SenateAnnual Report
Transactions
24
Assets
40
Liabilities
4
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
24 transactionsFAERXFidelity Advisor Overseas Fund - Class M
Sale (Full)Mutual Funds
November 21, 2025Spouse
$15K - $50K
FOVMXFidelity Overseas Fund - Fidelity Advisor Overseas Fund: Class M
PurchaseMutual Funds
November 21, 2025Spouse
$15K - $50K
Assets
40 assetsFAEGX - Fidelity Advisor Equity Growth Fund Class M
Mutual FundsExcepted Investment Fund
SpouseIncome: Excepted Investment Fund
Value
$100K - $250K
FAGOX - Fidelity Advisor Growth Opportunities Fund Class M
Mutual FundsExcepted Investment Fund
Spouse
Liabilities
4 liabilitiesNationwide / Maryland Supplemental Retirement Plan - 401(k) Plan (Columbus, OH)
Loan (Maryland Supplemental Retirement Plan - 401(k))
Spouse9.25% (4 years)
Amount
$15K - $50K
New American Funding, LLC (Austin, TX)
Mortgage
Joint6.375% (15 years)
Amount
$250K - $500K