Multi-line insurance company providing property, casualty, and life insurance products. |
6 | 18 | Multinational banking and financial services corporation. |
6 | 22 | Multinational science and technology company. |
6 | 36 | Company engages in development, manufacture, sale, and maintenance of wind power plants. |
6 | 38 | We charge monthly rent, but do not see net positive income from the rental fees due to the mortgage and upkeep costs. |
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