Estimated Net Worth
- $234 K - $1.2 M
Salary
- Unknown
Employment
- Started 01/21/2021
Records
- OGE Form 278e (05/15/2022)
- OGE Form 278t (02/03/2022)
- OGE Form 278t (06/13/2021)
- OGE Form 278e (05/17/2021)
- OGE Form 278t (01/09/2021)
- OGE Form 278e (05/13/2020)
- OGE Form 278t (05/06/2020)
- OGE Form 278t (04/22/2020)
- OGE Form 278t (01/06/2020)
- OGE Form 278t (11/06/2019)
- OGE Form 278t (09/04/2019)
- OGE Form 278t (07/09/2019)
- OGE Form 278e (05/28/2019)
- OGE Form 278t (05/11/2019)
- OGE Form 278t (04/03/2019)
- OGE Form 278t (03/04/2019)
- OGE Form 278t (02/11/2019)
- OGE Form 278t (11/07/2018)
- OGE Form 278t (08/14/2018)
- OGE Form 278t (07/08/2018)
- OGE Form 278e (05/08/2018)
- OGE Form 278t (05/07/2018)
- OGE Form 278t (10/10/2017)
- OGE Form 278t (09/18/2017)
- OGE Form 278e (05/26/2017)
Financial Disclosure Details - OGE Form 278e (05/15/2022)
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 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | None (or less than $201) | |
2 | Invesco QQQ Trust, Series 1 ETF (QQQ) | $15,001 - $50,000 | 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 | PJPA, LLC (Restaurant Franchise Management Company) | Salary | ||
2 | Bengur Bryan & Co Inc. (investment banking) | Consulting Fees for providing consulting services to Bengur Bryan clients. | ||
3 | IRA #1 | |||
3.1 | Chubb Ltd. (Insurance Company) (CB) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | The Coca-Cola Company (KO) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Diageo plc (ADR) (DEO) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Lockheed Martin Corporation (LMT) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Thermo Fisher Scientific (TMO) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Walt Disney Co (DIS) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Yum! Brands Inc (YUM) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank account #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | Maryland Prepaid College Trust (MPCT), University Plan - 4 Years | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. brokerage account #1 | |||
4.1 | Fortune Brands Home & Security Inc (FBHS) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Abbot Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Abbvie Inc (ABBV) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4.4 | Johnson & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Lockheed Martin (LMT) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4.6 | Microsoft Corp (MSFT) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Estee Lauder Companies, Inc. (EL) | Sale | 04/29/2021 | $1,001 - $15,000 |
2 | Adobe, Inc. (ADBE) | Sale | 04/29/2021 | $1,001 - $15,000 |
3 | American Tower Corporation (REIT) (AMT) | Purchase | 04/29/2021 | $1,001 - $15,000 |
4 | Lockheed Martin Corp. (LMT) | Purchase | 04/29/2021 | $1,001 - $15,000 |
5 | NIKE, Inc. (NKE) | Sale | 04/29/2021 | $1,001 - $15,000 |
6 | SPDR EURO STOXX 50 ETF (FEZ) | Purchase | 04/29/2021 | $1,001 - $15,000 |
7 | ServiceNow, Inc. (NOW) | Sale | 04/29/2021 | $1,001 - $15,000 |
8 | Intel Corp. (INTC) | Purchase | 04/29/2021 | $1,001 - $15,000 |
9 | The Walt Disney Co. (DIS) | Purchase | 04/29/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Conduent Education Services | $15,001 - $50,000 | 2005 | No Term. Fixed monthly payments |
2 | First Home Mortgage | $250,001 - $500,000 | 2016 | 30 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
5 | 1 | Filer's spouse ceased working for PJPA, LLC in March 2021. |
5 | 5 | Filer's spouse holds 1/3 interest in this business. |
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