Estimated Net Worth
- $911 K - $2.0 M
Salary
- Unknown
Employment
- Started 11/29/2023
Records
Financial Disclosure Details - OGE Form 278e (08/31/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Self Roth IRA | |||
1.1 | American Funds 2040 Target Date Retirement Fund Class F-1 (FAUTX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | U.S. brokerage (cash) | $1,001 - $15,000 | None (or less than $201) |
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 | AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS F 1 FATTX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | U.S. brokerage (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
2 | Child 1 Virginia 529 College Savings Plan | cash payments | $68,461 | |
2.1 | AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME CWIAX | $1,001 - $15,000 | None (or less than $201) | |
2.2 | AMERICAN FUNDS FUNDAMENTAL INVESTORS CFNAX | $1,001 - $15,000 | None (or less than $201) | |
2.3 | AMERICAN FUNDS GROWTH FUND OF AMERICA CGFAX | $15,001 - $50,000 | None (or less than $201) | |
2.4 | AMERICAN FUNDS NEW PERSPECTIVE FUND CNPAX | $15,001 - $50,000 | None (or less than $201) | |
2.5 | AMERICAN FUNDS AF US GOVERNMENT MONEY MARKET | $15,001 - $50,000 | None (or less than $201) | |
3 | Child 2 Virginia 529 College Savings Plan | |||
3.1 | AMERICAN FUNDS CAPITAL WORLD GROWH AND INCOME CWIAX | $15,001 - $50,000 | None (or less than $201) | |
3.2 | AMERICAN FUNDS FUNDAMENTAL INVESTORS 529A CFNAX | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | US Bank | $250,001 - $500,000 | 2013 | 30 years |
2 | Chase | $10,001 - $15,000 | 2022 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Our credit card balances are all paid by the end of the billing period. The current balance will be paid in full before the end of the billing period on 09/18/2022. |
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