Observations
- Millionaire
Estimated Net Worth
- $2.8 M - $6.5 M
Salary
- Unknown
Records
- OGE Form 278t (05/29/2024)
- OGE Form 278e (05/10/2024)
- OGE Form 278t (02/14/2024)
- OGE Form 278t (02/07/2024)
- OGE Form 278t (12/21/2023)
- OGE Form 278t (11/17/2023)
- OGE Form 278t (11/08/2023)
- OGE Form 278t (07/18/2023)
- OGE Form 278t (07/13/2023)
- OGE Form 278e (05/12/2023)
- OGE Form 278t (01/12/2023)
- OGE Form 278t (12/23/2022)
- OGE Form 278t (06/28/2022)
- OGE Form 278e (05/06/2022)
- OGE Form 278t (01/12/2022)
- OGE Form 278t (01/04/2022)
- OGE Form 278t (10/15/2021)
- OGE Form 278t (06/29/2021)
- OGE Form 278t (06/01/2021)
- OGE Form 278e (04/29/2021)
- OGE Form 278t (12/10/2020)
- OGE Form 278t (11/25/2020)
- OGE Form 278e (06/09/2020)
- OGE Form 278t (11/15/2019)
- OGE Form 278t (06/26/2019)
- OGE Form 278e (05/14/2019)
- OGE Form 278t (07/10/2018)
- OGE Form 278t (04/03/2018)
- OGE Form 278t (12/12/2017)
- OGE Form 278t (08/14/2017)
Financial Disclosure Details - OGE Form 278e (05/10/2024)
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 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Undiscovered Managers Behavioral Value Fund Class R6 Shares (UBVFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
3 | Alger Small Cap Focus Fund Class Y Shares (AOFYX) | $50,001 - $100,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Weil, Gotshal & Manges | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/1983 |
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 | Rental residential real estate (Northeastham, MA) | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State of Israel Bonds | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank account #1 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
3 | U.S. bank account #2 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Vanguard 500 Index Fund (VFIAX) | $250,001 - $500,000 | $2,501 - $5,000 | |
5 | Janus Fund JANSX | $1,001 - $15,000 | $201 - $1,000 | |
6 | Powershares QQQ | $1,001 - $15,000 | $201 - $1,000 | |
7 | Vanguard International Growth Fund VWILX | $100,001 - $250,000 | $2,501 - $5,000 | |
8 | Vanguard Small-Cap Index Fund VSMAX | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | Vanguard 500 Index Fund Adm VFIAX | $100,001 - $250,000 | $2,501 - $5,000 | |
10 | U.S. bank account #3 (cash) | $250,001 - $500,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Intermediate-Term Bond Index Fund ETF Shares (BIV) | Sale | 01/10/2023 | $15,001 - $50,000 |
2 | iShares Core MSCI EAFE ETF (IEFA) | Sale | 01/10/2023 | $1,001 - $15,000 |
3 | JPMorgan Core Bond Fund Class I Shares (WOBDX) | Purchase | 01/12/2023 | $15,001 - $50,000 |
4 | Columbia Dividend Income Fund Institutional Class Shares (GSFTX) | Purchase | 01/12/2023 | $15,001 - $50,000 |
5 | Fidelity Advisor Short-Term Bond Fund (FBNIX) | Sale | 07/11/2023 | $15,001 - $50,000 |
6 | Fidelity Advisor Total Bond Fund Class I Shares (FEPIX) | Purchase | 07/11/2023 | $1,001 - $15,000 |
7 | DoubleLine Total Return Bond Fund (DBLTX) | Purchase | 07/11/2023 | $1,001 - $15,000 |
8 | State of Israel Bond | Purchase | 07/01/2023 | $15,001 - $50,000 |
9 | Vanguard International Dividend Growth Fund (VIDGX) | Purchase | 11/07/2023 | $50,001 - $100,000 |
10 | Koninklijke Philips N.V. NY Registry Shares (PHG) | Sale | 12/13/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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