Estimated Net Worth
- $429 K - $1.2 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/12/2023)
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 | TIAA CREF 100% Multi Asset, Vanguard Target Retirement 2035 Trust II | $50,001 - $100,000 | None (or less than $201) | |
2 | Employees Retirement System of RI | $50,001 - $100,000 | None (or less than $201) | |
3 | Fidelity 457(b) 100% Allocation FID FREEDOM K 2030 | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | State of Rhode Island/Fidelity Investments | 457(b) | 1/2010 | |
2 | Employees Retirement System of Rhode Isalnd | defined benefit pension | /1987 | |
3 | TIAA CREF / State of Rhode Island | defined contribution / fixed annuity | /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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank Accounts (cash accounts) | $15,001 - $50,000 | None (or less than $201) | |
2 | rental unit in Pawtucket, RI | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
3 | rental unit in North Bethesda, MD | $100,001 - $250,000 | Rent or Royalties | $2,501 - $5,000 |
4 | Ameriprise Financial (Brokerage Account) | |||
4.1 | Columbia Contrarian Core Fund Institutional Class Shares (SMGIX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Federated MDT All Cap Core Fund Institutional Class Shares (QIACX) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | Pioneer Balanced ESG Fund Class Y Shares (AYBLX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 2 | Defined benefit pension plan |
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