Estimated Net Worth
- $664 K - $1.9 M
Salary
- Unknown
Employment
- Started 04/11/2021
Records
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Deputy Bureau Chief, Senior Trial Counsel | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Capital World Growth & Income Fund Class A Shares (CWGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Growth Fund of America Class A Shares (AGTHX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2 | IRA | |||
2.1 | American Funds Bond Fund of America A (ABNDX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Capital World Growth & Income Fund Class A Shares (CWGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | American Funds Fundamental Investors Class A Shares (ANCFX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Intermediate Bond Fund of America Class A Shares (AIBAX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $1,001 - $15,000 | None (or less than $201) | |
3 | New York State Office of the Attorney General |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York City, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2018 |
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 | New York City department of Education | salary | ||
2 | Delaware Ivy High Income Fund Class A Shares (WHIAX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | IRA | |||
3.1 | American Funds Bond Fund of America A (ABNDX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Capital World Growth & Income Fund Class A Shares (CWGIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | American Funds Fundamental Investors Class A Shares (ANCFX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Intermediate Bond Fund of America Class A Shares (AIBAX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $1,001 - $15,000 | None (or less than $201) | |
4 | New York City Department of Education | |||
4.1 | Tax deferred annuity program balance (fixed return fund) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | None (or less than $1,001) | $100,001 - $1,000,000 | |
2 | Vanguard UTMA Brokerage Account - VASGX | $50,001 - $100,000 | $201 - $1,000 | |
3 | Vanguard UTMA Brokerage Account - VASGX | $50,001 - $100,000 | $201 - $1,000 | |
4 | NY 529 Direct Plan #1 | |||
4.1 | Moderate Age-Based Option | $50,001 - $100,000 | None (or less than $201) | |
5 | NY 529 Direct Plan #2 | |||
5.1 | Moderate Age-Based Option | $50,001 - $100,000 | None (or less than $201) | |
6 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
7 | U.S. bank #2 (cash) | $1,001 - $15,000 | $201 - $1,000 | |
8 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | Sale | 04/20/2021 | $250,001 - $500,000 |
2 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | Purchase | 04/20/2021 | $15,001 - $50,000 |
3 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | Purchase | 04/20/2021 | $15,001 - $50,000 |
4 | Vanguard International Value Fund Investor Shares (VTRIX) | Purchase | 11/02/2021 | $1,001 - $15,000 |
5 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | Purchase | 04/20/2021 | $1,001 - $15,000 |
6 | VanguardEmerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | Purchase | 11/01/2021 | $1,001 - $15,000 |
7 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | Purchase | 11/01/2021 | $1,001 - $15,000 |
8 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | Purchase | 11/01/2021 | $1,001 - $15,000 |
9 | Vanguard Value Index Fund Admiral Shares (VVIAX) | Purchase | 11/01/2021 | $1,001 - $15,000 |
10 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Purchase | 11/01/2021 | $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 |
|---|---|---|
5 | 2 | As the result of Macquarie Asset Management acquisition of Waddell & Reed Financial, all Ivy Funds were co-branded with the Delaware name, effective July 1, 2021. |
6 | 1 | Sold 4/20/21 |
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