Estimated Net Worth
- $928 K - $2.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/28/2024)
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 | Royce Total Return Fund (RYTRX) | $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 | Amazon AWS | salary (Jan - Oct) | ||
2 | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | None (or less than $201) | |
3 | GST, Inc P/S 401K Plan Fidelity | |||
3.1 | Invesco Oppenheimer Developing Markets Fund Class R6 Shares (ODVIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Fidelity Advisor Energy Fund | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Fidelity Advisor Stable Value | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity Advisor Strategic Income Fund | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Fidelity Advisor Government Income Fund | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Fidelity International Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Fidelity 500 Index Fund | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | MD 529 College Investment Plan (Portfolio for college) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. Bank Account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Residential real estate, Cheverly, MD | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
4 | U.S. Bank Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. Bank Account #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank Account #4 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. Bank Account #5 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Amazon.com, Inc. (AMZN) | Sale | 03/17/2023 | $1,001 - $15,000 |
2 | Amazon.com, Inc. (AMZN) | Sale | 09/15/2023 | $1,001 - $15,000 |
3 | Amazon.com, Inc. (AMZN) | Sale | 11/15/2023 | $1,001 - $15,000 |
4 | Amazon.com, Inc. (AMZN) | Sale | 12/07/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Rocket Mortgage | $15,001 - $50,000 | 2010 | 15 yr fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 3.1 | Formerly, Oppenheimer Development Mkts 1, and before that Oppenheimer Developing Markets Fund. The fund name changed after Invesco acquired Oppenheimer in May 2019. |
5 | 5.1 | Formerly American Funds 2045 Target Date Retirement Fund. |
6 | 1 | Effective November 15, 2019, Portfolio for College was renamed to Portfolio for Education Today. |
8 | 1 | On May 12, 2021 Quicken Loans announced that it would be rebranded to Rocket Mortgage, by July 31, 2021. |
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