Robert Gioia
Observations
- Millionaire
Estimated Net Worth
- $4.8 M - $10.8 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (10/21/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | John R. Oishei Foundation | Buffalo, New York | President | 2/2022 |
2 | Buffalo Center for Arts & Technology | Buffalo, New York | Chairman | Present |
3 | Erie Canal Harbor Development Corporation | Buffalo, New York | Chairman | Present |
4 | Great Lakes Health System of Western New York | Buffalo, New York | Chairman | Present |
5 | Daemen University | Amherst, New York | Director | Present |
6 | Estate #1 | Buffalo, New York | Co-Executor | Present |
7 | Trust #1 | Buffalo, New York | Co-Trustee | 10/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | John R. Oishei Foundation | Salary | $265,000 | |
2 | IRA | |||
2.1 | SCHWAB U.S. BANK SWEEP ACCT (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | ISHARES CORE MSCI EMERGING MARKETS | $50,001 - $100,000 | None (or less than $201) | |
2.3 | ISHARES S&P SMALL-CAP 600 VALUE | $15,001 - $50,000 | None (or less than $201) | |
2.4 | ISHARES S&P MID-CAP 400 VALUE | $15,001 - $50,000 | None (or less than $201) | |
2.5 | ISHARES CORE MSCI EAFE | $15,001 - $50,000 | None (or less than $201) | |
2.6 | DFA INTL SMALL COMPANY INSTL | $15,001 - $50,000 | None (or less than $201) | |
2.7 | ISHARES CORE S&P MID-CAP ETF | $1,001 - $15,000 | None (or less than $201) | |
2.8 | VANGUARD TOTAL BOND MARKET INDEX ADM | $250,001 - $500,000 | None (or less than $201) |
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 |
|---|---|---|---|
1 | John R. Oishei Foundation | Buffalo, New York | President and CEO. |
2 | Trust #1 | Buffalo, New York | Co-Trustee |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Smith & Company (Interior Design Consulting, sole proprietor) | $100,001 - $250,000 | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | SCHWAB U.S. BANK SWEEP ACCT (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | SPDR S&P 500 TRUST | $500,001 - $1,000,000 | $100,001 - $1,000,000 | |
3 | ISHARES S&P MID CAP 400 GROWTH ETF | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | ISHARES CORE MSCI EAFE | $100,001 - $250,000 | $5,001 - $15,000 | |
5 | DFA EMERGING MARKETS VALUE | $100,001 - $250,000 | $5,001 - $15,000 | |
6 | ISHARES MSCI EAFE ETF | $100,001 - $250,000 | $5,001 - $15,000 | |
7 | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $100,001 - $250,000 | $50,001 - $100,000 | |
8 | ISHARES MICRO-CAP | $50,001 - $100,000 | $15,001 - $50,000 | |
9 | ISHARES CORE S&P SMALL-CAP ETF | $15,001 - $50,000 | $201 - $1,000 | |
10 | ISHARES MSCI EAFE SMALL CAP INDEX | $15,001 - $50,000 | $1,001 - $2,500 |
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 |
|---|---|---|
6 | 46 | I sold/redeemed my investment in this company in 2021. |
6 | 47 | I sold/redeemed my investment in this company in 2021. |
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