Estimated Net Worth
- $735 K - $1.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/02/2024)
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 | Charles Schwab Retirement | |||
1.1 | The Charles Schwab Corp. (SCHW) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | T Rowe Price Spectrum Fund, Inc - Spectrum Income Fund (RPSIX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | $1,001 - $15,000 | $201 - $1,000 | |
1.4 | Vanguard Total Stock Market Index Fund Institutional Class Shares (VITSX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | ICMA Retirement Mutual Fund Account XXXX3001 | |||
2.1 | vantagepoint core bond idx 1 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vantagepoint Broad Mkt Idx I | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vantagepoint Growth & Income | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Checking Account | $15,001 - $50,000 | None (or less than $201) | |
2 | Money Market Account - Cash Account | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Savings Account #1 | None (or less than $201) | ||
4 | Personal Money Market Cash Account | None (or less than $201) | ||
5 | U.S. savings Account #2 | None (or less than $201) | ||
6 | DC College Saving Plan 529 | None (or less than $201) | ||
6.1 | DC College Savings 2025 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | Rollover IRA Charles Schwab | |||
7.1 | The Boeing Co. (BA) | $15,001 - $50,000 | Dividends | $5,001 - $15,000 |
7.2 | Caterpillar, Inc. (CAT) | $15,001 - $50,000 | Dividends |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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