Estimated Net Worth
- $686 K - $2.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/04/2024)
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 | Google stock | $15,001 - $50,000 | None (or less than $201) | |
2 | Exxon Mobile Stock | $1,001 - $15,000 | None (or less than $201) | |
3 | Dolby Labs stock | $1,001 - $15,000 | None (or less than $201) | |
4 | Westport Fuel Systems stock | None (or less than $1,001) | None (or less than $201) | |
5 | Proctor and Gamble stock | $1,001 - $15,000 | None (or less than $201) | |
6 | Johnson and Johnson stock | $15,001 - $50,000 | None (or less than $201) | |
7 | Caterpillar Inc stock | $15,001 - $50,000 | None (or less than $201) | |
8 | ARTIX Artisan International Mutual Fund | $1,001 - $15,000 | ||
9 | FDRXX Fidelity government cash reserves mutual Fund | None (or less than $1,001) | ||
10 | FCVSX Fidelity convertible securities mutual Fund | $1,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Stony Brook Primary Care (Primary Care Physician - Medical Practice) | salary, bonus | ||
2 | Mutual Fund - DMCVX Mellon opportunistic midcap value fund | $1,001 - $15,000 | None (or less than $201) | |
3 | 403B - Fidelity Freedom Fund 2030 | $15,001 - $50,000 | None (or less than $201) | |
4 | TIAA Traditional 1 | $15,001 - $50,000 | None (or less than $201) | |
5 | CREF Stock R2 | $15,001 - $50,000 | None (or less than $201) | |
6 | CREF Growth R2 | $15,001 - $50,000 | None (or less than $201) | |
7 | CREF Global R2 | $15,001 - $50,000 | None (or less than $201) | |
8 | TIAA Traditional 2 | $1,001 - $15,000 | None (or less than $201) | |
9 | CREF Stock R3 | $1,001 - $15,000 | None (or less than $201) | |
10 | CREF Growth R3 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Checking Account-Bank | $1,001 - $15,000 | None (or less than $201) | |
2 | Savings Account bank | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | Second Savings Account -- Bank | $1,001 - $15,000 | Interest | None (or less than $201) |
4 | Child's Savings Account --bank | $1,001 - $15,000 | None (or less than $201) | |
5 | CD 2 -- Bank | $1,001 - $15,000 | None (or less than $201) | |
6 | CD 3 -- Bank | $1,001 - $15,000 | None (or less than $201) | |
7 | CD 4 -- Bank | $1,001 - $15,000 | None (or less than $201) | |
8 | CD 5 -- Bank | $1,001 - $15,000 | None (or less than $201) | |
9 | USAA 500 Index Fund Member Shares (USSPX) | $15,001 - $50,000 | None (or less than $201) | |
10 | USAA Intermediate-Term Bond Fund Fund Class Shares (USIBX) | $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 |
|---|---|---|
5 | 14 | Holdings include: 1. Core Bond Fund (Wells Capital) 2. Bond Fund (MIM) 3. Short Duration Bond Fund (MIM) 4. Diversified Real Asset Fund (MIM/Deutsche/Wellington) 5. Strategic Income Opportunities Fund (MIM) 6. U.S. Sector Rotation Large Cap Sleeve (MIM) 7. Emerging Markets Debt Fund (MIM) 8. Floating Rate Income Fund (Bain Capital Credit) 9. High Yield Fund (MIM) 10. Capital Appreciation Value Fund (T. Rowe Price) |
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