Financial Disclosure Details - OGE Form 278e (05/26/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Fort Washington, Maryland
Trustee
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
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
Capitol Rehab Inc. Arlington VA (rehabilitation and wellness clinic)
Salary
2
Capitol Rehab Inc. Arlington VA (owner of a rehabilitation and wellness clinic)
Over $1,000,000
Business Income

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. bank account #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Residential real estate, Washington, DC
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
4
Residential real estate, Fort Washington, MD
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
5
U.S. bank account #3 (cash)
$15,001 - $50,000
None (or less than $201)
6
U.S. bank account #4 (cash)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BlackRock T-Fund - Institutional Class
Sale
12/31/2021
$15,001 - $50,000
2
Eaton Vance Atlanta Capital SMID Cap Fund - Class I
Sale
12/31/2021
$100,001 - $250,000
3
T. Rowe Price Blue Chip Growth Fund - Investor Class
Sale
12/31/2021
$100,001 - $250,000
4
American Funds New Perspective Fund - Class R6C
Sale
12/31/2021
$50,001 - $100,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
US Bank
$500,001 - $1,000,000
2019
30 years
2
PHH
$250,001 - $500,000
2004
35 years
3
Patent Trademark Federal Credit Union
$100,001 - $250,000
2004
30 years
4
Department of Education
$15,001 - $50,000
2006
25 years
5
American Express
$15,001 - $50,000
2021
revolving
6
Wren Kitchens
$15,001 - $50,000
2021
60 months
7
Home Depot
$15,001 - $50,000
2021
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
5
Zero % interest for 18 Months
8
7
Zero % interest for 24 months

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