Estimated Net Worth
  • estimated net worth
    $2.9 M - $12.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/26/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Rosslyn, Virginia
Specialist Leader
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Deloitte Consulting LLP emp
Salary and Bonus
$393,640
2
Deloitte Consulting 401K
2.1
Vanguard Value Index Fund Inst
$15,001 - $50,000
None (or less than $201)
2.2
Inst Tot Bd Mkt Ix Tr
$15,001 - $50,000
None (or less than $201)
2.3
Target Retire 2035 Tr
$1,001 - $15,000
None (or less than $201)
2.4
Instl Tot Stk Mkt Idx Tr
$15,001 - $50,000
None (or less than $201)
2.5
Instl 500 Index Trust
$15,001 - $50,000
None (or less than $201)
2.6
Vanguard Dev Mkt Index Inst Plus
$15,001 - $50,000
None (or less than $201)
2.7
Inst Tot Intl St Mt Ix T
$15,001 - $50,000
None (or less than $201)
2.8
Vanguard Sm-Cap Index Inst Plus
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Rosslyn, Virginia
I will participate in this defined contribution plan after my separation. I will transfer these assets to the Thrift Savings Plan.
2/2017
2
Rosslyn, Virginia
I will transfer/roll the balance of my cash balance pension plan, upon resignation, into the Thrift Savings plan. Employer will cease making contributions upon my separation.
2/2017
3
Rosslyn, Virginia
Pursuant to the Deloitte Annual Incentive Program, I am eligible for a performance bonus for calendar year 2022. If I am awarded a bonus, I will receive it before I assume the duties of the position or I will forfeit it.
1/2022

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Rosslyn, Virginia
Consulting to US. Navy on Financial Systems Transformation Project

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
Proshares UltraPro QQQ (TQQQ)
$250,001 - $500,000
$1,001 - $2,500
2
Technology Select Sector SPDR Fund (XLK)
$50,001 - $100,000
$201 - $1,000
3
Technology Select Sector SPDR Fund (XLK)
$1,001 - $15,000
None (or less than $201)
4
Vanguard Mid-Cap Growth Fund (VMGRX)
$1,001 - $15,000
None (or less than $201)
5
Undeveloped land, Stafford, VA
$250,001 - $500,000
None (or less than $201)
6
US Credit Union Account (CASH)
$1,001 - $15,000
None (or less than $201)
7
US Bank 2 Account (Cash)
$100,001 - $250,000
None (or less than $201)
8
US BANK ACCOUNT 1 SPOUSE (CASH)
$1,001 - $15,000
None (or less than $201)
9
US Bank Account 3
$1,001 - $15,000
None (or less than $201)
10
US Brokerage Account 2 (Cash)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Bank Mortgage
$100,001 - $250,000
2013
15

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3.2
This account held the reported amount pending purchase of securities during the reporting period. As of the reporting date the account held less than $1,000.
2
5
Pursuant to the Deloitte Annual Incentive Program, I am eligible for a performance bonus for calendar year 2022. If I am awarded a bonus, I will receive it before I assume the duties of the position or I will forfeit it.
6
10
As of the reporting date of this OGE-278 report, this account held less than $1,000.
8
1
This mortgage was fully paid off in January, 2023.

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