Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.6 M
Salary
- Unknown
Employment
- Started 09/30/2021
Financial Disclosure Details - OGE Form 278e (05/12/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Baltimore, Maryland | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | State of California, 457(b) plan | |||
1.1 | Savings Plus Program Mid Cap Fund, Pre-Tax | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Savings Plus Program Large Cap Fund, Pre- Tax | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Savings Plus Program Large Cap Index Fund, Pre-Tax | $1,001 - $15,000 | None (or less than $201) | |
2 | Rollover IRA | |||
2.1 | T. Rowe Price Retirement 2040 Fund - Investor Class (TRRDX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Association of American Universities, 403(b) tax-deferred annuity plan | |||
3.1 | CREF Stock Account Fund - Class R1 (QCSTRX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | CREF Growth Account Fund - Class R1 (QCGRRX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | CREF Global Equities Account Fund - Class R1 (QCGLRX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sacramento, California | I retain this defined contribution plan. The plan sponsor no longer makes contributions. | 7/1996 | |
2 | Washington, District of Columbia | I retain this defined contribution plan. The plan sponsor no longer makes contributions. | 10/2002 | |
3 | Washington, District of Columbia | I retain this defined contribution plan. The plan sponsor no longer makes contributions. | 10/2002 |
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 | Business Integra Technology Solutions, Inc. (information technology services & solutions) | Salary | ||
2 | Business Integra Technology Solutions, Inc., 401(k) plan | |||
2.1 | Principal LifeTime Hybrid 2040 Fund CIT | $100,001 - $250,000 | None (or less than $201) | |
3 | Rollover IRA | |||
3.1 | American Funds AMCAP Fund - Class A (AMCPX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | American Funds Capital Income Builder Fund - Class A (CAIBX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | American Funds Capital World Growth and Income Fund - Class A (CWGIX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | American Funds Growth Fund of America - Class A (AGTHX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | American Funds New World Fund - Class A (NEWFX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | American Funds SMALLCAP World Fund - Class A (SMCWX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. brokerage account #1 | |||
3.1 | Fidelity Government Money Market Fund Capital Reserves Class (FZAXX) | None (or less than $1,001) | None (or less than $201) | |
3.2 | American Funds Capital World Growth and Income Fund - Class A (CWGIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | American Funds New Perspective Fund - Class A (ANWPX) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. brokerage account #2 | |||
4.1 | T. Rowe Price Growth Stock Fund - ICL (PRUFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | Janus Henderson Research Fund - Class D (JNRFX) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | The Merrill J. Egorin Revocable Trust | $500,001 - $1,000,000 | 2022 | 20 years |
2 | Redwood Residential Acquisition Corporation (servicer: Shellpoint Mortgage Servicing) | $500,001 - $1,000,000 | 2017 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Congressional Hispanic Caucus Institute (CHCI) | Washington, District of Columbia | Attendance for the Congressional Hispanic Caucus Institute (CHCI) 45th Annual Awards Gala | $600 |
2 | Sandy Hook Promise | Washington, District of Columbia | Attendance for the Promise Champions Gala | $1000 |
Endnotes
Section | # | Description |
|---|---|---|
6 | 3.1 | Asset is below reporting thresholds. Filer voluntarily reports it. |
6 | 4.1 | A non-tax conversion of TRP Growth Stock (PRGFX) to TRP Growth Stock I CL (PRUFX) occurred in March 2022. |
6 | 7 | Values reported represent filer's 1/2 future interest in the trust. |
8 | 1 | We refinanced our mortgage in January 2022. |
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