Julius Goldberg-Lewis
Chief of Staff
Estimated Net Worth
  • estimated net worth
    $73 K - $275 K
Salary
  • salary
    Unknown
Employment
  • Started 10/01/2023

Financial Disclosure Details - OGE Form 278e (05/10/2023)

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
New York City Deferred Compensation 401(k) Plan
1.1
2055 Target Date Fund
$15,001 - $50,000
None (or less than $201)
1.2
Global Socially Responsible Index Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York City, New York
Funds are still in the 401(k) plan pending transfer to an IRA, no additional contributions
2/2017

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
AMGEN Inc
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
2
EBAY Inc.
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
3
KKR & Co INC
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
4
MATCH GROUP INC NEW
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
5
MICROSOFT CORP
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
6
PAYPAL HLDGS INC
$1,001 - $15,000
Dividends Capital Gains
None (or less than $201)
7
VIACOMCBS INC
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)
8
First Trust Clean Energy Portfolio, Series 1 (FCRHLX)
None (or less than $1,001)
None (or less than $201)
9
ARK Genomic Revolution ETF (ARKG)
None (or less than $1,001)
None (or less than $201)
10
ARK FINTECH INNOVATION ETF
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Microsoft Corp. (MSFT)
Sale
02/16/2022
$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
6
7
Stock transitioned to PARA

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