Observations
- Millionaire
Estimated Net Worth
- $4.5 M - $10.2 M
Salary
- Unknown
Employment
- Started 12/16/2021
Records
Financial Disclosure Details - OGE Form 278e (07/25/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | New York, New York | Member, Board of Directors (unpaid ex officio) | Present | |
2 | New York, New York | Member, Board of Directors (unpaid ex officio) | Present | |
3 | New York, New York | Member, Board of Directors (unpaid ex officio) | Present | |
4 | New York, New York | Member, Board of Directors (unpaid ex officio) | Present | |
5 | New York, New York | Member, Board of Directors (unpaid ex officio) | Present | |
6 | New York, New York | Director | Present | |
7 | New York, New York | Chair | Present | |
8 | New York, New York | Probate Administrator (unpaid) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | NYC Department of City Planning (Salary) | Gross Salary | $378,903 | |
2 | NYC 457 (Defined Contribution Plan) | |||
2.1 | 2025 Fund | $100,001 - $250,000 | None (or less than $201) | |
3 | Brokerage #3 (Roth IRA) | |||
3.1 | Fidelity Balanced Fund (FBALX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Fidelity Government Money Market Fund (SPAXX) | None (or less than $1,001) | None (or less than $201) | |
4 | Brokerage #5 (IRA) | |||
4.1 | Fidelity Capital & Income Fund (FAGIX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Fidelity Contrafund (FCNTX) | $250,001 - $500,000 | None (or less than $201) | |
4.3 | Fidelity Equity-Income Fund (FEQIX) | $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 | Pursuant to the terms of the plan, my interest in this plan is unvested until such time as I have 10 years of creditable service with the State of New York or the City of New York. My interest is currently unvested pending assessment of whether my previous and current service will be credited. I will continue to participate in this plan. | 10/1983 | |
2 | Albany, New York | Pursuant to the terms of the plan, my interest in this plan is unvested until such time as I have 10 years of creditable service with the State of New York or the City of New York. My interest is currently unvested pending assessment of whether my previous and current service will be credited. I will continue to participate in this plan. | 9/2008 | |
3 | New York, New York | I will continue to participate in this defined contribution plan, but the city will cease making contributions upon my separation. | 3/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
1 | New York, New York | Director of the approximately 300 person planning agency for the nation’s largest city. Chair of the 13-member City Planning Commission, which is responsible for adopting all changes to the City’s Zoning Resolution. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Brokerage #4 (Spouse 401k) | |||
1.1 | Fidelity Balanced Fund (FBALX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Fidelity Government Cash Reserves (FDRXX) | None (or less than $1,001) | None (or less than $201) | |
2 | Brokerage #6 (Spouse IRA) | |||
2.1 | Fidelity Capital & Income Fund (FAGIX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Fidelity Growth Company Fund (FDGRX) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Fidelity Equity-Income Fund (FEQIX) | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Fidelity Low-Priced Stock Fund (FLPSX) | $250,001 - $500,000 | None (or less than $201) | |
2.5 | Fidelity Short Duration High Income Fund (FSAHX) | $250,001 - $500,000 | None (or less than $201) | |
2.6 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. Bank #1 (Cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
2 | Boston, MA Parking Spaces (Residential Real Estate) | $100,001 - $250,000 | Rent or Royalties | $1,001 - $2,500 |
3 | Personal Loan to Family Member | $50,001 - $100,000 | Interest | $5,001 - $15,000 |
4 | Family Trust #1 - Excepted Trust | None (or less than $201) | ||
5 | Family Trust #2 - Excepted Trust | None (or less than $201) | ||
6 | NY 529 #2 (College Savings Plan) | |||
6.1 | Conservative Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | NY 529 #3 (College Savings Plan) | |||
7.1 | Conservative Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
8 | Brokerage #1 (Taxable Account) |
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 |
---|---|---|
1 | 1 | Start date is estimated. The position is unpaid and held ex officio as part of my job as either “Director, NYC Department of City Planning”(DCP) or “Chair, NYC City Planning Commission”. Although I hold the position, I rarely participate in the organization myself, but instead designate DCP staff members to represent me. |
1 | 2 | Start date is estimated. The position is unpaid and held ex officio as part of my job as either “Director, NYC Department of City Planning”(DCP) or “Chair, NYC City Planning Commission”. Although I hold the position, I rarely participate in the organization myself, but instead designate DCP staff members to represent me. |
1 | 3 | Start date is estimated. The position is unpaid and held ex officio as part of my job as either “Director, NYC Department of City Planning”(DCP) or “Chair, NYC City Planning Commission”. Although I hold the position, I rarely participate in the organization myself, but instead designate DCP staff members to represent me. |
1 | 4 | Start date is estimated. The position is unpaid and held ex officio as part of my job as either “Director, NYC Department of City Planning”(DCP) or “Chair, NYC City Planning Commission”. Although I hold the position, I rarely participate in the organization myself, but instead designate DCP staff members to represent me. |
1 | 5 | Start date is estimated. The position is unpaid and held ex officio as part of my job as either “Director, NYC Department of City Planning”(DCP) or “Chair, NYC City Planning Commission”. Although I hold the position, I rarely participate in the organization myself, but instead designate DCP staff members to represent me. |
2 | 5 | I am currently not vested in this plan. |
2 | 6 | I am currently not vested in this plan. |
6 | 4 | Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2). |
6 | 5 | Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2). |
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