Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $5.2 M
Salary
- $183 K
Employment
- Started 11/01/2023
Records
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Chief Operating Officer and Partner | 2/2021 | |
2 | Andover, Massachusetts | Select Board Member | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | HqO, Inc. | Salary/Bonus | $68,221 | |
2 | Town of Andover | Salary | $231 | |
3 | HqO, Inc. incentive stock options | $100,001 - $250,000 | Capital Gains | $100,001 - $1,000,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | Incentive stock options (see Part 2) | 12/2018 |
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 | Open Text, Inc. | salary, bonus | ||
2 | Open Text, Inc. incentive stock options (value not readily ascertainable) | None (or less than $201) | ||
3 | Open Text 401K | |||
3.1 | FIAM Index Target Date 2055 T | $15,001 - $50,000 | None (or less than $201) | |
4 | OpenText ESPP | $1,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA Daniel A. Koh (Roth) | |||
1.1 | Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares 1-3 Year Treasury Bond ETF (SHY) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | TIAA-CREF Core Impact Bond Fund Institutional Class (TSBIX) | None (or less than $1,001) | None (or less than $201) | |
1.5 | Bank of America Money Market Savings Account | $1,001 - $15,000 | None (or less than $201) | |
1.6 | ColumbiaGlobal Technology Growth Fund Institutional Class Shares (CMTFX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Expanded Tech Sector ETF (IGM) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Permanent Portfolio Class I Shares (PRPFX) | Purchase | 03/22/2021 | $1,001 - $15,000 |
2 | PIMCO CommodityRealReturn Strategy Fund Institutional Class -PCRIX | Purchase | 03/22/2021 | $1,001 - $15,000 |
3 | ARK Genomic Revolution ETF (ARKG) | Purchase | 03/23/2021 | $1,001 - $15,000 |
4 | FedEx Corporation - FDX | Purchase | 03/23/2021 | $1,001 - $15,000 |
5 | IBM, Inc. (IBM) | Purchase | 03/23/2021 | $1,001 - $15,000 |
6 | nvesco FTSE RAFI US 1000 ETF -PRF | Purchase | 03/23/2021 | $1,001 - $15,000 |
7 | iShares PHLX Semiconductor ETF (SOXX) | Purchase | 03/23/2021 | $1,001 - $15,000 |
8 | iShares TIPS Bond ETF (TIP) | Purchase | 03/23/2021 | $1,001 - $15,000 |
9 | Technology Select Sector SPDR Fund (XLK) | Sale | 03/23/2021 | $1,001 - $15,000 |
10 | Alphabet, Inc. (GOOG) | Sale | 04/12/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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