Estimated Net Worth
- $404 K - $1.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/11/2024)
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 |
|---|---|---|---|---|
1 | Fidelity Roth IRA | |||
1.1 | JP Morgan (JPM) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Discover Financial Services (DFS) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Janus Twenty Fund (JAVLX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Apple, Inc. (AAPL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.7 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | United Airlines Holdings, Inc. (UAL) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | United States Catholic Conference of Bishops | Washington DC, District of Columbia | Upon retirement I will receive a monthly sum from the pension plan that I contributed too while employed at USCCB. | 11/1988 |
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 | Rental Property - Condo in Alexandria, VA | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | Fidelity Investment Account | |||
2.1 | Fidelity Money Market Fund Premium Class (FZDXX) | $250,001 - $500,000 | $5,001 - $15,000 | |
2.2 | iShares iBonds Dec 2022 Term Treasury ETF (IBTB) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Google -Alphabet (GOOG) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Royal Caribbean Cruises Ltd. (RCL) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2.5 | The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Facebook, Inc. (FB) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NVIDIA Corp. (NVDA) | Purchase | 08/04/2023 | $1,001 - $15,000 |
2 | NVIDIA Corp. (NVDA) | Purchase | 08/14/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $15,001 - $50,000 | 2012 | 25 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3.1 | Three patents (U.S. Patent Numbers 10339576, 9501480, and 9477665) with a revenue-generating electronic multi-media exchange and process of operating same. They are related to processes for creating media content based upon submissions received on an electronic multi-media exchange electronically and received from end users and stored in a computer database. Three patents (U.S. Patent Numbers 8340994, 8090605, and 7308413) that is a process for creating media content based upon submissions received on an electronic multi-media exchange. They are related to processes for creating media content based upon submissions received on an electronic multi-media exchange electronically and received from end users and stored in a computer database. |
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