Estimated Net Worth
- $1.0 M - $2.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/05/2024)
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 |
|---|---|---|---|---|
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 | American Enterprise Institute | salary | ||
2 | The Project 2049 Institute | consulting fees | $25,000 | |
3 | TIAA Traditional Annuity | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Vanguard Retirement 2035 Fund | $500,001 - $1,000,000 | $5,001 - $15,000 | |
5 | Hertog Foundation | Honorarium | $10,000 | |
6 | Grove Point Financial | $250,001 - $500,000 | ||
6.1 | American Balanced Fund Class C (BALCX) | $15,001 - $50,000 | $2,501 - $5,000 | |
6.2 | American Mutual Fund Class C (AMFCX) | $15,001 - $50,000 | $2,501 - $5,000 | |
6.3 | Blackrock Enhanced Cap & Income FD INC (CII) | $15,001 - $50,000 | $2,501 - $5,000 | |
6.4 | Eaton Vance Enhanced Equity Income FD Com (EOI) | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. Bank Account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Bank account #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank account #4 (cash) | $15,001 - $50,000 | Interest | $15,001 - $50,000 |
5 | U.S. bank account #5 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank Account #6 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. Bank Account #7 (cash) | $15,001 - $50,000 | None (or less than $201) | |
8 | Virginia 529 College Savings Plan #1 | $1,001 - $15,000 | None (or less than $201) | |
8.1 | The Growth Fund of America (CGFAX) | $1,001 - $15,000 | None (or less than $201) | |
8.2 | Small Cap World Fund (CSPAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Glenmede Quantitative US Large Cap Growth Equity Portfolio Advisor Class Shares (GTLLX) | Purchase | 12/18/2023 | $1,001 - $15,000 |
2 | Growth Fund of America Class C Shares (GFACX) | Purchase | 12/18/2023 | $1,001 - $15,000 |
3 | American Mutual Fund Class A Shares (AMRMX) | Purchase | 05/01/2023 | $1,001 - $15,000 |
4 | Washington Mutual Investors Fund Class C Shares (WSHCX) | Purchase | 04/18/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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