Estimated Net Worth
- $1.0 M - $2.9 M
Salary
- Unknown
Records
- OGE Form 278t (06/10/2024)
- OGE Form 278t (06/03/2024)
- OGE Form 278e (05/12/2024)
- OGE Form 278t (02/03/2024)
- OGE Form 278t (12/20/2023)
- OGE Form 278t (08/24/2023)
- OGE Form 278t (07/18/2023)
- OGE Form 278e (05/11/2023)
- OGE Form 278t (05/11/2023)
- OGE Form 278t (03/19/2023)
- OGE Form 278t (01/23/2023)
- OGE Form 278e (05/16/2022)
- OGE Form 278e (05/17/2021)
Financial Disclosure Details - OGE Form 278e (05/12/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Lucky13 LLC | Fredericksburg, Virginia | Managing Member/Co- Owner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lucky13 LLC | Fredericksburg, Virginia | My spouse and I created the Lucky13 LLC in 2023 with the purpose of becoming a franchisee of a cafe/bakery. However, the cafe/bakery will not open before summer of 2024. No employment agreements or arrangements were made during the 2023 annual reporting period. | 6/2023 |
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 | $1,001 - $15,000 | Interest | None (or less than $201) |
1.1 | Cash | $15,001 - $50,000 | Interest | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | U.S. Bank #2 (Cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | U.S. Bank #3 (Cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | U.S. Bank #4 (Cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
5 | (IRE) Residential Rental Property #1 Fredericksburg, VA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
6 | (IRE) Residential Rental Property #2 Fredericksburg, VA | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
7 | IRA #1 | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
7.1 | (Stock) SKX-SKECHERS USA INC | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
8 | IRA #2 | $1,001 - $15,000 | Interest | None (or less than $201) |
8.1 | Cash | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | NVIDIA Corp. (NVDA) | Purchase | 01/20/2023 | $1,001 - $15,000 |
2 | NVIDIA Corp. (NVDA) | Sale | 01/20/2023 | $1,001 - $15,000 |
3 | Advanced Micro Devices, Inc. (AMD) | Purchase | 01/23/2023 | $1,001 - $15,000 |
4 | Advanced Micro Devices, Inc. (AMD) | Sale | 01/23/2023 | $1,001 - $15,000 |
5 | AMD | Purchase | 02/07/2023 | $1,001 - $15,000 |
6 | AMD | Sale | 02/07/2023 | $1,001 - $15,000 |
7 | BA | Purchase | 02/03/2023 | $1,001 - $15,000 |
8 | BA | Sale | 02/06/2023 | $1,001 - $15,000 |
9 | CMG | Purchase | 02/07/2023 | $1,001 - $15,000 |
10 | CMG | Purchase | 02/15/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Upromise MasterCard by Sallie Mae (Barclaycard); Philadelphia, PA, US | $10,001 - $15,000 | 2017 | On Demand |
2 | NewRez (Property #1-Rental, Fredericksburg, VA) | $100,001 - $250,000 | 2023 | 30-Year Fixed |
3 | Costco Anywhere Visa® Card by Citi | $15,001 - $50,000 | 2021 | On Demand |
4 | Navy Federal Credit Union (Property #2 Rental, Fredericksburg, VA) | $100,001 - $250,000 | 2021 | 15-Year Term |
5 | Navy Federal Credit Union (Property #3 Rental, Fredericksburg, VA) | $50,001 - $100,000 | 2022 | 20 Years (HELOC) |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | My spouse and I are created this LLC in 2023 as an initial step to becoming the co-owners of a cafe/bakery (fast casual dining restaurant), which we are currently building out as of May 2024 and that we are planning to open during the summer of 2024. |
7 | 101 | Sale of shares that were purchased on 7/14/2023 and reported as a transaction in the 278-T filed on 7/18/2023. |
7 | 119 | Sale of AMD shares that were purchased on 8/22/2023 and 8/24/2023, as reported on previous 278T periodic transaction report. |
7 | 147 | Sale of shares purchased on 12/20/2023 and 12/21/2023 |
7 | 150 | Sale of shares purchased on 12/28/2023 and 12/28/2023 |
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