Estimated Net Worth
- $407 K - $1.2 M
Salary
- Unknown
Employment
- Started 02/26/2024
Financial Disclosure Details - OGE Form 278e (04/05/2023)
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 | IRA Rollover Account (Rollover from Smith- Free Group 401k) | |||
1.1 | DFA Investment Grade Portfolio (DFAPX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | DFA US Core Equity 2 Portfolio Institutional Class (DFQTX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | DFA World Ex US Core Equity I (DFWIX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | U.S. brokerage account (cash) | $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 | The Red-to-Black Group (Sales Consulting) | business income | ||
2 | Rollover IRA | |||
2.1 | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS (DFCEX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | INTERNATIONAL CORE EQUITY PORTFOLIO OF DFA INSTITUTIONAL CLASS (DFIEX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | DFA International Small Cap Value Portfolio Institutional Class Shares (DISVX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | US Core Equity 2 Portfolio Institutional Class Shares (DFQTX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | US Small Cap Value Portfolio Institutional Class Shares (DFSVX) | $15,001 - $50,000 | None (or less than $201) | |
3 | SEP IRA | |||
3.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Virginia College Savings Plan/CollegeAmerica | |||
1.1 | American Funds College 2024 Fund Class 529F1 (CTFFX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Virginia College Savings Plan/CollegeAmerica (2) | |||
2.1 | American Funds College 2027 Fund Class 529F1 (CTSFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Virginia College Savings Plan/CollegeAmerica (3) | |||
3.1 | American Funds College 2030 Fund Class 529F1 (CTHFX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Virginia College Savings Plan/CollegeAmerica (4) | |||
4.1 | American Funds College 2033 Fund Class 529-F-1 (CTLFX) | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Express | $15,001 - $50,000 | 2019 | Revolving |
2 | United States Senate Federal Credit Union | $15,001 - $50,000 | 2019 | Revolving |
3 | Department of Education | $50,001 - $100,000 | 2004 | 30 years |
4 | Truist | $500,001 - $1,000,000 | 2021 | 30 years |
5 | Bank of America | $10,001 - $15,000 | 2022 | Revolving |
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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