Observations
- Millionaire
Estimated Net Worth
- $4.9 M - $13.5 M
Salary
- Unknown
Employment
- Departed 03/26/2024
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (06/23/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Lindsay Goldberg LLC | New York, New York | Policy Advisor and Speechwriter | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Lindsay Goldberg LLC | Salary for final partial pay period. | $750 | |
2 | Lindsay Goldberg LLC | Bonus | $46,590 | |
3 | Roth IRA | |||
3.1 | US brokerage account Cash | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
4 | Lindsay Goldberg Employee Co-Invest IV | $100,001 - $250,000 | Capital Gains Dividends Interest | $15,001 - $50,000 |
4.1 | Paccor | None (or less than $1,001) | Income below the parent asset level not readily ascertainable. | |
4.2 | Pixelle Specialty Solutions | None (or less than $1,001) | Income below the parent asset level not readily ascertainable. | |
4.3 | Creation Technologies | $15,001 - $50,000 | Income below the parent asset level not readily ascertainable. | |
4.4 | Liveo Research | $15,001 - $50,000 | Income below the parent asset level not readily ascertainable. |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lindsay Goldberg LLC | New York, New York | During the time of my employment at Lindsay Goldberg, I received profit sharing contributions to my Lindsay Goldberg 401(k). Having worked a full calendar year for 2021, I received the profit sharing contribution earned during 2021 when it was distributed in early 2022. | 9/2018 |
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 | Museum of Fine Arts, Boston | Salary | ||
2 | Museum of Fine Arts, Boston 403(b) | |||
2.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Extended Market Index Fund (FSMAX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity US Bond Index Fund (FXNAX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate - London, UK | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | Commercial real estate - BHM 3 - London, UK | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Commercial real estate - BHM 4 - Faversham, UK | $15,001 - $50,000 | Rent or Royalties | $2,501 - $5,000 |
4 | Commercial real estate - BHM 5 - London, UK | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
5 | Commercial real estate - BHM 6 - London, UK | None (or less than $1,001) | Capital Gains Rent or Royalties | $50,001 - $100,000 |
6 | Commercial real estate - BHM 7 - Leeds, UK | $500,001 - $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
7 | Commercial real estate - BHM 10 - Bromley, UK | $500,001 - $1,000,000 | Rent or Royalties | $1,001 - $2,500 |
8 | Commercial real estate - BHM 16 - Marlow, UK | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
9 | Commercial real estate - BHM 17 - Lincoln, UK | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
10 | Commercial real estate - BHM 18 - Chester, UK | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Commercial Real Estate (Manchester, UK), BHM 1 | Sale | 03/31/2022 | $100,001 - $250,000 |
2 | Commercial Real Estate, (London, UK) BHM 6 | Sale | 01/31/2022 | $100,001 - $250,000 |
3 | Fidelity Flex 500 Index Fund (FDFIX) | Purchase | 03/23/2022 | $1,001 - $15,000 |
4 | Fidelity Total International Index Fund (FTIHX) | Purchase | 03/23/2022 | $1,001 - $15,000 |
5 | Fidelity US Bond Index Fund (FXNAX) | Purchase | 03/23/2022 | $1,001 - $15,000 |
6 | Fidelity Flex 500 Index Fund (FDFIX) | Sale | 06/23/2022 | $50,001 - $100,000 |
7 | Fidelity Small Cap Index Fund (FSSNX) | Sale | 06/23/2022 | $1,001 - $15,000 |
8 | Fidelity Total International Index Fund (FTIHX) | Sale | 06/23/2022 | $15,001 - $50,000 |
9 | Fidelity US Bond Index Fund (FXNAX) | Sale | 06/23/2022 | $15,001 - $50,000 |
10 | iShares Core S&P 500 ETF (IVV) | Purchase | 02/09/2022 | $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 |
|---|---|---|
6 | 17 | Represents aggregat evalue - across joint & individual accounts |
6 | 18 | Represents aggregat evalue - across joint & individual accounts |
6 | 19 | Represents aggregat evalue - across joint & individual accounts |
6 | 20 | Represents aggregat evalue - across joint & individual accounts |
6 | 21 | Represents aggregat evalue - across joint & individual accounts |
6 | 22 | Represents aggregat evalue - across joint & individual accounts |
6 | 23 | Represents aggregat evalue - across joint & individual accounts |
6 | 24 | Represents aggregat evalue - across joint & individual accounts |
6 | 25 | Represents aggregat evalue - across joint & individual accounts |
6 | 26 | Represents aggregat evalue - across joint & individual accounts |
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