Estimated Net Worth
- $721 K - $2.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/07/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Arlington County, Virginia | Executor (uncompensated ) | 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 | JANUS Growth and Income Fund (IRA) | $15,001 - $50,000 | None (or less than $201) | |
2 | JANUS Forty Fund D (IRA) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | American Funds Inv Co of America (AIVSX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | Apple (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
3 | Corning (GLW) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
4 | Kimberly Clark (KMB) | $1,001 - $15,000 | None (or less than $201) | |
5 | Procter & Gamble (PG) | $1,001 - $15,000 | None (or less than $201) | |
6 | YUM! Brands (YUM) | $1,001 - $15,000 | None (or less than $201) | |
7 | Motley Fool Gt Am (TMFM) | $1,001 - $15,000 | None (or less than $201) | |
8 | US bank cash account (Savings Account) | $1,001 - $15,000 | None (or less than $201) | |
9 | US Credit Union - cash account (Savings Account) | $15,001 - $50,000 | Interest | $201 - $1,000 |
10 | Coca-Cola (KO) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Motley Fool Mid-Cap Growth ETF Motley Fool Mid-Cap Growth ETF (TMFM) | Sale | 07/13/2023 | $1,001 - $15,000 |
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 |
|---|---|---|
6 | 17 | USAA Growth renamed to Victory Growth (Ticker symbol USAAX unchanged). |
6 | 18 | USAA Intermediate Term Bond Fund renamed Victory Core Plus Intermediate (USIBX ticker symbol unchanged) |
6 | 19 | USAA High Income Fund renamed Victory High Income Fund (USHYX ticker symbol unchanged). |
6 | 35 | USAA Income Fund renamed Victory Income Fund (USAIX ticker symbol unchanged) |
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