Observations
- Lobbyist
Estimated Net Worth
- $987 K - $2.2 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 | Credit Union National Association 401k | |||
1.1 | CUNA Mutual Trustee Diversified Equity Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | Rutgers University 401k | |||
2.1 | CREF Stock R3 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | CREF Growth R3 | $15,001 - $50,000 | None (or less than $201) | |
2.3 | CREF Global Equities R3 | $1,001 - $15,000 | None (or less than $201) | |
2.4 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
2.5 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
3 | Fidelity IRA | Cash distribution | $200,000 | |
3.1 | Fidelity Government Money Market Fund (SPAXX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2020 | |
2 | New Brunswick, New Jersey | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2005 |
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 | The Hershey Co. Stock | $500,001 - $1,000,000 | None (or less than $201) | |
2 | The Hershey Co. | Salary and Bonus | ||
3 | The Hershey Co. 401k | |||
3.1 | Vanguard Target Retire 2035 Tr 1 | $250,001 - $500,000 | None (or less than $201) | |
4 | The J. M. Smucker Co. (SJM) | Salary and Bonus |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Maryland 529 College Savings Plan | |||
1.1 | Portfolio 2024 | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Portofolio 2027 | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA Whole Life | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank (Cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | U.S. credit union (Cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Hershey Stock | Sale | 02/24/2022 | $250,001 - $500,000 |
2 | Hershey Stock | Sale | 05/05/2022 | $50,001 - $100,000 |
3 | The Hershey Co. (HSY) | Sale | 07/29/2022 | $1,001 - $15,000 |
4 | The Hershey Co. (HSY) | Sale | 08/30/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Express | $15,001 - $50,000 | 2020 | Revolving |
2 | Prosperity Home Mortgage | $500,001 - $1,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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