Estimated Net Worth
- $680 K - $2.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/13/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | FedKids, Inc. | New York, New York | Chair, Board of Directors | 12/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Rollover Retirement account #1 | cash payments | $530 | |
1.1 | Baron Partners Fund Retail Shares (BPTRX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | DIA (SPDR DOW JONES INDL AVERAGE ET UT SER 1) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | General Electric (GE) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | GOOG (Alphabet Inc Cap Stock Class C) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | GOOGl (GOOG (Alphabet Inc Cap Stock Class A) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Goldman Sachs Group Inc (GS) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | SPY (SPDR S&P500 ETF TRUST) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Visa | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Verizon | $1,001 - $15,000 | None (or less than $201) |
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 | Power School | salary, bonus | ||
2 | Power School, vested restricted stock units | $100,001 - $250,000 | cash payment | |
3 | Roth IRA | cash payments | $3,558 | |
3.1 | Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares Core US Aggregate Bond ETF (AGG) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | iShares International Treasury Bond ETF (IGOV) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fundrise (REIT) | $15,001 - $50,000 | None (or less than $201) | |
2 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) | |
3 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | |
4 | Dependent Child #1 Trust (UMTA) | |||
4.1 | iShares Core S&P US Growth ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) | |
5 | Dependent Child #2- Trust (UTMA) | |||
5.1 | iShares Core S&P Total US Stock Market ETF (ITOT) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Dependent Child #1- NY 529 Direct Plan |
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 |
|---|---|---|
5 | 4 | No underlying assets over reporting thresholds. |
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