Estimated Net Worth
  • estimated net worth
    $34 K - $160 K
Salary
  • salary
    Unknown
Employment
  • Started 12/12/2023

Financial Disclosure Details - OGE Form 278e (07/10/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Primis Principiis, LLC (consulting services for national security, risk-management, DE&I, and Executive Leadership Development))
Baltimore, Maryland
Owner
Present
2
Octasic, Inc
Montreal, Outside U.S.
Member, Advisory Committee
Present
3
JSI Telecom, Inc
Chantilly, Virginia
Director
Present
4
Microsoft Azure Mission Concept Advisory Board
Herndon, Virginia
Member, Advisory Board
10/2022
5
Veeam Government Solutions
Seattle, Washington
Member, Advisory Board
Present
6
AMSI, Inc
West Palm Beach, Florida
Consultant
12/2022
7
NextFed, Inc
Vienna, Virginia
Advisor
Present
8
Apogee Engineering, LLC
Colorado Springs, Colorado
Consultant
9/2022
9
The Oxford Changing Character of War Programme, Pembroke College, University of Oxford
Oxford, Outside U.S.
Fellow
12/2022
10
McCrary Institute for Cyber and Critical Infrastructure Security
Auburn, Alabama
Senior Fellow
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Primis Principiis, LLC (National Security, risk management, and DEI consulting)
$1,001 - $15,000
1.1
JSI Telecom, Inc (System developer for collection and analyisis capabilities.)
Director Fees
$36,000
1.2
Microsoft Azure Mission Concept Advisory Board
Advisory Board Fees
$15,000
1.3
Veeam Government Solutions (provides software-based backup, recovery, and data management.)
Salary
$75,000
1.4
Veeam Government Solutions, Vested stock options, not yet exercised (value not readily ascertainable; 50,000 shares, strike price: $1.17, expiration 1 July 2031)
None (or less than $201)
1.5
AMSI, Inc (Owner of numerous used car dealerships.)
Consulting Fees
$50,000
1.6
NextFed, Inc (strategy consulting and mergers and acquisitions advisory firm)
Advisory Fees
$19,250
1.7
Booz Allen Hamilton (Consulting firm)
Consulting Fees
$10,400
1.8
Apogee Engineering, LLC (Systems Engineering and Technical Assistance)
Consulting Fees
$136,500
1.9
Octasic, Inc (Electronics Company - anticipated cash receivable for advisory board service)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Veeam Government Solutions
Seattle, Washington
I was awarded an option to purchase shares under the Veeam Software Holding Inc. 2020 Stock Incentive Plan. The option is for 125,000 shares at an exerise price of $1.17 USD per share which vests equally over 5 years (20% each year). The 1st vesting occurred on April 1, 2022 and each year thereafter until fully vested. Should I be confirmed, I will forfeit my unvested stock options upon separation. I will divest my vested stock options.
7/2021
2
Primis Principiis, LLC
Baltimore, Maryland
dormant during my tenure should I be confirmed.
7/2023

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
JSI Telecom, Inc
Chantilly, Virginia
Services as Member, Board of Directors
2
Microsoft Azure Mission Concept Advisory Board
Herndon, Virginia
Services as Member, Advisory Board
3
Veeam Government Solutions
Seattle, Washington
Services as Member, Advisory Board
4
AMSI, Inc
West Palm Beach, Florida
Consulting Services
5
NextFed, Inc
Vienna, Virginia
Advisory Services
6
Apogee Engineering, LLC
Colorado Springs, Colorado
Consulting Services
7
McLean, Virginia
Consulting Services
8
Primis Principiis, LLC
Baltimore, Maryland
Owner
9
Illuminate
Herndon, Virginia
Advisory services on behalf of NextFed, Inc.
10
AE Industrial Partners, LP
Boca Raton, Florida
Advisory services on behalf of NextFed, Inc.

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
Nicholas Fund, Inc (NICSX)
$15,001 - $50,000
$2,501 - $5,000
2
U.S. bank
$1,001 - $15,000
Interest
None (or less than $201)
3
Maryland 529 -- Senator Edward J. Kasemeyer College Investment Plan
None (or less than $201)
3.1
Portfolio 2033
$1,001 - $15,000
None (or less than $201)
4
Estate of a family member (value not readily ascertainable)
None (or less than $201)
5
Roth IRA - Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$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
Sandy Spring Bank
$250,001 - $500,000
2012
30 Years
2
USAA
$15,001 - $50,000
2012
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
15
This position is advisory nature and no compensation has been earned or received to date.
2
1
Entries below reflect income received by Primis Principiis, LLC for my services with the listed entities.
6
3
529 plan is for a non-dependent grandchild.

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