Estimated Net Worth
- $275 K - $750 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/30/2024)
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 | Roth IRA - Anjali | |||
1.1 | Bank of America | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Morgan Stanley | $1,001 - $15,000 | None (or less than $201) | |
2 | Global Health Strategies LLC - Rollover IRA | |||
2.1 | Fidelity Government Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Global Health Strategies LLC - Rollover IRA | New York, New York | I no longer participate in this defined contribution plan. | 8/2010 |
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 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
3 | Series I Treasury Bond | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | Series I Treasury Bond | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | Crest NC Investments LLC | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
6 | Eastmar Investments LLC | $50,001 - $100,000 | Dividends | $5,001 - $15,000 |
7 | Northshore Investments LLC | $100,001 - $250,000 | Dividends | $2,501 - $5,000 |
8 | Merrill Lynch Money Account | $15,001 - $50,000 | None (or less than $201) | |
9 | Bank of America Checking Account | $1,001 - $15,000 | None (or less than $201) | |
10 | Bank of America Savings Account | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 07/17/2023 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 08/16/2023 | $1,001 - $15,000 |
3 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 09/15/2023 | $1,001 - $15,000 |
4 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 10/16/2023 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 11/16/2023 | $1,001 - $15,000 |
6 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 12/15/2023 | $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 |
|---|---|---|
6 | 5 | Lines 5-7 reflect real estate investments made by a company called Millburn. I am a partial investor – along with many other investors – in separate LLCs, each of which owns specific properties; Millburn coordinates the investments. |
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