Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 09/11/2022
Financial Disclosure Details - OGE Form 278e
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) UBS | |||
1.1 | (Mutual Fund) VAFAX-Invesco American Franchise Fund Class A | $15,001 - $50,000 | None (or less than $201) | |
1.2 | (Mutual Fund) PWGAX-Pace Intl Equity Investments Fd Cl A | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (Mutual Fund) FASM X/314 Fidelity Asset Man | $50,001 - $100,000 | None (or less than $201) | |
2 | (J) (Other) Real Estate Nelson County VA | $15,001 - $50,000 | Capital Gains | None (or less than $201) |
3 | (Bond) Truist IRA Certificates of Deposit | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | (J) (Cash Deposit/Savings) Bank Of America Alexandria, VA, US Regular Checking Prefered Rewards | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | (Cash Deposit/Savings) JanneyMontgomery Scott, LLC Washington, DC, US Insured Sweep | $50,001 - $100,000 | Interest | None (or less than $201) |
6 | (Stock) ABT Abbott Labratories | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
7 | (Stock) ADP Automatic Data Processing Inc | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
8 | (Stock) ABBV ABBVIE INC | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
9 | (Stock) CVX Chevron Corp. | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
10 | (Stock) KO Coca-Cola Company | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 1 | Pace International Equity Investor Class A (PWGAX) value 15 to 50K, IRA Invesco American Franchise Fund Class A (VAFAX) value 15 tp 50k, IRA |
2 | 1.1 | Believe EIF Publicly Traded IRA |
2 | 1.2 | IRA Publicly Traded Foreign Investment Beieve meets definition of ETF |
6 | 1 | Believe EIF publicly traded = Believe interest Income is small |
6 | 2 | Vacant Land less than 10 acres, Nelson County, VA I inherited with my brother. Produces no income. |
6 | 3 | Annual Interest May Not Be That Much |
6 | 4 | The Account has only two signatories -my brother and me |
Do you have information about Thomas Morris that is missing from this database?
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