Estimated Net Worth
- $247 K - $630 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (02/11/2024)
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 | IRA: | |||
1.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Cleary Gottlieb Steen & Hamilton LLP, 401(k) plan: | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Fidelity US Bond Index Fund (FXNAX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continue to hold retirement assets in this defined contribution plan, but contributions have not been made since 2006. | 9/2001 |
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 | Montgomery County, Maryland Public Schools | salary | ||
2 | Roth IRA: | |||
2.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Montgomery County, Maryland Public Schools, 403(b) plan: | |||
3.1 | Vanguard Target Retirement 2035 Fund Investor Class Shares (VTTHX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Montgomery County, Maryland Public Schools, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
5 | NAHB 401(k): | Required distribution | $2,478 | |
5.1 | Fidelity Freedom 2040 Fund Class K6 Shares (FHTKX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | Maryland College Savings Plan: | cash distributions | $14,469 | |
4.1 | Portfolio for Education Today | $50,001 - $100,000 | None (or less than $201) | |
4.2 | Portfolio 2024 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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