Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.2 M
Salary
- Unknown
Employment
- Started 01/20/2021
Records
Financial Disclosure Details - OGE Form 278e (04/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | State of New York Metropolitan Transportation Authority | New York, New York | Special Counsel | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | State of New York Metropolitan Transportation Authority | Salary, retirement contributions | $17,388 | |
2 | IRA 1 | |||
2.1 | Vanguard Target Retirement 2050 Fund Investor Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA 1 | |||
3.1 | Vanguard Target Retirement 2050 Fund Investor Shares (VFIFX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Total Stock Market ETF (VTI) | $1,001 - $15,000 | None (or less than $201) | |
4 | Roth IRA 2 | |||
4.1 | Vanguard Target Retirement 2055 Fund Investor Shares | $15,001 - $50,000 | None (or less than $201) | |
5 | Kirkland & Ellis LLP 401(k) Plan | |||
5.1 | Vanguard Target Retirement Trust I | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | State of New York Metropolitan Transportation Authority | New York, New York | Subject to standard employment terms, I received a payout of accumulated annual leave in March 2021. | 1/2021 |
2 | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2017 | |
3 | State of New York Metropolitan Transportation Authority | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2019 |
4 | State of New York Metropolitan Transportation Authority | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2019 |
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 | Cravath Swaine & Moore LLP | salary, bonus | ||
2 | Cravath Swaine & Moore LLP | |||
2.1 | Vanguard Target Retirement 2050 Fund (VFIFX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Wilmer Cutler Pickering Hale & Dorr LLP | |||
3.1 | Vanguard Target Retirement 2050 Inst (VTRLX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | $100,001 - $250,000 | $2,501 - $5,000 | |
2 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | $201 - $1,000 | |
5 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | $2,501 - $5,000 | |
6 | 529 College Savings Plan #1 | |||
6.1 | Vanguard Target Enrollment 2034/2035 Portfolio | $100,001 - $250,000 | None (or less than $201) | |
6.2 | Vanguard Target Enrollment 2038/2039 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
7 | 529 College Savings Plan #2 | |||
7.1 | DC College Savings 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
2 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | Purchase | 12/29/2021 | $15,001 - $50,000 |
3 | MTA International Equity Index Fund | Purchase | 01/21/2021 | $1,001 - $15,000 |
4 | MTA International Equity Index Fund | Purchase | 03/18/2021 | $1,001 - $15,000 |
5 | MTA International Equity Index Fund | Purchase | 09/03/2021 | $1,001 - $15,000 |
6 | MTA International Equity Index Fund | Purchase | 12/03/2021 | $1,001 - $15,000 |
7 | MTA Large Cap Equity Index Fund | Purchase | 01/21/2021 | $1,001 - $15,000 |
8 | MTA Large Cap Equity Index Fund | Purchase | 03/18/2021 | $1,001 - $15,000 |
9 | MTA Large Cap Equity Index Fund | Purchase | 09/03/2021 | $1,001 - $15,000 |
10 | MTA Large Cap Equity Index Fund | Purchase | 12/03/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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