Estimated Net Worth
  • estimated net worth
    $364 K - $1.6 M
Salary
  • salary
    Unknown
Employment
  • Started 05/01/2023

Financial Disclosure Details - OGE Form 278e (05/14/2022)

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
MITRE Corp 401(A)
1.1
Fidelity Freedom Index 2040 Fund Investor Class
$50,001 - $100,000
None (or less than $201)
2
MITRE 403(b)
2.1
Fidelity Freedom INdex 2040 Fund Investor Class (FBIFX)
$100,001 - $250,000
None (or less than $201)
3
Fidelity SAI International Index Fund (FIONX)
$15,001 - $50,000
$201 - $1,000
4
Individual Brokerage Acct -- Fidelity SAI U.S. Quality Index Fund (FUQIX)
$1,001 - $15,000
$201 - $1,000
5
Individual Brokerage Acct -- Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX)
$1,001 - $15,000
$201 - $1,000
6
Individual Brokerage Acct -- iShares S&P 500 Index (IVV)
$15,001 - $50,000
$201 - $1,000
7
Individual Brokerage Acct -- iShares MUB: National Muni Bond
$1,001 - $15,000
None (or less than $201)
8
Individual Brokerage Acct -- FUMIX: Fidelity SAI US Momentum Index Fund
$1,001 - $15,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lexington Park, Maryland
defined contribution pension plan (all assets reflected elsewhere in 278)
4/2018

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
US bank # 1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
US bank #2 (cash)
$1,001 - $15,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Fidelity SAIEmerging Markets Index Fund (FERGX)
Sale
$1,001 - $15,000
2
SPDR Portfolio S&P 500 Value ETF (SPYV)
Sale
$1,001 - $15,000
3
EFG iShares TR EAFE GRWTH ETF
Sale
$1,001 - $15,000
4
Fidelity SAI US Value Index Fund (FSWCX)
Sale
$1,001 - $15,000
5
iShares Core MSCIEmerging Markets ETF (IEMG)
Sale
$1,001 - $15,000
6
Individual Brokerage Acct -- iShares S&P SmallCap 600 Index (IJR)
Sale
$1,001 - $15,000
7
(FUTBX)
Sale
$1,001 - $15,000
8
Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX)
Purchase
$1,001 - $15,000
9
FLEXSHARES Trust Morningstar Global UPST (GUNR)
Sale
$1,001 - $15,000
10
INVESCO Exchange Traded FD TR (RPV)
Sale
$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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