Stephanie Pollack
Coordinator for Project Delivery Support (DOT)
Observations
- Millionaire
Estimated Net Worth
- $2.3 M - $5.1 M
Salary
- Unknown
Employment
- Started 01/01/2023
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Massachusetts Department of Transportation | Boston, Massachusetts | Secretary and CEO | 1/2021 |
2 | Northeastern University School of Public Policy and Urban Affairs | Boston, Massachusetts | Professor of the Practice | Present |
3 | Boston, Massachusetts | Board Member | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Massachusetts Department of Transportation | Salary | $54,082 | |
2 | Fidelity IRA | |||
2.1 | Fidelity Freedom Fund 2030 | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Fidelity Strategic Income Fund | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Fidelity Balanced Fund (FBALX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Fidelity Contra Fund | $250,001 - $500,000 | None (or less than $201) | |
2.5 | Fidelity Freedom 2020 Fund | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Fidelity Freedom Fund 2025 | $100,001 - $250,000 | None (or less than $201) | |
2.7 | Fidelity Growth and Income | $50,001 - $100,000 | None (or less than $201) | |
3 | Northeastern University |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Northeastern University School of Public Policy and Urban Affairs | Boston, Massachusetts | I am on a leave of absence which is unpaid and can be extended one academic year at a time. During this leave the employer does not contribute to retirement. | 1/2015 |
2 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2012 |
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 | Aetna Resources LLC | salary, bonus | ||
2 | CVS (employer) stock | $100,001 - $250,000 | Dividends | $1,001 - $2,500 |
3 | Fidelity Rollover IRA | |||
3.1 | Fidelity Contra Fund | $500,001 - $1,000,000 | None (or less than $201) | |
3.2 | Fidelity Freedom 2025 | $250,001 - $500,000 | None (or less than $201) | |
3.3 | Fidelity Freedom Fund 2030 | $100,001 - $250,000 | None (or less than $201) | |
3.4 | Fidelity Growth & Income | $50,001 - $100,000 | None (or less than $201) | |
3.5 | US Bond Index | $15,001 - $50,000 | None (or less than $201) | |
4 | CVS Health | |||
4.1 | Vanguard Target Date 2025 | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Money market account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #1 (cash) | $50,001 - $100,000 | Interest | None (or less than $201) |
3 | Residential real estate - personal residence (2021 rental income) | Rent or Royalties | $2,501 - $5,000 | |
4 | Brokerage account | |||
4.1 | Cash | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Fidelity Freedom 2025 | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Fidelity Freedom 2030 | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Fidelity US Bond Index Fund (FXNAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Development Corporation for Israel (Israel bonds) | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | US savings bonds | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | CVS Health Corp. (CVS) | Exchange | 04/01/2021 | $15,001 - $50,000 |
2 | TFLIC Government Fixed | Sale | 07/02/2021 | $1,001 - $15,000 |
3 | Fidelity US Bond Index Fund (FXNAX) | Purchase | 05/07/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Amerisave | $250,001 - $500,000 | 2020 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 2 | I am on leave of absence from this position |
7 | 1 | My spouse had previously been awarded CVS stock from his employer as a performance incentive and that stock vested on April 1; some but not all of the stock was sold to cover tax liability. |
8 | 1 | This mortgage on our personal residence has been included because the residence was rented out for part of 2021. |
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