Estimated Net Worth
- $312 K - $1.1 M
Salary
- $130 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc | Salary | $6,969 | |
2 | Newark Board of Education, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | Vanguard Target Retirement 2045 Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | Invesco OFI Government Money Market Fund (OMBXX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Achievement First 403(b) Plan | |||
5.1 | American Funds Target Date Retirement 2050 R6 (RFITX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | AIG VALIC group variable annuity | |||
5.2.1 | Dividend Value | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Newark, New Jersey | I have an unvested interest in this defined benefit plan. | 10/2017 | |
2 | New York City, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2015 |
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 | New Jersey Together Inc. (501c3 non-profit corporation) | salary | ||
2 | Saint Peter's University (Private university) | Payment for a course he teaches as an adjunct instructor. | ||
3 | SEP-IRA #1 | |||
3.1 | Vanguard Total Bond Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total International Stock Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | SEP-IRA #2 | |||
4.1 | Vanguard Total Bond Market Index Fund | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Vanguard Total International Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Vanguard Total Stock Market Index Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
2 | Alphabet, Inc. (GOOGL) | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
3 | JPMorgan (JPM) | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
4 | Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Schwab Small-Cap Index Fund (SWSSX) | None (or less than $1,001) | $2,501 - $5,000 | |
6 | U.S. bank #1 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
7 | Schwab Total Stock Market Index Fund (SWTSX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
9 | U.S. credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
10 | Hartford Multi-Asset Income & Growth Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | Sale | 06/25/2021 | $50,001 - $100,000 |
2 | JPMorgan Chase & Co. (JPM) | Sale | 06/25/2021 | $1,001 - $15,000 |
3 | Alphabet, Inc. (GOOGL) | Sale | 06/25/2021 | $1,001 - $15,000 |
4 | Schwab Total Stock Market Index Fund (SWTSX) | Purchase | 08/19/2021 | $50,001 - $100,000 |
5 | Schwab Small-Cap Index Fund (SWSSX) | Sale | 09/13/2021 | $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 | 1 | Sold to comply with ethics rules and reinvested in SWTSX (mutual funds). |
6 | 2 | Sold to comply with ethics rules and reinvested in SWTSX (mutual fund). |
6 | 3 | Sold to comply with ethics rules and reinvested in SWTSX (mutual fund). |
6 | 11 | Cash proceeds from selling previous primary residence. |
6 | 12 | Reinvestment of required sales of stocks (in order to comply with ethics rules). |
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