Estimated Net Worth
- $701 K - $1.6 M
Salary
- Unknown
Employment
- Started 04/11/2021
Records
Financial Disclosure Details - OGE Form 278e (04/07/2023)
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 | ROTH IRA | |||
1.1 | Vanguard Target Retirement 2045 Fund | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | T Rowe Price Equity Index 500 Fund (PREIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab Total Stock Market Index Fund Select (SWSTX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Residential Real Estate #1, Washington D.C. | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Walmart Stock | $1,001 - $15,000 | None (or less than $201) | |
4 | T. Rowe Price U.S. Bond Enhanced Index (PBDIX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | T. Rowe Price Balanced (RPBAX) | $15,001 - $50,000 | $201 - $1,000 | |
6 | T. Rowe Price Equity Index 500 Fund (PREIX) | $15,001 - $50,000 | $201 - $1,000 | |
7 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | None (or less than $1,001) | None (or less than $201) | |
8 | Vanguard Target Retirement 2045 Fund (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Residential Real Estate #2, Washington, D.C. | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JP Morgan Chase | $100,001 - $250,000 | 2015 | 5/30 year ARM |
2 | Cardinal Financial | $250,001 - $500,000 | 2021 | 20 year conventional |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.1 | Income was reinvested in the fund. |
2 | 1.2 | Income was reinvested in the fund. |
6 | 2 | Asset value does not include mortgage liability. Asset income is gross income. |
6 | 9 | Asset value does not include mortgage liability. Asset income is gross income. |
8 | 1 | Residential Real Estate #1 |
ARM in 2022 was adjusted upwards to 4.0% | ||
8 | 2 | Residential Real Estate #2. |
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