Observations
- Millionaire
Estimated Net Worth
- $6.0 M - $15.4 M
Salary
- Unknown
Employment
- Started 12/28/2021
Financial Disclosure Details - OGE Form 278e (04/01/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Probate Administrator (unpaid) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Brokerage #3 (Roth IRA) | |||
1.1 | Fidelity Balanced Fund (FBALX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Fidelity Government Money Market Fund (SPAXX) | None (or less than $1,001) | None (or less than $201) | |
2 | Brokerage #5 (IRA) | |||
2.1 | Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Fidelity NASDAQ Composite Index Fund (FNCMX) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Fidelity ZERO Large Cap Index Fund (FNILX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | $250,001 - $500,000 | None (or less than $201) | |
2.5 | Fidelity Government Money Market Fund (SPAXX) | None (or less than $1,001) | None (or less than $201) | |
2.6 | USAA Nasdaq-100 Index Fund (USNQX) | $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. | 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. | 9/2008 |
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 | Brokerage #4 (Spouse 401k) | |||
1.1 | Fidelity Balanced Fund (FBALX) | $250,001 - $500,000 | 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 Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX) | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Fidelity NASDAQ Composite Index Fund (FNCMX) | $250,001 - $500,000 | None (or less than $201) | |
2.3 | Fidelity ZERO Large Cap Index Fund (FNILX) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | $250,001 - $500,000 | None (or less than $201) | |
2.5 | Fidelity Government Money Market Fund (SPAXX) | None (or less than $1,001) | None (or less than $201) | |
2.6 | USAA Nasdaq-100 Index Fund (USNQX) | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Cash) | |||
1.1 | Checking | $100,001 - $250,000 | Interest | None (or less than $201) |
1.2 | CD #1 | None (or less than $1,001) | Interest | $1,001 - $2,500 |
1.3 | CD #2 | $1,001 - $15,000 | Interest | $201 - $1,000 |
1.4 | CD #3 | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | Personal Loan to Family Member | $50,001 - $100,000 | Interest | $2,501 - $5,000 |
3 | Family Trust #1 - Excepted Trust | None (or less than $201) | ||
4 | Family Trust #2 - Excepted Trust | None (or less than $201) | ||
5 | NY 529 #2 (College Savings Plan), no remaining assets | None (or less than $1,001) | Cash Distribution | $45,174 |
6 | NY 529 #3 (College Savings Plan) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | Sale | 03/15/2023 | $100,001 - $250,000 |
2 | Fidelity Limited Term Municipal Income Fund (FSTFX) | Purchase | 03/23/2023 | $50,001 - $100,000 |
3 | Fidelity ZERO Large Cap Index Fund (FNILX) | Purchase | 06/28/2023 | $50,001 - $100,000 |
4 | Fidelity Limited Term Municipal Income Fund (FSTFX) | Purchase | 06/28/2023 | $50,001 - $100,000 |
5 | Fidelity Limited Term Municipal Income Fund (FSTFX) | Purchase | 06/28/2023 | $100,001 - $250,000 |
6 | Fidelity Advisor Strategic Income Fund (FADMX) | Sale | 06/28/2023 | $50,001 - $100,000 |
7 | Fidelity Equity-Income Fund (FEQIX) | Sale | 06/28/2023 | $100,001 - $250,000 |
8 | Fidelity Low-Priced Stock Fund (FLPSX) | Sale | 06/28/2023 | $50,001 - $100,000 |
9 | Fidelity ZERO Large Cap Index Fund (FNILX) | Purchase | 10/27/2023 | $50,001 - $100,000 |
10 | Fidelity Limited Term Municipal Income Fund (FSTFX) | Sale | 10/27/2023 | $50,001 - $100,000 |
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 |
|---|---|---|
2 | 3 | I am currently not vested in this plan. |
2 | 4 | I am currently not vested in this plan. |
6 | 3 | Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2). |
6 | 4 | Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2). |
6 | 5 | NY 529 #2 was closed in 2023 and had no ending value following distributions. |
7 | 102 | This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring. |
7 | 103 | This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring. |
7 | 104 | This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring. |
7 | 105 | This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring. |
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