Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
City of New York, defined benefit plan
$15,001 - $50,000
None (or less than $201)
2
Northwestern Mutual IRA
2.1
SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$15,001 - $50,000
None (or less than $201)
2.3
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
$1,001 - $15,000
None (or less than $201)
2.4
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
2.5
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
2.6
iShares MSCI Eurozone ETF (EZU)
$1,001 - $15,000
None (or less than $201)
2.7
iShares Core Total USD Bond Market ETF (IUSB)
$15,001 - $50,000
None (or less than $201)
2.8
iShares Edge MSCI USA Value Factor ETF (VLUE)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined benefit plan.
6/2008

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
Deloitte Consulting (Consultant)
salary, bonus
2
Deloitte Pension, defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
401K (Deloitte)
$50,001 - $100,000
None (or less than $201)
3.1
Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX)
$1,001 - $15,000
3.2
Vanguard Institutional Total Bond Market Index Trust
$1,001 - $15,000
3.3
Vanguard Institutional Total International Stock Market Index
$1,001 - $15,000
3.4
Vanguard Institutional Total Stock Market Index Trust
$15,001 - $50,000
3.5
Vanguard Target Retirement 2050 Trust
$15,001 - $50,000
4
Spouse IRA
$100,001 - $250,000
None (or less than $201)
4.1
SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
2
Life insurance (Brent)
$1,001 - $15,000
Dividends
$201 - $1,000
3
Life insurance (SPC)
$1,001 - $15,000
Dividends
$201 - $1,000
4
Cap One Savings
$15,001 - $50,000
None (or less than $201)
5
Citi Savings
$1,001 - $15,000
None (or less than $201)
6
AmEx Savings
$1,001 - $15,000
None (or less than $201)
7
Citi Checking
$1,001 - $15,000
None (or less than $201)
8
Vanguard Money Market Account
$1,001 - $15,000
None (or less than $201)
9
529 College savings
$15,001 - $50,000
None (or less than $201)
10
Alphabet, Inc. (GOOG)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Great Lakes
$50,001 - $100,000
2017
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
I am vested in the New York City Employee Retirement System (NYCERS), but I am not making contributions at this time and neither is the City.
3
1
I am vested in the New York City Employee Retirement System (NYCERS), but I am not making contributions at this time and neither is the City.

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