Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $7.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
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 | IRA: FIDELITY 500 INDEX FUND | $15,001 - $50,000 | None (or less than $201) | |
2 | Carleton University Retirement Plan. This is a hybrid pension plan, meaning that I will receive the larger of my minimum guaranteed pension and my money purchase pension. The latter is based on investments of defined contributions. | $250,001 - $500,000 | None (or less than $201) | |
2.1 | Royal Bank of Canada | $1,001 - $15,000 | ||
2.2 | PH&N ENHD TOTL RTN BDN S-0 785 | $50,001 - $100,000 | ||
2.3 | Cash and Cash Equivalents | $1,001 - $15,000 | ||
2.4 | Toronto Dominion Bank | $1,001 - $15,000 | ||
2.5 | Bank of Nova Scotia | $1,001 - $15,000 | ||
2.6 | Suncor Energy | $1,001 - $15,000 | ||
2.7 | Manulife Financial Group | $1,001 - $15,000 | ||
2.8 | Canadian Natural Resources Ltd | $1,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Carleton University Retirement Plan | Ottawa, Outside U.S. | I will receive a pension on my "normal retirement date" (7/1/2027). Carleton has not made any further contributions since my resignation and will not make any future contributions. | 9/1992 |
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 | B. Erard and Associates (Economic and statistical consulting) | self-employment earnings | ||
2 | 401K & IRA: Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA: Fidelity International Small Cap (FISMX) | $50,001 - $100,000 | None (or less than $201) | |
4 | IRA: Fidelity International Index Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | IRA: Fidelity International Growth Fund | $100,001 - $250,000 | None (or less than $201) | |
6 | Carleton University Retirement Plan. This is a "hybrid" pension plan. My spouse will recieve the larger of the minimum guaranteed pension and the money purchase pension. The latter is based on investments of defined contributions and depends on their returns. | $250,001 - $500,000 | None (or less than $201) | |
7 | 401 K: Fidelity Government Cash Reserves | $15,001 - $50,000 | None (or less than $201) | |
8 | IRA: Fidelity Growth Discovery Fund (FDSVX) | $250,001 - $500,000 | None (or less than $201) | |
9 | IRA&401K: Fidelity Money Market Fund Premium Class (FZDXX) | $500,001 - $1,000,000 | None (or less than $201) | |
10 | 401K & IRA: Fidelity Low-Priced Stock Fund (FLPSX) | $100,001 - $250,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. Bank Account #1b | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank Account #3 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
4 | Virginia 529 InVEST: Intl Stock Index | $1,001 - $15,000 | None (or less than $201) | |
5 | Scotiabank (Ottawa, Canada) Account | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank account #4 | $15,001 - $50,000 | None (or less than $201) | |
7 | Virginia 529 InVEST: Total Stock Market Index | $15,001 - $50,000 | None (or less than $201) | |
8 | U.S. Bank Account #2 | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. Bank Account 2b | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
10 | U.S. Bank Account #4b | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Contrafund (FCNTX) | Sale | 01/03/2023 | $100,001 - $250,000 |
2 | Fidelity Growth Discovery Fund (FDSVX) | Purchase | 01/03/2023 | $50,001 - $100,000 |
3 | Fidelity 500 Index Fund (FXAIX) | Purchase | 01/03/2023 | $100,001 - $250,000 |
4 | Fidelity Blue Chip Growth Fund (FBGRX) | Sale | 01/03/2023 | $50,001 - $100,000 |
5 | Fidelity Blue Chip Growth Fund (FBGRX) | Sale | 01/06/2023 | $100,001 - $250,000 |
6 | Fidelity Low-Priced Stock Fund (FLPSX) | Purchase | 01/06/2023 | $100,001 - $250,000 |
7 | Bank of Montreal RRSP Mutual Fund: Resource Fund | Sale | 10/23/2023 | $1,001 - $15,000 |
8 | Bank of Montreal RRSP Mutual Fund: Mortgage & Short Term Inc Fund | Sale | 10/23/2023 | $1,001 - $15,000 |
9 | Bank of Montreal RRSP Mutual Fund: Canadian Equity ETF Fund | Sale | 10/23/2023 | $15,001 - $50,000 |
10 | Bank of Montreal RRSP Mutual Fund: Asset Allocation Fund | Sale | 10/23/2023 | $1,001 - $15,000 |
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 | 2 | The asset values listed for the underlying assets of this fund represent the estimated market values for the collective interest of myself and my spouse. They are based on the market value of each asset within the fund multiplied by the collective interest of myself and my spouse in the Retirement Fund (approximately 0.048%). The values have also been converted from Canadian $ to US $ using December 2023 exchange rate. |
5 | 2 | The reported value represents holdings in 401K, Roth IRA, SEP IRA and rollover IRA. |
5 | 6 | The underlying assets are reported in Section 2. See Endnote for Carleton University Retirement Plan for Section 2. |
5 | 8 | Includes holdings in SEP IRA and Roth IRA |
7 | 1 | This includes sale from both 401K and IRA accounts. |
7 | 3 | This includes both 401K and IRA holdings. |
7 | 5 | This includes sales from both 401K and IRA. |
7 | 6 | This includes holdings in both 401K and IRA. |
7 | 7 | Calculated based on Canadian $ exchange rate = 1.3717 |
7 | 8 | Calculated based on Canadian $ Exchange Rate = 1.3717. |
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