Estimated Net Worth
  • estimated net worth
    $255 K - $1.1 M
Salary
  • salary
    Unknown
Employment
  • Started 05/01/2022

Financial Disclosure Details - OGE Form 278e (01/02/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
NATIONAL PTA
ALEXANDRIA, Virginia
Director of Strategic Communications
5/2022
2
Media Mingle, LLC also dba The Capstone Crate
Washington DC, District of Columbia
Co-Founder
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NATIONAL PTA
Salary
$205,096
2
Media Mingle, LLC (communications/PR consulting) also dba The Capstone Crate (subscription box business)
$15,001 - $50,000
business income
$20,000
3
National PTA 403 (B) Plan
3.1
Goldman Sachs Small Cp Val Insights r6 (GTTUX)
$15,001 - $50,000
None (or less than $201)
3.2
MFS Mid Cap Value R6 (MVCKX)
$15,001 - $50,000
None (or less than $201)
3.3
American Funds American Mutual R6 (RMFGX)
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity 500 Index (FXAIX)
$15,001 - $50,000
None (or less than $201)
3.5
Fidelity US Bond Index (FXNAX)
$15,001 - $50,000
None (or less than $201)
3.6
Allspring Real Return Fund R6 (IPBJX)
$15,001 - $50,000
None (or less than $201)
3.7
American Funds EuroPacific Growth Fund Class R-6 (RERGX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
National PTA
Alexandria, Virginia
I will continue to participate in this defined contribution plan but the employer has ceased making contributions upon my separation.
5/2010

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
NATIONAL PTA
ALEXANDRIA, Virginia
Director of Strategic Communications at the association
2
Media Mingle LLC also dba The Capstone Crate
Washington DC, District of Columbia
Co-founder and managing member of this media services consulting company. Media Mingle also does business as The Capstone Crate which provides quarterly subscription box services.
3
National Job Corps Association
Washington, District of Columbia
Provided public relations consulting services such as creating monthly newsletters, designing social media posts, and drafting talking points. (Client of Media Mingle, LLC)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA #1
1.1
U.S. bank #1 (cash) certificate of deposit
$1,001 - $15,000
None (or less than $201)
2
IRA #2
2.1
U.S. bank #2 (cash) certificate of deposit
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. bank #3 (cash)
$15,001 - $50,000
None (or less than $201)
4
(cash)
$15,001 - $50,000
None (or less than $201)
5
AGFIQ U.S. Market Neutral Anti-Beta Fund (BTAL)
$1,001 - $15,000
None (or less than $201)
6
Cambria Shareholder Yield ETF (SYLD)
$1,001 - $15,000
None (or less than $201)
7
Freedom 100 Emerging Markets ETF (FRDM)
$1,001 - $15,000
None (or less than $201)
8
First Trust Global Tactical Commodity Strategy Fund (FTGC)
$1,001 - $15,000
None (or less than $201)
9
First Trust Cboe Vest Fund of Buffer ETFs (BUFR)
$1,001 - $15,000
None (or less than $201)
10
iShares 20+ Year Treasury Bond ETF (TLT)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac
$250,001 - $500,000
2021
20 Years
2
Suntrust
$50,001 - $100,000
2016
revolving
3
PennyMac
$250,001 - $500,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
3
mortgage paid off during refinance

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