Estimated Net Worth
- $495 K - $1.9 M
Salary
- Unknown
Employment
- Started 03/24/2022
Financial Disclosure Details - OGE Form 278e (01/25/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Vienna, Virginia | Trustee | Present | |
2 | Vienna, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Synaptics Inc (SYNA) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | TEM WX - Templeton World A | $1,001 - $15,000 | None (or less than $201) | |
1.3 | USSPX - USAA S&P 500 Index Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | FCNTX - Fidelity Contrafund | $15,001 - $50,000 | 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 |
|---|---|---|---|---|
1 | IRA | |||
1.1 | U.S. brokerage Money Market account (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | AMZN - Amazon | $1,001 - $15,000 | None (or less than $201) | |
1.3 | AAPL - Apple | $15,001 - $50,000 | None (or less than $201) | |
1.4 | ANET - Arista Networks | $1,001 - $15,000 | None (or less than $201) | |
1.5 | ILMN - Ilumina Inc | $15,001 - $50,000 | None (or less than $201) | |
1.6 | MA - Mastercard Inc | $15,001 - $50,000 | None (or less than $201) | |
1.7 | NVDA - NVIDIA Corp | $15,001 - $50,000 | None (or less than $201) | |
1.8 | PYPL - Paypal Hldgs Inc | $1,001 - $15,000 | None (or less than $201) | |
1.9 | SQ - Square Block Inc CL | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | TGH -Textainer Group Holdings | $1,001 - $15,000 | None (or less than $201) | |
2 | IDEXX Laboratories, Inc. (IDXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | INFU - Infusystems | $15,001 - $50,000 | None (or less than $201) | |
4 | ALLE - Allegion Public Limited Co | $1,001 - $15,000 | None (or less than $201) | |
5 | CGNX - COGNEX Corp | $15,001 - $50,000 | Dividends | None (or less than $201) |
6 | ROL - Rollins Inc Com | $1,001 - $15,000 | None (or less than $201) | |
7 | VFIAX - Vanguard 500 Index Fund | $15,001 - $50,000 | None (or less than $201) | |
8 | EXPD - Expeditors International | $15,001 - $50,000 | Dividends | $201 - $1,000 |
9 | PEP - Pepsico Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
10 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SolarEdge Technologies, Inc. (SEDG) | Sale | 01/07/2022 | $1,001 - $15,000 |
2 | Energy Select Sector SPDR Fund (XLE) | Purchase | 01/19/2022 | $1,001 - $15,000 |
3 | Corning, Inc. (GLW) 100 Shs | Sale | 01/26/2022 | $1,001 - $15,000 |
4 | Zebra Technologies Corp. (ZBRA) | Purchase | 02/04/2022 | $1,001 - $15,000 |
5 | QUALCOMM, Inc. (QCOM) | Purchase | 02/16/2022 | $1,001 - $15,000 |
6 | Watsco, Inc. (WSO) | Sale | 03/17/2022 | $1,001 - $15,000 |
7 | Proctor and Gamble (PG) | Sale | 04/08/2022 | $1,001 - $15,000 |
8 | Johnson & Johnson (JNJ) | Sale | 04/08/2022 | $15,001 - $50,000 |
9 | Corning, Inc. (GLW) | Sale | 07/21/2022 | $1,001 - $15,000 |
10 | Cheniere Energy, Inc. (LNG) | Purchase | 07/06/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Suntrust Financial | $100,001 - $250,000 | 2020 | 15 years |
2 | SDFCU - State Department Federal Credit Union | $15,001 - $50,000 | 2021 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 4 | IRA |
7 | 5 | IRA |
7 | 7 | This sale completes requirement in my OGE ethics letter upon confirmation as PRM A/S. |
7 | 8 | The transaction completes requirement in OGE ethics letter following my confirmation as PRM A/S. |
7 | 44 | In the course of preparing 2022 Annual Statement I discovered that I overlooked and failed to report the subject transaction approx 12 months earlier. |
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