Observations
- Millionaire
Estimated Net Worth
- $11.9 M - $45.5 M
Salary
- Unknown
Employment
- Started 08/22/2022
Records
Financial Disclosure Details - OGE Form 278e (09/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Chestnut Fund | Boston, Massachusetts | Trustee | 8/2022 |
2 | Center for Community Self-Help | Durham, North Carolina | Senior Vice President | 8/2022 |
3 | The Rose Foundation | Boston, Massachusetts | Trustee | 8/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Self Help Credit Union IRA - Cash | $1,001 - $15,000 | None (or less than $201) | |
2 | Self Help Credit Union 403(b) | $500,001 - $1,000,000 | $15,001 - $50,000 | |
2.1 | Vanguard Growth Index Fund Institutional Class Shares (VIGIX) | $250,001 - $500,000 | $5,001 - $15,000 | |
2.2 | Vanguard Mid-Cap Growth Index Fund Admiral Class Shares (VMGMX) | $100,001 - $250,000 | $15,001 - $50,000 | |
2.3 | iShares MSCI EAFE International Index Fund Class K Shares (BTMKX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Self Help Credit Union 401(k) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.1 | Guaranteed Income Fund | $1,001 - $15,000 | $201 - $1,000 | |
3.2 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Value Index Fund Institutional Shares (VIVIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.4 | Vanguard Growth Index Fund Institutional Class Shares (VIGIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Self Help Credit Union | Durham, North Carolina | I will continue to partticipate in the 401(k) plan. The plan sponsor will not make further contributions after my separation. | 3/2019 |
2 | Self Help Credit Union | Durham, North Carolina | I will continue to partticipate in the 403(b) plan. The plan sponsor will not make further contributions after my separation | 3/1994 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Center for Community Self-Help | Durham, North Carolina | Senior Vice President, special projects and policy affecting low-wealth families. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | University of North Carolina | salary | ||
2 | University of North Carolina - 401(k) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.1 | Smallcap World Fund | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | The Investment Company of America | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fundamental Investors | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Europacific Coast Fund | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Growth Fund of America | $15,001 - $50,000 | $201 - $1,000 | |
3 | University of North Carolina - TIAA CREF | $500,001 - $1,000,000 | $1,001 - $2,500 | |
3.1 | TIAA Traditional | $100,001 - $250,000 | $201 - $1,000 | |
3.2 | $250,001 - $500,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State Employees' Credit Union - Cash Accounts | $15,001 - $50,000 | None (or less than $201) | |
2 | State Employee's Credit Union - Cash account | $1,001 - $15,000 | None (or less than $201) | |
3 | UGMA ACCOUNT (Custodian: Eric S. Stein). | $100,001 - $250,000 | Capital Gains Dividends Interest | $5,001 - $15,000 |
3.1 | Fidelity Institutional Money Market Treasury Only-Institutional Class FD 26432 | $1,001 - $15,000 | None (or less than $201) | |
3.2 | MFS INSTL International Equity | $15,001 - $50,000 | $1,001 - $2,500 | |
3.3 | Vanguard Tax-Managed Capital Appreciation Fund | $50,001 - $100,000 | $1,001 - $2,500 | |
3.4 | Vanguard Emerging Markets Fund | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | FPA Crescent Fund | $1,001 - $15,000 | $1,001 - $2,500 | |
3.6 | Vanguard Inter-Term Tax Exempt | $1,001 - $15,000 | $201 - $1,000 | |
4 | Eric S. Stein 2004 Management Trust | $5,000,001 - $25,000,000 | Capital Gains Dividends Interest | $100,001 - $1,000,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 2 | Custodian does not provide detailed information regarding income. |
2 | 3 | Custodian does not provide detailed information regarding income. |
5 | 2 | Custodian does not provide detailed information regarding income. |
5 | 3 | Custodian does not provide detailed information regarding income. |
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