Estimated Net Worth
- $835 K - $1.9 M
Salary
- Unknown
Employment
- Started 03/10/2022
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Albany, New York | Vice Chair of Region II (NY & PA) and At- Large Member of Executive Committee | 3/2022 | |
2 | Albany, New York | Member of Assembly | 3/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | New York State Assembly | Salary | $22,395 | |
2 | New York State, 457b deferred compensation plan, no remaining assets | cash distribution | $2,500 | |
3 | New York State and Local Retirement System, defined benefit plan (value not readily ascertainable) | retirement payments (annual) | $70,692 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Albany, New York | I will continue to participate in this defined benefit plan. | 1/1993 |
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 | NYS Workers' Compensation Board | final payout | ||
2 | IRA #1 | |||
2.1 | Strategic Advisers Large Cap Fund (FALCX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Strategic Advisers Emerging Markets Fund (FSAMX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Strategic Advisers Small-Mid Cap Fund (FSCFX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Strategic Advisers International Fund (FILFX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Strategic Advisers Core Income Fund (FPCIX) | $1,001 - $15,000 | None (or less than $201) | |
3 | New York State, 457b deferred compensation plan | |||
3.1 | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | NYSDCB Russell 2500 Index Unitized Account | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage account | |||
1.1 | AT&T Inc. (T) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
1.2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.3 | Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Supernus Pharmaceuticals, Inc. (SUPN) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Invesco Preferred ETF (PGX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | U.S. brokerage cash sweep | $15,001 - $50,000 | None (or less than $201) | |
2 | Residential real estate - Boscobel Jamaica | $500,001 - $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
3 | U.S. credit union #1 (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Federal Savings Bank | $250,001 - $500,000 | 2020 | 30 years |
2 | Jamaica National Bank | $100,001 - $250,000 | 2017 | 10 years |
3 | American Express | $10,001 - $15,000 | 2022 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | rolled over to TSP; one distribution was made. |
8 | 1 | refinanced loan |
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