Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.7 M
Salary
- Unknown
Employment
- Started 08/30/2021
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | New York City, New York | Chief Technology Officer | 8/2021 | |
2 | Highmount, New York | Treasurer | Present | |
3 | Washington, District of Columbia | member, board of directors | 8/2021 | |
4 | New York, New York | Adjunct Faculty | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | New York City Dept. of Transportation | Salary and final payout | $185,586 | |
2 | Little IRA | |||
2.1 | Bank IRA CD | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Bank IRA Money Market | $1,001 - $15,000 | None (or less than $201) | |
3 | Big 401K | |||
3.1 | Fidelity Government Cash Reserves (FDRXX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Dodge & Cox Balanced Fund (DODBX) | $250,001 - $500,000 | $15,001 - $50,000 | |
3.3 | Fidelity Balanced Fund (FBALX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | New York City Dept. of Transportation | |||
4.1 | 457 2010 Fund | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | New York, New York | I have not accepted any current or future teaching assignments. | 8/2021 | |
2 | New York, New York | I have not made additional contributions to this defined contribution plan after my separation. | 1/1990 | |
3 | New York, New York | I will continue to participate in this defined benefit plan. | 11/1996 |
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 | MTA New York City Transit | salary | ||
2 | 401(k) Account | |||
2.1 | CREF Growth R1 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | CREF Equity Index R1 | $50,001 - $100,000 | None (or less than $201) | |
2.3 | CREF Global Equities R1 | $1,001 - $15,000 | None (or less than $201) | |
2.4 | CREF Bond Market R1 | $15,001 - $50,000 | None (or less than $201) | |
2.5 | CREF Social Choice R1 | $1,001 - $15,000 | None (or less than $201) | |
3 | New York City Employee Retirement System, defined benefit plan (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Cash Accounts | $100,001 - $250,000 | None (or less than $201) | |
2 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
4 | Vanguard PRIMECAP Fund Admiral Shares (VPMAX) | $50,001 - $100,000 | $5,001 - $15,000 | |
5 | Vanguard Strategic Equity Fund Investor Class Shares (VSEQX) | $15,001 - $50,000 | $5,001 - $15,000 | |
6 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | Mid-Island Mortgage | $50,001 - $100,000 | 2007 | 30 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
1 | 4 | No current teaching. |
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