Estimated Net Worth
- $904 K - $2.1 M
Salary
- Unknown
Employment
- Started 12/20/2023
Records
Financial Disclosure Details - OGE Form 278e (08/05/2023)
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 |
|---|---|---|---|---|
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 | Venable LLP | salary, bonus | ||
2 | Walsh Colucci Lubeley & Walsh PC | |||
2.1 | PARFX-T. Rowe Price Retirement 2050 Advisor | $100,001 - $250,000 | None (or less than $201) | |
3 | Venable LLP | |||
3.1 | State Street Target Retirement 2050 Fund NL CI K | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
2 | U.S. bank #2 (cash) | $500,001 - $1,000,000 | Interest | $5,001 - $15,000 |
3 | U.S. Credit Union #1 Share Certificate | $100,001 - $250,000 | Interest | $201 - $1,000 |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | $201 - $1,000 | |
5 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $15,001 - $50,000 | $201 - $1,000 | |
9 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | $201 - $1,000 | |
10 | iShares National Muni Bond ETF (MUB) | $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 | Caliber Home Loans | $250,001 - $500,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 14 | This LP previously held commercial real estate in Fort Lee, NJ, which was sold in 2021. The income on the sale was recognized in 2021, though distributions of $70,614 were transmitted to me in 2022. The LP is currently in the process of dissolution, and the process is expected to be completed in 2025. |
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