Financial Disclosure Details - OGE Form 278e (06/30/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
S & K Realty, LLC
Dunkirk, Maryland
General Partner
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
S & K Realty (Property management, real estate investment)
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
1.1
Residential Real Estate Waldorf, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
1.2
Residential real Estate Waldorf, MD
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
1.3
Residential Real Estate Middle River, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
1.4
Residential Real Estate Odenton, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
1.5
Residential Real Estate Oxon Hill, MD
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
Residential Real Estate Owings Mill, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000

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
S & K Realty (Property managment, real estate investment)
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
1.1
Residential Real Estate Waldorf, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
1.2
Residential Real Estate Waldorf, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
1.3
Residential Real Estate Middle River, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
1.4
Residential Real Estate Odenton, MD
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
1.5
Residential Real Estate Oxon Hill, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
2
Residential Real Estate Owings Mill, MD
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Private Bank (cash)
$1,001 - $15,000
Interest
$201 - $1,000
2
Private Bank (cash)
$15,001 - $50,000
Interest
$201 - $1,000
3
Private Bank (cash)
$15,001 - $50,000
Interest
$201 - $1,000
4
Private Bank (cash)
$1,001 - $15,000
Interest
None (or less than $201)
5
Certificate of Deposits
$1,001 - $15,000
Interest
6
Private Bank (cash)
$1,001 - $15,000
Interest
None (or less than $201)
7
Private Bank (cash)
$1,001 - $15,000
Interest
$201 - $1,000
8
Brokerage Account
$15,001 - $50,000
Dividends
None (or less than $201)
8.1
iShares Russell 2000 ETF (IWM)
$1,001 - $15,000
None (or less than $201)
8.2
Schwab International Equity ETF (SCHF)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VTI
Purchase
01/10/2022
$1,001 - $15,000
2
SCHF
Purchase
01/10/2022
$1,001 - $15,000
3
BSV
Purchase
01/10/2022
$1,001 - $15,000
4
IWM
Purchase
01/10/2022
$1,001 - $15,000
5
VWO
Purchase
01/10/2022
$1,001 - $15,000
6
IEI
Purchase
01/11/2022
$1,001 - $15,000
7
SCHP
Purchase
01/10/2022
$1,001 - $15,000
8
GMED
Sale
01/10/2022
$1,001 - $15,000
9
T
Sale
01/10/2022
$1,001 - $15,000
10
VZ
Sale
01/10/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Quicken Loans
$100,001 - $250,000
2003
30 yrs.
2
Wells Fargo
$50,001 - $100,000
2005
30 yrs.
3
Citizens One
$100,001 - $250,000
2016
30 yrs.
4
Direct Student Loan
$15,001 - $50,000
1993
15 yrs.
5
Direct Student Loan
$15,001 - $50,000
1993
15 yrs.
6
Caliber Home Loan
$100,001 - $250,000
2004
30 yrs.
7
Caliber Home
$100,001 - $250,000
2020
30 yrs.
8
Caliber
$100,001 - $250,000
2021
30 yrs.

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Per filer: Company value and all income are wholly constituted by the value and income of the underlying assets. No independent value/income generated by company.
5
1
Jointly held. See Endnote in Pt. 2 for add'l.

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