Observations
- Millionaire
Estimated Net Worth
- $6.1 M - $18.8 M
Salary
- Unknown
Employment
- Started 12/19/2022
Financial Disclosure Details - OGE Form 278e (04/12/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Rye, New York | Trustee | Present | |
2 | Rye, New York | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | CVS Health/Aetna | salary, bonus | ||
2 | Rollover IRA #1 | |||
2.1 | iShares Core S&P Total U.S. Stock Market ETF (ITOT) | $1,001 - $15,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Fidelity Freedom 2050 Fund (FFFHX) | $15,001 - $50,000 | None (or less than $201) | |
4 | HSA | |||
4.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Rollover IRA #2 | |||
5.1 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares S&P MidCap 400 Index (IJH) | $250,001 - $500,000 | $5,001 - $15,000 | |
2 | U.S. brokerage account #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4 | iShares MSCI Japan Index (EWJ) | $50,001 - $100,000 | $1,001 - $2,500 | |
5 | iShares Russell 2000 Index (IWM) | $100,001 - $250,000 | $1,001 - $2,500 | |
6 | Schwab U.S. Small-Cap ETF (SCHA) | $250,001 - $500,000 | $2,501 - $5,000 | |
7 | iShares MSCI EAFE Small Cap Index (SCZ) | $50,001 - $100,000 | $2,501 - $5,000 | |
8 | Vanguard FTSE Emerging Market (VWO) | $250,001 - $500,000 | $5,001 - $15,000 | |
9 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $250,001 - $500,000 | $2,501 - $5,000 | |
10 | Fidelity Floating Rate High Income (FFRHX) | $250,001 - $500,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank, N.A. | $500,001 - $1,000,000 | 2021 | 30 years |
2 | Wells Fargo Bank, N.A. | $500,001 - $1,000,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Spouse left her job at CVS subsequent to filing date of form. |
5 | 9 | This unvested restricted stock unit was forfeited subsequent to filing date of form due to spouse leaving her job. |
6 | 4 | Fully divested from this fund subsequent to filing date of form. |
6 | 19 | Fully divested from this fund subsequent to filing date of form. |
6 | 20 | Fully divested from this fund subsequent to filing date of form. |
6 | 21 | Fully divested from this fund subsequent to filing date of form. |
6 | 22 | Fully divested from this fund subsequent to filing date of form. |
6 | 31 | Fully divested from this fund subsequent to filing date of form. |
8 | 2 | This mortgage was fully paid off when we refinanced in 2021. |
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