Estimated Net Worth
  • estimated net worth
    $125 K - $528 K
Salary
  • salary
    Unknown
Employment
  • Started 09/01/2023

Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
Raytheon Technologies Corp (RTX) Stock
$1,001 - $15,000
None (or less than $201)
2
Carrier Stock
$1,001 - $15,000
None (or less than $201)
3
Otis Worldwide Corp Stock
$1,001 - $15,000
None (or less than $201)
4
Raytheon Employee Savings 401K
4.1
Target Retirement 2040 fund
$1,001 - $15,000
None (or less than $201)
4.2
Equity Fund (S&P 500)
$1,001 - $15,000
None (or less than $201)
5
BSA Software Alliance 401K
5.1
Principal LifeTime 2040 Fund Institutional Class Shares (PTDIX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Raytheon Technologies Corp (formerly UTC)
Hartford, Connecticut
Pursuant to former employment at UTC (since merged with Raytheon in 2020 and now, Raytheon Technologies), I hold a 401(K) investment.
5/2003
2
BSA | The Software Alliance
Washington, District of Columbia
Pursuant to former employment at BSA, I hold a 401K investment.
9/2017

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
City of Pittsfield, MA (FICA Alternative Benefit Plan)
$1,001 - $15,000
None (or less than $201)
2
Roth IRA
2.1
EuroPacific Growth Fund
$1,001 - $15,000
None (or less than $201)
2.2
Growth Fund of America - class A
$1,001 - $15,000
None (or less than $201)
3
UTMA Custodial Accounts
3.1
Blackrock Equity Dividend Fund Class C
$1,001 - $15,000
$1,001 - $2,500
3.2
Hartford Growth Opportunities Fund Class A M/F
$50,001 - $100,000
$5,001 - $15,000
3.3
Hartford Healthcare Fund Class A M/F
$1,001 - $15,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union (cash)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. bank #2
$15,001 - $50,000
None (or less than $201)
4
U.S. credit union #2
None (or less than $1,001)
Interest
None (or less than $201)
5
Virginia 529 - College Savings Plan
5.1
2030 Portfolio
$1,001 - $15,000
None (or less than $201)
5.2
2024 Portfolio
$1,001 - $15,000
None (or less than $201)
5.3
ESG Core Equity
$1,001 - $15,000
None (or less than $201)
6
Virginia 529 - College Savings Plan
6.1
2033 Portfolio
$1,001 - $15,000
None (or less than $201)

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
5
1
Tax Deferred Retirement Plan for seasonal, part-time and/or temporary employee that replaces Social Security. Vested Cash Contributions, Accounts Receivable
5
3
My spouse is the guardian on two UTMA accounts set up for our children. the capital gains distributions on these accounts for 2022 was in the amount of $1,552.84

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