Estimated Net Worth
- $6.9 M - $15.5 M
Salary
- $139 K
Employment
- 01/02/2022 - 04/01/2022
Departed Administration
- Yes
Post Appointment Role
- Associate Partner (IBM)
Financial Disclosure Details - OGE Form 278e (05/27/2020)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Clifton, Virginia | Trustee | Present | |
2 | Clifton, Virginia | Trustee | Present | |
3 | Clifton, Virginia | Co-trustee | Present | |
4 | Clifton, Virginia | Trustee | Present | |
5 | Clifton, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard Energy Fund Investor Shares | $15,001 - $50,000 | None (or less than $201) | |
2 | Vanguard Small-Cap Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
3 | "Leading Dynamic Seminars” Palgrave (value not readily ascertainable) | 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 | USAA Precious Metals and Minerals Fund (USAGX) | $1,001 - $15,000 | None (or less than $201) | |
2 | USAA Emerging Markets Fund (USEMX) | $15,001 - $50,000 | None (or less than $201) | |
3 | USAA Small Cap Stock Fund ( USCAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Dodge & Cox Stock Fund | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | Prosper Funding LLC | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
3 | Palo Duro Resource Play Joint Venture (Development of oil well in Floyd County, Texas. | $15,001 - $50,000 | None (or less than $201) | |
4 | Family Trust #1 | |||
4.1 | Bank of America Private Wealth Management Dividend Income Common Trust Fund | $100,001 - $250,000 | $2,501 - $5,000 | |
4.2 | Columbia Contrarian Core Fund | $50,001 - $100,000 | None (or less than $201) | |
4.3 | Select Sector SPDR TR FINANCIAL SHS BEN INT | $50,001 - $100,000 | $2,501 - $5,000 | |
4.4 | Touchstone Sands Capital Select Growth C | $15,001 - $50,000 | $2,501 - $5,000 | |
4.5 | Bank of America Private Wealth Management Mid Cap Growth CTF | $50,001 - $100,000 | $201 - $1,000 | |
4.6 | Vanguard Real Estate ETF (VNQ) | $50,001 - $100,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | FTSE Developed Markets ETF | Sale | 09/26/2019 | $50,001 - $100,000 |
2 | Adobe Systems Incorporated - Common Stock (ADBE) | Sale | 12/06/2019 | $100,001 - $250,000 |
3 | Medtronic | Sale | 12/06/2019 | $50,001 - $100,000 |
4 | The Bank of New York Mellon Corp (BK) | Sale | 12/06/2019 | $50,001 - $100,000 |
5 | Dominion Energy | Sale | 12/06/2019 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $100,001 - $250,000 | 2008 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | Peer-to-peer lending. No individual loan in excess of $50. |
6 | 4.1 | No longer held. This asset was sold on January 24, 2020. |
6 | 4.5 | No longer held. This asset was sold on January 24, 2020. |
6 | 5.3 | No longer held. This asset was sold on June 12, 2020. |
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