Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.3 M
Salary
- $80 K
Employment
- Started 11/20/2022
Records
Financial Disclosure Details - OGE Form 278e (02/03/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | E Syracuse, New York | Executive Vice President and General Counsel | 1/2022 | |
2 | Crawfordsville, Indiana | Board Member and Past President (2019- 2021) | Present | |
3 | Indianapolis, Indiana | Board Member | 12/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Saab, Inc., stock options (value not readily ascertainable): | Dividends | $1,001 - $2,500 | |
2 | Saab, Inc. | Salary/Bonus | $790,765 | |
3 | Saab, Inc. | Stock incentives program | $25,952 | |
4 | Saab, Inc., ESOP account | $1,001 - $15,000 | Dividends | $1,001 - $2,500 |
5 | 401(k) | |||
5.1 | American Funds 2035 Target Date Retirement Fund Class R6 Shs (RFFTX) | $500,001 - $1,000,000 | None (or less than $201) | |
6 | IRA | |||
6.1 | Roth IRA | $1,001 - $15,000 | None (or less than $201) | |
6.2 | Northwestern Mutual Equities | $15,001 - $50,000 | None (or less than $201) | |
6.3 | Northwestern Mutual, Insurance 65 Life | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | E Syracuse, New York | The stock will be divested within 60 days of termination of employment and paid in cash to me. | 6/2018 | |
2 | E Syracuse, New York | The account ended when I departed the company. | 6/2018 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | E Syracuse, New York |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Insystech | salary | $130,001 | |
2 | Retirement Account | |||
2.1 | 401(k) | $100,001 - $250,000 | None (or less than $201) | |
2.1.1 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
2.1.2 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
2.1.3 | PIMCO CommoditiesPLUS Strategy Fund Class I-2 Shares (PCLPX) | $1,001 - $15,000 | None (or less than $201) | |
2.1.4 | Federated Municipal High Yield Advantage Fund Institutional Shs (FMYIX) | $1,001 - $15,000 | None (or less than $201) | |
2.1.5 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.1.6 | Parnassus Mid Cap Fund Institutional Class Shares (PFPMX) | $1,001 - $15,000 | None (or less than $201) | |
2.1.7 | Goldman Sachs International Small Cap Insights Fund Institutional Class Shares (GICIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $250,001 - $500,000 | ||
2 | Northwestern Mutual, whole life | $500,001 - $1,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Education Services (AES) | $15,001 - $50,000 | 2005 | on demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | These options were forfeited upon resignation from the company. |
5 | 2.8 | This is disability insurance for $5k per month. |
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