Estimated Net Worth
- $513 K - $1.2 M
Salary
- Unknown
Employment
- Started 01/03/2022
Financial Disclosure Details - OGE Form 278e (05/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Berney & Sang | Philadelphia, Pennsylvania | Associate Attorney | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Rollover IRA | |||
1.1 | VTSAX | $15,001 - $50,000 | $201 - $1,000 | |
2 | Roth IRA | |||
2.1 | VTSAX | $50,001 - $100,000 | None (or less than $201) | |
3 | Berney & Sang 401(k) | |||
3.1 | VTSAX | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Berney & Sang | Philadelphia, Pennsylvania | The employer made an unanticipated contribution to the defined contribution plan. A portion of that contribution has vested (less than $5,000) and a portion of that contribution (less than $10,000) has not vested and would vest only if I returned to work for the employer for a specific length of time. | 1/2021 |
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 | The Trustees of the University of Pennsylvania | |||
1.1 | Vang Inst Tg Rtm 55 Inst | $1,001 - $15,000 | None (or less than $201) | |
2 | Swarthmore College - May 1-21, 2022 | $1,001 - $15,000 | Honorarium for conducting honors examinations | $1,150 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank #2 | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Brokerage | $250,001 - $500,000 | $5,001 - $15,000 | |
3.1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $50,001 - $100,000 | $5,001 - $15,000 | |
3.2 | Fidelity Puritan Fund (FPURX) | $100,001 - $250,000 | $5,001 - $15,000 | |
4 | BoA Account | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Purchase of excepted mutual fund | Purchase | 01/31/2022 | $1,001 - $15,000 |
2 | Purchase of excepted mutual fund | Purchase | 02/03/2022 | $1,001 - $15,000 |
3 | Purchase of excepted mutual fund | Purchase | 03/30/2022 | $1,001 - $15,000 |
4 | Purchase of excepted mutual fund | Purchase | 11/07/2022 | $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 |
|---|---|---|
Nothing reported in this section | ||
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