Estimated Net Worth
- $765 K - $2.5 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/11/2023)
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 | RI Tax Deferred Annuity Plan | |||
1.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
1.2 | College Retirement Equities Fund - CREF Stock Account (QCSTPX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | College Retirement Equities Fund - CREF Growth Account (QCGRPX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | College Retirement Equities Fund - CREF Global Equities Account (QCGLPX) | $1,001 - $15,000 | None (or less than $201) | |
2 | American Funds 2035 Target Date Retirement Fund Class R2 Shs (RBFTX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Levy and Blackman, LLP (law firm) | partnership share | ||
2 | Jeff Levy SEP IRA | |||
2.1 | Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Advisor Health Care Fund Class A Shares (FACDX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | New Perspective Fund Class A Shares (ANWPX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Cash | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Fidelity Advisor Growth Opportunities Fund Class A Shares (FAGAX) | $1,001 - $15,000 | ||
3 | JEFF ROLLOVER IRA | |||
3.1 | Cash | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
2 | Fidelity Balanced Fund (FBALX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity Four-in-One Index Fund (FFNOX) | $50,001 - $100,000 | None (or less than $201) | |
4 | AbbVie, Inc. (ABBV) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
5 | Atlassian Corporation Plc (TEAM) | $1,001 - $15,000 | None (or less than $201) | |
6 | Berkshire Hathaway Inc. (BRKB) | $15,001 - $50,000 | None (or less than $201) | |
7 | The Coca-Cola Co. (KO) | $15,001 - $50,000 | None (or less than $201) | |
8 | Danaher Corp. (DHR) | $50,001 - $100,000 | None (or less than $201) | |
9 | Dominion Energy, Inc. (D) | $1,001 - $15,000 | None (or less than $201) | |
10 | Eaton Corp. Plc (ETN) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Blackstone Inc. Common Stock (BX) | Sale | 07/07/2022 | $15,001 - $50,000 |
2 | Cisco Systems, Inc. (CSCO) | Sale | 07/07/2022 | $1,001 - $15,000 |
3 | Medtronic Plc (MDT) | Sale | 07/07/2022 | $1,001 - $15,000 |
4 | Trinity Industries, Inc. (TRN) | Sale | 07/07/2022 | $1,001 - $15,000 |
5 | Apple, Inc. (AAPL) | Sale | 02/07/2023 | $15,001 - $50,000 |
6 | Apple, Inc. (AAPL) | Sale | 01/04/2023 | $1,001 - $15,000 |
7 | Dominion Energy, Inc. (D) | Sale | 02/07/2023 | $1,001 - $15,000 |
8 | Danaher Corp. (DHR) | Sale | 01/04/2023 | $1,001 - $15,000 |
9 | salesforce.com, inc. (CRM) | Sale | 01/04/2023 | $1,001 - $15,000 |
10 | Apple, Inc. (AAPL) | Sale | 04/04/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | EdFinancial Services | $10,001 - $15,000 | 2019 | In deferment |
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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