Estimated Net Worth
- $724 K - $1.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/02/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The Martineau/Lew Trust | Bethesda, Maryland | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA #1 | |||
1.1 | Vanguard 500 Index Fund Admiral Shares | $1,001 - $15,000 | 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 | Ingram Micro (Distributor of IT products and services) | salary, bonus | ||
2 | Ingram Micro 401(k) | $250,001 - $500,000 | None (or less than $201) | |
2.1 | Mercer International Stock Fund | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Mercer Small/Mid Cap Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
2.3 | State Street Small/Mid Cap Equity Index Fund (SSMKX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | State Street S&P 500® Index Non-Lending Series Fund (SSSYX) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | Mercer Diversified Bond Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Roth IRA Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
3 | 529 Plan (Vanguard Target Enrollment 2034/2035 Portfolio) | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland 529 Plan #1 (Portfolio 2036) | $15,001 - $50,000 | None (or less than $201) | |
5 | Maryland 529 Plan #2 (Portfolio 2036) | $15,001 - $50,000 | None (or less than $201) | |
6 | Maryland 529 Plan #3 (Portfolio 2036) | $15,001 - $50,000 | None (or less than $201) | |
7 | Maryland 529 Plan #4 (Portfolio 2033) | $15,001 - $50,000 | None (or less than $201) | |
8 | U.S. credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. Bank #1 (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
10 | U.S. Bank #2 (cash) | $1,001 - $15,000 | 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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