Estimated Net Worth
- $872 K - $2.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/09/2024)
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 | T Rowe Price Balanced Fund, Inc (RPBAX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | Pillsbury Winthrop Shaw Pittman, 401(k) | |||
2.1 | Dodge & Cox Stock Fund (DODGX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2.2 | PIMCO Total Return Institutional (PTTRX) | $1,001 - $15,000 | $201 - $1,000 | |
2.3 | Fidelity Extended Market Index Fund (FSMAX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Fidelity Total Market Index (FSKAX) | $15,001 - $50,000 | $201 - $1,000 |
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 | T. Rowe Price Blue Chip Growth (TRBCX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2 | T. Rowe Price Dividend Growth (PRDGX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Dodge & Cox Income Fund (DODIX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | BlackRock Equity Index Non-Lendable (Class M) | $50,001 - $100,000 | None (or less than $201) | |
5 | American Century Mid Cap Value (AMDVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
6 | Wilmer Cutler Pickering Hale and Dorr, defined benefit plan (value not readily ascertainable) eligible for payments starting at age 65 | None (or less than $201) | ||
7 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $100,001 - $250,000 | $5,001 - $15,000 | |
8 | Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) | $50,001 - $100,000 | $201 - $1,000 | |
9 | Vanguard Target Retirement 2030 Trust II Shares (VTHRX) | $100,001 - $250,000 | None (or less than $201) | |
10 | Vanguard International Value Fund Investor Shares (VTRIX) | $50,001 - $100,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Credit Union No. 1 accounts | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | U.S. Bank No. 1 accounts | $15,001 - $50,000 | Interest | $201 - $1,000 |
3 | International Business Machines Corp. (IBM) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Maryland College Investment Plan | |||
4.1 | Portfolio for Education Today | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. Bank No. 2 accounts | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | U.S. Credit Union No. 2 accounts | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | T. Rowe Price Balanced (RPBAX) | Sale | 04/12/2023 | $15,001 - $50,000 |
2 | Vanguard Target Retirement 2030 (VTHRX) | Sale | 04/10/2023 | $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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