Lori Ehrlich
Regional Administrator (Region I Boston)
Observations
- Millionaire
Estimated Net Worth
- $3.8 M - $11.7 M
Salary
- Unknown
Employment
- Started 01/31/2022
Financial Disclosure Details - OGE Form 278e (03/22/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Boston, Massachusetts | State Representative | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Commonwealth of Massachusetts, defined benefit plan | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA #3 | |||
2.1 | Cash | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Amazon | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Apple | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Astrazeneca | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Columbia Large Cap Value | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Eaton Corp | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Lockheed Martin | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Microsoft | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make contributions after my separation. | 3/2008 | |
2 | Boston, Massachusetts | I will continue to participate in this defined benefit plan. | 3/2008 |
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 | Certified Financial Advisor Sole Proprietor | $100,001 - $250,000 | None (or less than $201) | |
2 | IRA #4 | |||
2.1 | Cash | $500,001 - $1,000,000 | None (or less than $201) | |
2.2 | Anheuser Busch | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Anixa Biosciences | $1,001 - $15,000 | None (or less than $201) | |
2.4 | AstraZeneca | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Walt Disney | $15,001 - $50,000 | None (or less than $201) | |
2.6 | DraftKings | $1,001 - $15,000 | None (or less than $201) | |
2.7 | InvestcoQQQ | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Mitsubishi Electric | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. bank #1 (Cash) | $500,001 - $1,000,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Abbott Laboratories (ABT) | $1,001 - $15,000 | None (or less than $201) | |
4 | Alliant Energy Corp. (LNT) | $15,001 - $50,000 | None (or less than $201) | |
5 | Altria Group, Inc. (MO) | $15,001 - $50,000 | None (or less than $201) | |
6 | Ameriprise Financial, Inc. (AMP) | $15,001 - $50,000 | None (or less than $201) | |
7 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
8 | Berkshire Hathaway Inc. (BRKB) | $15,001 - $50,000 | None (or less than $201) | |
9 | CVS Health Corp. (CVS) | $1,001 - $15,000 | None (or less than $201) | |
10 | Chevron Corp. (CVX) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Common Stock ABNB | Purchase | 05/02/2022 | $15,001 - $50,000 |
2 | UnitedHealth Group, Inc. (UNH) | Sale | 06/21/2022 | $15,001 - $50,000 |
3 | Eli Lilly & Co. (LLY) | Purchase | 02/27/2023 | $15,001 - $50,000 |
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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