Observations
- Millionaire
Estimated Net Worth
- $16.4 M - $36.0 M
Salary
- Unknown
Employment
- Started 11/03/2021
Financial Disclosure Details - OGE Form 278e (03/19/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | GiveDirectly | New York, New York | Chief Operating Officer | 1/2020 |
2 | Trilantic Capital Partners | New York, New York | Advisory Board member | 6/2019 |
3 | Friends Academy | Locust Valley, New York | Chair of Finance Committee | 9/2020 |
4 | National Outdoor Leadership School | Lander, Wyoming | Board member and Vice Chair | Present |
5 | Washington, District of Columbia | Team Lead for USUN Review Team | 1/2021 | |
6 | Association of Marshall Scholars | New York, New York | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | GiveDirectly | Salary/Bonus | $44,966 | |
2 | McKinsey & Co. Retirement Plan | |||
2.1 | McKinsey Profit Sharing Retirement Plan Passive US Equities | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | McKinsey Profit Sharing Retirement Plan Passive Non-US Equities | $250,001 - $500,000 | None (or less than $201) | |
2.3 | McKinsey Profit Sharing Retirement Plan Passive US Bonds | $100,001 - $250,000 | None (or less than $201) | |
2.4 | McKinsey Money Purchase Pension Plan Passive US Equities | $100,001 - $250,000 | None (or less than $201) | |
2.5 | McKinsey Money Purchase Pension Plan Non-US Equities | $50,001 - $100,000 | None (or less than $201) | |
2.6 | McKinsey Money Purchase Pension Plan Passive US Bonds | $50,001 - $100,000 | None (or less than $201) | |
3 | Rollover IRA (formerly with TIAA-CREF from my time employed by CFR) | |||
3.1 | Vanguard Total Bond Market Index Fund | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/1992 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | GiveDirectly | New York, New York | Provided leadership and strategy; oversaw the development of partnerships. |
2 | Trilantic Capital Partners | New York, New York | Attended Advisory Board meetings and provided professional advice |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Hospital For Special Surgery (Faculty) | salary | ||
2 | Sterling Mets (Dr. Coleman is the team physician for the NY Mets) | salary | ||
3 | Cymedica Orthopedics (a medical brace company) | Over $1,000,000 | None (or less than $201) | |
4 | PNA Associates LP | Dividends | $15,001 - $50,000 | |
4.1 | Building in Philadelphia Naval Yards that houses the Vincera Surgery Center | Over $1,000,000 | ||
5 | PNA Investors LLC (value not readily ascertainable) | Dividends | $2,501 - $5,000 | |
5.1 | Building in Philadelphia Naval Yards that houses the Vincera Surgery Center | Over $1,000,000 | ||
6 | Vincera Institute ASC (ambulatory surgery center in Philadelphia) | $100,001 - $250,000 | Dividends | $15,001 - $50,000 |
7 | Stryker Corporation - Endoscopy Division | consulting fees | ||
8 | Struan H. Coleman MD LLC (Orthopedic practice) | Over $1,000,000 | LLC Distribution |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Apple, Inc. (AAPL) | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
1.2 | Edwards Lifesciences Corp. (EW) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Facebook, Inc. (FB) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Alphabet, Inc. (GOOGL) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Microsoft Corp. (MSFT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.6 | NextEra Energy, Inc. (NEE) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.7 | PayPal Holdings, Inc. (PYPL) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Visa, Inc. (V) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
1.9 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $500,001 - $1,000,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PHH Mortgage | $250,001 - $500,000 | 2003 | 20 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 3 | Filer's spouse owns 5.25% of the company valued at over $1M. |
5 | 6 | Filer's spouse owns 10% of the company. |
6 | 13 | Seahunter, Inc is a corporation set up to provide support to cultivation, processing and retailing of cannabis. |
8 | 1 | Home has an adjustable rate mortgage which is Libor plus 100 basis points. |
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