Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.5 M
Salary
- $180 K
Employment
- 01/09/2017 - 06/03/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | NYC, New York | CEO, President | 1/2021 | |
2 | San Francisco, California | Board Member | 1/2021 | |
3 | Newton, Massachusetts | Non-Employee Speaker | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Harvard Univ 403b Retirement Income Plan for Teaching Faculty | |||
1.1 | Vanguard Institutional Target Retirement 2020 Institutional | $50,001 - $100,000 | None (or less than $201) | |
2 | Harvard University 457b Retirement Plan | |||
2.1 | Vanguard Institutional Target Retirement 2020 Institutional | $50,001 - $100,000 | None (or less than $201) | |
3 | Massachusetts Deferred Compensation Smart Plan (457b) | |||
3.1 | SMARTPath 2020 Retirement Fund | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Large Company Blend Stock Fund | $100,001 - $250,000 | None (or less than $201) | |
4 | Commonwealth of MA, defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $3,252 | |
5 | NRDC/NRDC Action Fund | Salary | $97,623 | |
6 | United States Energy Foundation | Board Stipend | $1,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 5/1990 | |
2 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 11/2017 | |
3 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 11/2017 | |
4 | Boston, Massachusetts | I will continue to participate in this defined benefit plan. The plan sponsor no longer makes contributions. | 6/1970 | |
5 | NYC, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2020 | |
6 | NYC, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/2020 |
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 | Schwab IRA | |||
1.1 | Calvert Social Invt Eqty Fund Class 1 CEYIX | $15,001 - $50,000 | None (or less than $201) | |
1.2 | PUTMAN GLOBAL TECHNOLOGY Y PGTYX | $1,001 - $15,000 | None (or less than $201) | |
1.3 | VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL VWILX | $15,001 - $50,000 | None (or less than $201) | |
1.4 | VANGUARD WELLESLEY INC ADMIRAL VWIAX | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Dodge & Cox Income FD Com DODIX | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Calvert Growth Allocation Fund Class A Shares (CAAAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Sunshine Bouquet 401(k) | |||
2.1 | JP Morgan Core Bond Fund Class R4 | $15,001 - $50,000 | None (or less than $201) | |
2.2 | PGIM High Yield Fund Class Z | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $250,001 - $500,000 | None (or less than $201) | |
2 | Joint Brokerage Account at Schwab | |||
2.1 | ArielGlobal FundInvestor Class Shares (AGLOX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Ariel Fund Investor Class Shares (ARGFX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Baron Opportunity Fund Institutional Class Shares (BIOIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | BlackRock Science and Technology Trust (BST) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.5 | Calvert Equity Fund Class A Shares (CSIEX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Calvert Equity Fund Class I Shares (CEYIX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Delaware Healthcare Fund Institutional Class Shares (DLHIX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Domini Impact International Equity Fund Class Y Shares (DOMYX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock Corporate High Yield Fund, Inc (HYT) | Sale | 10/12/2021 | $1,001 - $15,000 |
2 | BlackRock Corporate High Yield Fund, Inc (HYT) | Sale | 10/07/2021 | $1,001 - $15,000 |
3 | Calvert Green Bond Fund Class I Shares (CGBIX) | Purchase | 10/22/2021 | $50,001 - $100,000 |
4 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | Purchase | 11/19/2021 | $1,001 - $15,000 |
5 | iShares ESG MSCI EAFE ETF (ESGD) | Purchase | 11/19/2021 | $1,001 - $15,000 |
6 | iShares ESG Aware MSCI (ESG) | Purchase | 11/19/2021 | $1,001 - $15,000 |
7 | iShares ESG MSCI USA ETF (ESGU) | Purchase | 11/19/2021 | $15,001 - $50,000 |
8 | Nuveen ESG Small-Cap ETF (NUSC) | Purchase | 11/19/2021 | $1,001 - $15,000 |
9 | iShares Broad USD Invst Grade Corp (USIG) | Purchase | 11/19/2021 | $1,001 - $15,000 |
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 | 2.18 | Asset omitted from prior reports by mistake |
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