Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Started 08/01/2021
Financial Disclosure Details - OGE Form 278e
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 | (IRA) Fidelity Roth IRA | |||
1.1 | (Stock) msft-Microsoft Corp | $1,001 - $15,000 | Dividends | None (or less than $201) |
1.2 | (ETF) rsp-Invesco S&P500 Equal Weight | $1,001 - $15,000 | None (or less than $201) | |
1.3 | (Mutual Fund) thopx-Thompson Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
1.4 | (Mutual Fund) wamvx-Wasatch Micro Cap Value | $1,001 - $15,000 | None (or less than $201) | |
1.5 | (ETF) RHS-S&P 500 EW Consumer Staples Invesco ETF | $1,001 - $15,000 | None (or less than $201) | |
1.6 | (ETF) FVAL-Fidelity Value Factor ETF | $1,001 - $15,000 | None (or less than $201) | |
1.7 | (ETF) RTM-S&P 500 EW Materials Invesco ETF | $1,001 - $15,000 | None (or less than $201) | |
1.8 | (ETF) STIP-0-5 Year TIPS Bond Ishares ETF | $1,001 - $15,000 | None (or less than $201) | |
1.9 | (Stock) OTTR-Otter Tail Corp | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | West Hartford, CT, US | Employer no longer contributes to my Tier IV Defined Contribution Plan. | 07/2019 |
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 | (S) (Pension) Maryland State Retirement and Pension Montgomery County Public Schools | value not readily ascertainable | None (or less than $201) | |
2 | (S) (Pension) Connecticut State Retirement & Pension Trust Funds West Hartford Public Schools | value not readily ascertainable | None (or less than $201) | |
3 | (S) (Spouse EI) West Hartford Public Schools West Hartford, CT, US |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (S) (IRA) Fidelity Roth IRA | |||
1.1 | (Mutual Fund) FSPTX-Fidelity Select Technology | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | (Cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | (S) (IRA) Fidelity Traditional IRA | |||
2.1 | (Cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | (DC) (College Savings Plan (529 Plan)) CHET | |||
3.1 | (Other) CT Total Market Index | $1,001 - $15,000 | None (or less than $201) | |
3.2 | (Other) CT Aggressive Growth | $1,001 - $15,000 | None (or less than $201) | |
4 | (DC) (College Savings Plan (529 Plan)) CHET | |||
4.1 | (Other) CT Aggressive Growth | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | IEDI - US Discretionary Spending Ishares Evolved ETF | sale | 11/24/2023 | $1,001 - $15,000 |
2 | IVV - S&P 500 Ishares Core ETF | purchase | 11/24/2023 | $1,001 - $15,000 |
3 | JPM - JP Morgan Chase & Company | purchase | 11/24/2023 | $1,001 - $15,000 |
4 | RGI - S&P 500 EW Industrials Invesco ETF | purchase | 11/24/2023 | $1,001 - $15,000 |
5 | RSP - S&P 500 EW Invesco ETF | sale | 11/24/2023 | $1,001 - $15,000 |
6 | RTM - S&P 500 EW Materials Invesco ETF | sale | 11/24/2023 | $1,001 - $15,000 |
7 | SSTK - Shutterstock Inc | sale | 11/24/2023 | $1,001 - $15,000 |
8 | TGNA - Tegna Inc | sale | 11/24/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Hyundai Motor Finance; Fountain Valley, CA, US | $15,001 - $50,000 | 2023 | 60 Monts |
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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