Estimated Net Worth
- $843 K - $2.0 M
Salary
- Unknown
Employment
- Started 09/08/2022
Records
Financial Disclosure Details - OGE Form 278e (09/22/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fremont, California | Technical Advisory Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Yale University 403(b) | |||
1.1 | Vanguard Real Estate Index Fund Institutional Shares (VGSNX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | TIAA Traditional, fixed annuity | $100,001 - $250,000 | None (or less than $201) | |
1.4 | Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares (VEMRX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New Haven, Connecticut | I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation. | 9/1995 |
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 | DXNow Inc. (Novel devices for use in assisted reproductive technology procedures) | salary & severance | ||
2 | Lifeline Cell Technology LLC (Stem cells and reagents) | salary | ||
3 | Connecticut Teachers' Retirement Board (defined benefit pension) | $15,001 - $50,000 | None (or less than $201) | |
4 | DXNow Inc. 401(k) | |||
4.1 | Vanguard Target Retirement 2025 Fund (VTTVX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Tetracore Inc. 401(k) | |||
5.1 | Fidelity Freedom 2025 Fund (FFTWX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US credit union #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | US bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | US credit union # 2 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | Brokerage account: | |||
4.1 | Invesco Diversified Dividend Fund Class A (LCEAX) | $15,001 - $50,000 | $201 - $1,000 | |
4.2 | Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class A (MSEGX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4.3 | Invesco Equally-Weighted S&P 500 Fund Class A (VADAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4.4 | Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Delaware Life, Fixed Annuity | $15,001 - $50,000 | Interest | $201 - $1,000 |
4.6 | Dell Technologies, Inc. (DELL) | $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 | PNC Bank | $100,001 - $250,000 | 2013 | 15 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | This is a planned (i.e. not yet commenced) un-compensated, non-fiduciary technical outside activity approved by DOE OGC. |
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