Estimated Net Worth
- $10.2 M - $21.7 M
Salary
- Unknown
Employment
- Started 02/09/2022
Financial Disclosure Details - OGE Form 278e (04/08/2024)
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 | |||
1.1 | US bank account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | US bank account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $250,001 - $500,000 | None (or less than $201) | |
2.4 | iShares Core S&P US Growth ETF (IUSG) | $250,001 - $500,000 | None (or less than $201) | |
2.5 | NatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | $100,001 - $250,000 | None (or less than $201) | |
2.6 | Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX) | $100,001 - $250,000 | None (or less than $201) | |
2.7 | Smead Value Fund Class I1 Shares (SVFFX) | $100,001 - $250,000 | None (or less than $201) |
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 | IRA | |||
1.1 | US bank account (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | iShares Core S&P US Growth ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | NatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Smead Value Fund Class I1 Shares (SVFFX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF (DFAI) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Dimensional Emerging Core Equity Market ETF Dimensional Emerging Core Equity Market ETF (DFAE) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank account (cash) | $50,001 - $100,000 | Interest | $15,001 - $50,000 |
2 | Virginia College Savings Plan, #1 | Cash Distribution | $14,163 | |
2.1 | American Funds College Enrollment Fund Class 529-A Shares (CENAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia College Savings Plan, #2 | Cash Distributions | $43,685 | |
3.1 | American Funds College 2024 Fund Class 529-A Shares (CFTAX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Virginia College Savings Plan, #3 | Cash Distributions | $10,000 | |
4.1 | American Funds College 2027 Fund Class 529-A Shares (CSTAX) | $100,001 - $250,000 | None (or less than $201) | |
5 | US brokerage account #1 | |||
5.1 | US bank account (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
5.2 | BlackRock Total Return Fund Institutional Shares (MAHQX) | None (or less than $1,001) | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Funds College 2024 Fund Class 529-A Shares (CFTAX) | Sale | 12/18/2023 | $1,001 - $15,000 |
2 | American Funds College 2024 Fund Class 529-A Shares (CFTAX) | Purchase | 12/26/2023 | $1,001 - $15,000 |
3 | American Funds College Enrollment Fund Class 529-A Shares (CENAX) | Sale | 12/22/2023 | $1,001 - $15,000 |
4 | American Funds College Enrollment Fund Class 529-A Shares (CENAX) | Purchase | 12/26/2023 | $1,001 - $15,000 |
5 | American Funds College 2027 Fund Class 529-A Shares (CSTAX) | Purchase | 12/26/2023 | $1,001 - $15,000 |
6 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Purchase | 11/14/2023 | $15,001 - $50,000 |
7 | NatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | Purchase | 11/14/2023 | $50,001 - $100,000 |
8 | Smead Value Fund Class I1 Shares (SVFFX) | Purchase | 11/14/2023 | $50,001 - $100,000 |
9 | Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX) | Purchase | 11/14/2023 | $50,001 - $100,000 |
10 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Purchase | 11/14/2023 | $15,001 - $50,000 |
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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