Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $3.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/04/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
CREF Stock R3
$1,001 - $15,000
None (or less than $201)
2
CREF Growth R3
$1,001 - $15,000
None (or less than $201)
3
CREF Equity Index R3
$1,001 - $15,000
None (or less than $201)
4
CREF Global Equities R3
$1,001 - $15,000
None (or less than $201)
5
CREF Social Choice R3
$1,001 - $15,000
None (or less than $201)
6
U.S. Credit Union (cash) #1
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Providence, Rhode Island
I remain vested in this defined contribution plan, but the plan sponsor no longer makes contributions and neither do I.
1/1984

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
Bloomberg BNA, defined benefit plan (value not readily ascertainable)
Retirement Payments
2
Vanguard Intermediate Term Investment Grade Admiral Fund
$100,001 - $250,000
None (or less than $201)
3
Vanguard Short-Term Investment Grade Admiral Fund
$50,001 - $100,000
None (or less than $201)
4
Vanguard Total International Stock Index Admiral Fund
$250,001 - $500,000
None (or less than $201)
5
Vanguard Total Bond Market Index Admiral
$100,001 - $250,000
None (or less than $201)
6
Vanguard Total Stock Market Index Admiral
$500,001 - $1,000,000
None (or less than $201)
7
Vanguard Total International Stock Index Admiral Fund (Roth IRA)
$15,001 - $50,000
None (or less than $201)
8
Vanguard Total International Bond Index Admiral Fund
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard LifeStrategy Growth Fund
$15,001 - $50,000
$201 - $1,000
2
Vanguard Treasury Money Market (VUSXX)
$100,001 - $250,000
$2,501 - $5,000
3
U.S. Credit Union (cash) #2
$15,001 - $50,000
None (or less than $201)
4
Maryland 529 Portfolio for Education Today
$1,001 - $15,000
None (or less than $201)
5
BP stock
$1,001 - $15,000
Dividends
$201 - $1,000
6
Vanguard Federal Money Market Fund (VMFXX)
$1,001 - $15,000
None (or less than $201)
7
Residential Real Estate, Silver Spring, MD
$500,001 - $1,000,000
Rent or Royalties
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
PNC
$100,001 - $250,000
2010
30-year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
6
Vanguard Cash Reserve Federal Money Market Admiral Fund (VMRXX) is now called Vanguard Federal Money Market Fund (VMFXX).
6
7
Rental income from January and February 2022. Our tenant moved out of our residential property at the end of February as we were returning to the home in April 2022.

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