Estimated Net Worth
- $258 K - $1.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Massachusetts Audubon Society | |||
1.1 | CREF Stock R1 | $1,001 - $15,000 | None (or less than $201) | |
1.2 | CREF Growth R1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Tufts University | |||
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Equity Index R2 | $1,001 - $15,000 | None (or less than $201) | |
2.3 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
2.4 | CREF Inf-Linked Bond R2 | $1,001 - $15,000 | None (or less than $201) | |
2.5 | CREF Social Choice R2 | $15,001 - $50,000 | None (or less than $201) | |
2.6 | CREF Stock R2 | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Medford, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/2002 | |
2 | Massachusetts Audubon Society | Milton, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/1999 |
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 | Eastern Research Group (Environmental and Affiliated Consulting Services) | salary, bonus | ||
2 | Eastern Research Group, Inc. | |||
2.1 | American Balanced Fund Class A Shares (ABALX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | MFS Global Total Return Fund Class R3 Shares (MFWHX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | EuroPacific Growth Fund Class R5 Shares (RERFX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | T Rowe PriceEmerging Markets Stock Fund Class I Shares (PRZIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | MetLife Gac Series 25053 Class 0 (QDWFQ) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Pioneer Strategic Income Fund Class Y Shares (STRYX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Capital Income Builder Class 529-A Shares (CIRAX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Investment Company of America Class 529-A Shares (CICAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Capital One Savings | $50,001 - $100,000 | Interest | None (or less than $201) |
4 | Capital One Interest Checking | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | Capital One Savings Now Account | $50,001 - $100,000 | Interest | None (or less than $201) |
6 | Fidelity IRA | |||
6.1 | Fidelity International Growth Fund (FIGFX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Fidelity Diversified International Fund (FDIVX) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Fidelity Extended Market Index Fund (FSMAX) | $15,001 - $50,000 | None (or less than $201) | |
6.4 | Fidelity Large Cap Stock Fund (FLCSX) | $1,001 - $15,000 | None (or less than $201) |
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 |
|---|---|---|
Nothing reported in this section | ||
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