Observations
- Millionaire
Estimated Net Worth
- $2.4 M - $5.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/22/2024)
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 | Roth IRA - Vanguard Target Ret 2040 (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
2 | Traditional IRA -Vanguard Target Ret 2040 (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
3 | State of New York Voluntary Defined Contribution Program -TIAA Access Lifecycle Fund 2040 T1 (W144#) | $250,001 - $500,000 | None (or less than $201) | |
4 | New York State Deferred Compensation Plan | |||
4.1 | International Equity Fund (IEFAX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | NYSDCB Equity Index Unitized Account (NYSDCINDX) | $50,001 - $100,000 | None (or less than $201) | |
4.3 | NYSDCB Russell 2500 Index Unitized Account (NYSDCR25) | $50,001 - $100,000 | None (or less than $201) | |
4.4 | NYSDCB US Debt Index Unitized Account (NYSDCDEBT) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Vanguard(R) Wellington(TM) Fund - Admiral(TM) Shares (VWENX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | State of New York Voluntary Defined Contribution Program -TIAA Access Lifecycle Fund 2040 T1 (W144#) | I continue to participate in this defined contribution plan. The plan sponsor has and will not make further contributions now that I have separated. | 6/2014 | |
2 | New York State Deferred Compensation Plan | I continue to participate in this deferred compensation plan. The plan sponsor has and will not make further contributions now that I have separated. | 6/2014 |
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 | Roth IRA - Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Traditional IRA -- Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Brooklyn Law School Defined Contribution Plan - TIAA-CREF Lifecycle 2045 Fund Institutional Class Shares (TTFIX) | $250,001 - $500,000 | None (or less than $201) | |
4 | Brooklyn Law School Tax Deferred Annuity Plan - TIAA-CREF Lifecycle 2045 Fund Institutional Class Shares (TTFIX) | $250,001 - $500,000 | None (or less than $201) | |
5 | Brooklyn Law School | salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. bank account #2 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
3 | NY 529 college savings account - Vanguard developed markets index fund | $50,001 - $100,000 | None (or less than $201) | |
4 | NY 529 college savings account - Vanguard growth index fund | $100,001 - $250,000 | None (or less than $201) | |
5 | NY 529 college savings account - Vanguard value index fund | $50,001 - $100,000 | None (or less than $201) | |
6 | NY 529 college savings account - Vanguard small cap index fund | $50,001 - $100,000 | None (or less than $201) | |
7 | U.S. brokerage account #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
8 | American Funds Bond Fund of America F2 (ABNFX) | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Emerging Markets Value Portfolio Institutional Class Shares (DFEVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | DFAGlobal Real Estate Securities Portfolio (DFGEX) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | US Vector Equity Portfolio Institutional Class Shares (DFVEX) | Purchase | 12/14/2022 | $1,001 - $15,000 |
2 | Capital Group Dividend Value ETF Share Class (CGDV) | Purchase | 05/28/2023 | $15,001 - $50,000 |
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 |
|---|---|---|
6 | 23 | Prior annual report should have valued this as none. It was sold in CY 2022. |
7 | 1 | Inadvertently left off prior annual report. |
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